DuPont Decomposition

Why does GODAVARIB earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-3.0% = -1.3% × 0.96 × 2.50

Latest: FY2025

Profitability

Net Margin

-1.3%

1.1% →-1.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.96x

0.98x →0.96x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.50x

3.66x →2.50x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.0 pp over 4 years. Driven by net margin declining (1.1% → -1.2%), leverage falling (3.66x → 2.50x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.1%0.983.664.0%
FY20230Cr0Cr1.0%1.163.564.0%
FY20240Cr0Cr0.7%0.853.982.5%
FY20250Cr-0Cr-1.3%0.962.50-3.0%

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)

See DCF fair value for GODAVARIB

Combine financial quality with intrinsic value.

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