DuPont Decomposition

Why does CGPOWER earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

24.1% = 9.9% × 1.32 × 1.84

Latest: FY2025

Profitability

Net Margin

9.9%

13.8% →9.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.32x

1.51x →1.32x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.84x

2.59x →1.84x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 29.6 pp over 3 years. Driven by net margin declining (13.8% → 9.9%), asset turnover declining (1.51x → 1.32x), leverage falling (2.59x → 1.84x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr13.8%1.512.5953.8%
FY20240Cr0Cr17.7%1.431.8647.3%
FY20250Cr0Cr9.9%1.321.8424.1%

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.