DuPont Decomposition

Why does GMMPFAUDLR earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.1% = 1.7% × 1.02 × 3.01

Latest: FY2025

Profitability

Net Margin

1.7%

9.2% →1.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.02x

0.81x →1.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.01x

1.87x →3.01x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 8.8 pp over 3 years. Driven by net margin declining (9.2% → 1.7%), asset turnover improving (0.81x → 1.02x), leverage rising (1.87x → 3.01x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr9.2%0.811.8714.0%
FY20240Cr0Cr5.0%1.093.2618.0%
FY20250Cr0Cr1.7%1.023.015.1%

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.