DuPont Decomposition

Why does GPPL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.0% = 43.4% × 0.31 × 1.26

Latest: FY2025

Profitability

Net Margin

43.4%

41.5% →43.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.31x

0.08x →0.31x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.26x

1.24x →1.26x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 12.8 pp over 3 years. Driven by net margin improving (41.5% → 43.4%), asset turnover improving (0.08x → 0.31x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr41.5%0.081.244.2%
FY20240Cr0Cr26.2%0.091.272.9%
FY20250Cr0Cr43.4%0.311.2617.0%

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)

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