DuPont Decomposition

Why does YASHO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.4% = 0.9% × 0.61 × 2.61

Latest: FY2025

Profitability

Net Margin

0.9%

8.6% →0.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.61x

1.26x →0.61x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.61x

2.79x →2.61x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 28.8 pp over 4 years. Driven by net margin declining (8.6% → 0.9%), asset turnover declining (1.26x → 0.61x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.6%1.262.7930.2%
FY20230Cr0Cr10.2%1.032.7328.5%
FY20240Cr0Cr9.8%0.593.3719.7%
FY20250Cr0Cr0.9%0.612.611.4%

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.

YASHO DuPont Analysis — ROE 1.4% | YieldIQ