DuPont Decomposition

Why does PETRONET earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.6% = 9.0% × 1.59 × 1.23

Latest: FY2026

Profitability

Net Margin

9.0%

8.1% →9.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.59x

2.00x →1.59x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.23x

1.56x →1.23x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.6 pp over 5 years. Driven by asset turnover declining (2.00x → 1.59x), leverage falling (1.56x → 1.23x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.1%2.001.5625.1%
FY20230Cr0Cr5.6%2.581.4921.8%
FY20240Cr0Cr7.0%2.031.4721.0%
FY20250Cr0Cr7.8%1.871.3720.0%
FY20260Cr0Cr9.0%1.591.2317.6%

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.

PETRONET DuPont Analysis — ROE 17.6% | YieldIQ