DuPont Decomposition

Why does GLOBECIVIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.8% = 4.6% × 1.05 × 4.09

Latest: FY2024

Profitability

Net Margin

4.6%

1.8% →4.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.05x

1.24x →1.05x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.09x

4.00x →4.09x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.8 pp over 3 years. Driven by net margin improving (1.8% → 4.6%), asset turnover declining (1.24x → 1.05x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.8%1.244.009.1%
FY20230Cr0Cr2.1%0.854.407.8%
FY20240Cr0Cr4.6%1.054.0919.8%

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 GLOBECIVIL

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