DuPont Decomposition

Why does NLCINDIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.4% = 20.1% × 0.27 × 3.03

Latest: FY2026

Profitability

Net Margin

20.1%

9.2% →20.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.27x

0.24x →0.27x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.03x

3.51x →3.03x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 8.7 pp over 5 years. Driven by net margin improving (9.2% → 20.1%), leverage falling (3.51x → 3.03x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.2%0.243.517.7%
FY20230Cr0Cr8.6%0.303.509.2%
FY20240Cr0Cr14.3%0.243.3211.2%
FY20250Cr0Cr17.1%0.263.0914.0%
FY20260Cr0Cr20.1%0.273.0316.4%

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.

NLCINDIA DuPont Analysis — ROE 16.4% | YieldIQ