DuPont Decomposition

Why does WELSPUNLIV earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.2% = 2.2% × 0.90 × 2.13

Latest: FY2026

Profitability

Net Margin

2.2%

7.2% →2.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.90x

0.88x →0.90x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.13x

2.38x →2.13x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 11.0 pp over 5 years. Driven by net margin declining (7.2% → 2.2%), leverage falling (2.38x → 2.13x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.2%0.882.3815.1%
FY20230Cr0Cr2.8%0.832.124.9%
FY20240Cr0Cr7.9%0.902.1115.1%
FY20250Cr0Cr6.1%1.022.1413.3%
FY20260Cr0Cr2.2%0.902.134.2%

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.

WELSPUNLIV DuPont Analysis — ROE 4.2% | YieldIQ