DuPont Decomposition

Why does GANECOS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.0% = 7.3% × 0.73 × 1.68

Latest: FY2025

Profitability

Net Margin

7.3%

5.1% →7.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.73x

0.23x →0.73x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.68x

2.07x →1.68x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.6 pp over 3 years. Driven by net margin improving (5.1% → 7.2%), asset turnover improving (0.23x → 0.73x), leverage falling (2.07x → 1.68x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr5.1%0.232.072.4%
FY20240Cr0Cr7.1%0.191.542.0%
FY20250Cr0Cr7.3%0.731.689.0%

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.