DuPont Decomposition

Why does AGARIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

18.4% = 4.8% × 1.78 × 2.14

Latest: FY2025

Profitability

Net Margin

4.8%

4.6% →4.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.78x

2.69x →1.78x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.14x

1.86x →2.14x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 4.4 pp over 3 years. Driven by asset turnover declining (2.69x → 1.78x), leverage rising (1.86x → 2.14x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.6%2.691.8622.9%
FY20240Cr0Cr5.1%1.902.1921.4%
FY20250Cr0Cr4.8%1.782.1418.4%

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.