DuPont Decomposition

Why does BHAGERIA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.7% = 5.3% × 1.02 × 1.44

Latest: FY2026

Profitability

Net Margin

5.3%

11.8% →5.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.02x

0.92x →1.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.44x

1.27x →1.44x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 6.2 pp over 5 years. Driven by net margin declining (11.8% → 5.3%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr11.8%0.921.2713.9%
FY20230Cr0Cr3.0%0.791.252.9%
FY20240Cr0Cr3.9%0.731.293.6%
FY20250Cr0Cr6.8%0.811.317.2%
FY20260Cr0Cr5.3%1.021.447.7%

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.

BHAGERIA DuPont Analysis — ROE 7.7% | YieldIQ