DuPont Decomposition

Why does WAAREERTL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

51.3% = 14.4% × 1.40 × 2.54

Latest: FY2026

Profitability

Net Margin

14.4%

5.3% →14.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.40x

0.96x →1.40x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.54x

5.62x →2.54x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 22.4 pp over 5 years. Driven by net margin improving (5.3% → 14.4%), asset turnover improving (0.96x → 1.40x), leverage falling (5.62x → 2.54x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.3%0.965.6228.8%
FY20230Cr0Cr15.8%1.243.3365.2%
FY20240Cr0Cr16.6%1.232.9059.0%
FY20250Cr0Cr14.3%1.432.4650.4%
FY20260Cr0Cr14.4%1.402.5451.3%

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.