DuPont Decomposition

Why does BSE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

37.4% = 51.7% × 0.36 × 2.02

Latest: FY2026

Profitability

Net Margin

51.7%

34.2% →51.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.36x

0.12x →0.36x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.02x

2.33x →2.02x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 27.8 pp over 5 years. Driven by net margin improving (34.2% → 51.7%), asset turnover improving (0.12x → 0.36x), leverage falling (2.33x → 2.02x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr34.2%0.122.339.6%
FY20230Cr0Cr27.1%0.142.228.2%
FY20240Cr0Cr56.8%0.152.8623.6%
FY20250Cr0Cr44.8%0.292.3430.0%
FY20260Cr0Cr51.7%0.362.0237.4%

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.

BSE DuPont Analysis — ROE 37.4% | YieldIQ