DuPont Decomposition

Why does GODREJAGRO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

122.9% = 4.6% × 1.65 × 16.04

Latest: FY2026

Profitability

Net Margin

4.6%

4.9% →4.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.65x

1.48x →1.65x

Revenue per ₹ of assets

Leverage

Equity Multiplier

16.04x

2.46x →16.04x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 105.2 pp over 5 years. Driven by asset turnover improving (1.48x → 1.65x), leverage rising (2.46x → 16.04x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.9%1.482.4617.8%
FY20230Cr0Cr3.3%1.702.3512.9%
FY20240Cr0Cr3.8%1.672.2714.3%
FY20250Cr0Cr4.6%1.702.3218.1%
FY20260Cr0Cr4.6%1.6516.04122.9%

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 GODREJAGRO

Combine financial quality with intrinsic value.

See Fair Value →

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

GODREJAGRO DuPont Analysis — ROE 122.9% | YieldIQ