DuPont Decomposition

Why does BHARTIARTL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.9% = 12.7% × 0.38 × 3.70

Latest: FY2026

Profitability

Net Margin

12.7%

3.6% →12.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.38x

0.32x →0.38x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.70x

5.46x →3.70x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.5 pp over 5 years. Driven by net margin improving (3.6% → 12.7%), leverage falling (5.46x → 3.70x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.6%0.325.466.4%
FY20230Cr0Cr6.0%0.315.7610.8%
FY20240Cr0Cr5.0%0.345.429.1%
FY20250Cr0Cr19.4%0.344.5229.5%
FY20260Cr0Cr12.7%0.383.7017.9%

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.

BHARTIARTL DuPont Analysis — ROE 17.9% | YieldIQ