DuPont Decomposition

Why does YUKEN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

3.9% = 3.1% × 0.73 × 1.70

Latest: FY2026

Profitability

Net Margin

3.1%

4.2% →3.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.73x

0.68x →0.73x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.70x

2.53x →1.70x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.3 pp over 5 years. Driven by net margin declining (4.2% → 3.1%), leverage falling (2.53x → 1.70x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.2%0.682.537.2%
FY20230Cr0Cr2.6%0.842.214.8%
FY20240Cr0Cr4.5%0.881.726.7%
FY20250Cr0Cr5.4%0.871.748.2%
FY20260Cr0Cr3.1%0.731.703.9%

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.

YUKEN DuPont Analysis — ROE 3.9% | YieldIQ