DuPont Decomposition

Why does GNA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.7% = 8.1% × 0.95 × 1.51

Latest: FY2026

Profitability

Net Margin

8.1%

7.1% →8.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.95x

1.19x →0.95x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.51x

1.75x →1.51x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.3 pp over 5 years. Driven by asset turnover declining (1.19x → 0.95x), leverage falling (1.75x → 1.51x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr7.1%1.191.7514.9%
FY20230Cr0Cr8.3%1.331.6418.2%
FY20240Cr0Cr6.7%1.221.5212.5%
FY20250Cr0Cr7.1%1.111.5211.9%
FY20260Cr0Cr8.1%0.951.5111.7%

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.

GNA DuPont Analysis — ROE 11.7% | YieldIQ