DuPont Decomposition

Why does BAGFILMS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.2% = 2.5% × 0.36 × 2.44

Latest: FY2026

Profitability

Net Margin

2.5%

2.3% →2.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.36x

0.32x →0.36x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.44x

2.67x →2.44x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~2%. Driven by leverage falling (2.67x → 2.44x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.3%0.322.671.9%
FY20230Cr-0Cr-1.5%0.292.72-1.2%
FY20240Cr0Cr3.0%0.352.512.6%
FY20250Cr0Cr4.6%0.342.534.0%
FY20260Cr0Cr2.5%0.362.442.2%

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.

BAGFILMS DuPont Analysis — ROE 2.2% | YieldIQ