DuPont Decomposition

Why does IOB earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.7% = 29.4% × 0.04 × 12.78

Latest: FY2026

Profitability

Net Margin

29.4%

15.2% →29.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.04x

0.04x →0.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

12.78x

13.23x →12.78x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.1 pp over 5 years. Driven by net margin improving (15.2% → 29.4%), leverage falling (13.23x → 12.78x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr15.2%0.0413.237.6%
FY20230Cr0Cr17.0%0.0412.608.5%
FY20240Cr0Cr17.2%0.0412.779.7%
FY20250Cr0Cr20.6%0.0412.2510.5%
FY20260Cr0Cr29.4%0.0412.7814.7%

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.

IOB DuPont Analysis — ROE 14.7% | YieldIQ