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

2.9% = 4.6% × 0.34 × 1.83

Latest: FY2025

Profitability

Net Margin

4.6%

2.3% →4.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.34x

0.32x →0.34x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.83x

1.94x →1.83x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.4 pp over 4 years. Driven by net margin improving (2.3% → 4.6%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.3%0.321.941.4%
FY20230Cr-0Cr-1.5%0.291.97-0.9%
FY20240Cr0Cr3.0%0.351.821.9%
FY20250Cr0Cr4.6%0.341.832.9%

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)

See DCF fair value for BAGFILMS

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.