DuPont Decomposition

Why does IDBI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.4% = 42.4% × 0.04 × 6.70

Latest: FY2025

Profitability

Net Margin

42.4%

19.6% →42.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.04x

0.04x →0.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

6.70x

7.11x →6.70x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.4 pp over 4 years. Driven by net margin improving (19.6% → 42.4%), leverage falling (7.11x → 6.70x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr19.6%0.047.116.0%
FY20230Cr0Cr24.7%0.057.168.0%
FY20240Cr0Cr33.6%0.057.1411.3%
FY20250Cr0Cr42.4%0.046.7012.4%

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.

IDBI DuPont Analysis — ROE 12.4% | YieldIQ