DuPont Decomposition

Why does ZYDUSWELL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.1% = 12.9% × 0.42 × 1.14

Latest: FY2025

Profitability

Net Margin

12.9%

20.4% →12.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.42x

0.12x →0.42x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.14x

1.14x →1.14x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.3 pp over 3 years. Driven by net margin declining (20.4% → 12.9%), asset turnover improving (0.12x → 0.42x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr20.4%0.121.142.8%
FY20240Cr0Cr19.2%0.131.152.8%
FY20250Cr0Cr12.9%0.421.146.1%

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.