DuPont Decomposition

Why does GAUDIUMIVF earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

41.3% = 27.1% × 0.80 × 1.91

Latest: FY2025

Profitability

Net Margin

27.1%

24.2% →27.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.80x

2.06x →0.80x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.91x

1.91x →1.91x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 53.7 pp over 4 years. Driven by net margin improving (24.2% → 27.1%), asset turnover declining (2.06x → 0.80x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr24.2%2.061.9195.0%
FY20230Cr0Cr30.6%1.211.6159.5%
FY20240Cr0Cr21.5%0.941.8938.2%
FY20250Cr0Cr27.1%0.801.9141.3%

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 GAUDIUMIVF

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