DuPont Decomposition

Why does ZYDUSLIFE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.6% = 18.9% × 0.51 × 1.93

Latest: FY2026

Profitability

Net Margin

18.9%

30.3% →18.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.51x

0.53x →0.51x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.93x

1.64x →1.93x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.8 pp over 5 years. Driven by net margin declining (30.3% → 18.9%), leverage rising (1.64x → 1.93x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr30.3%0.531.6426.4%
FY20230Cr0Cr11.6%0.661.4711.2%
FY20240Cr0Cr20.3%0.651.4819.5%
FY20250Cr0Cr20.1%0.611.5518.9%
FY20260Cr0Cr18.9%0.511.9318.6%

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.

ZYDUSLIFE DuPont Analysis — ROE 18.6% | YieldIQ