DuPont Decomposition

Why does GOKEX earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.6% = 2.5% × 0.92 × 2.02

Latest: FY2026

Profitability

Net Margin

2.5%

6.5% →2.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.92x

1.48x →0.92x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.02x

1.71x →2.02x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 11.9 pp over 5 years. Driven by net margin declining (6.5% → 2.5%), asset turnover declining (1.48x → 0.92x), leverage rising (1.71x → 2.02x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.5%1.481.7116.5%
FY20230Cr0Cr8.4%1.541.5119.5%
FY20240Cr0Cr6.0%0.802.1210.1%
FY20250Cr0Cr4.1%1.091.707.6%
FY20260Cr0Cr2.5%0.922.024.6%

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.

GOKEX DuPont Analysis — ROE 4.6% | YieldIQ