DuPont Decomposition

Why does WINDLAS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.1% = 8.1% × 0.99 × 1.50

Latest: FY2025

Profitability

Net Margin

8.1%

8.2% →8.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.99x

0.94x →0.99x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.50x

1.24x →1.50x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.4 pp over 4 years. Driven by leverage rising (1.24x → 1.50x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.2%0.941.249.7%
FY20230Cr0Cr8.3%0.971.3110.6%
FY20240Cr0Cr9.3%1.001.3912.9%
FY20250Cr0Cr8.1%0.991.5012.1%

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.