DuPont Decomposition

Why does YATRA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.7% = 5.0% × 0.55 × 1.69

Latest: FY2025

Profitability

Net Margin

5.0%

-17.0% →5.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.55x

0.33x →0.55x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.69x

5.43x →1.69x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 35.2 pp over 4 years. Driven by net margin improving (-17.0% → 5.0%), asset turnover improving (0.33x → 0.55x), leverage falling (5.43x → 1.69x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-17.0%0.335.43-30.5%
FY20230Cr0Cr2.3%0.504.024.5%
FY20240Cr0Cr1.5%0.301.630.8%
FY20250Cr0Cr5.0%0.551.694.7%

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.

YATRA DuPont Analysis — ROE 4.7% | YieldIQ