DuPont Decomposition

Why does WELENT earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.9% = 9.1% × 0.59 × 2.24

Latest: FY2025

Profitability

Net Margin

9.1%

16.9% →9.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.59x

0.14x →0.59x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.24x

3.29x →2.24x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.0 pp over 3 years. Driven by net margin declining (16.9% → 9.1%), asset turnover improving (0.14x → 0.59x), leverage falling (3.29x → 2.24x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr16.9%0.143.298.0%
FY20240Cr0Cr9.5%0.172.133.3%
FY20250Cr0Cr9.1%0.592.2411.9%

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.