DuPont Decomposition

Why does WAAREEENER earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.5% = 13.0% × 0.73 × 2.06

Latest: FY2025

Profitability

Net Margin

13.0%

2.7% →13.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.73x

1.27x →0.73x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.06x

5.09x →2.06x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.3 pp over 4 years. Driven by net margin improving (2.7% → 13.0%), asset turnover declining (1.27x → 0.73x), leverage falling (5.09x → 2.06x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.7%1.275.0917.2%
FY20230Cr0Cr7.3%0.893.9925.9%
FY20240Cr0Cr10.9%1.012.7329.8%
FY20250Cr0Cr13.0%0.732.0619.5%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.