DuPont Decomposition

Why does GPTINFRA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.5% = 6.8% × 1.25 × 1.83

Latest: FY2025

Profitability

Net Margin

6.8%

3.9% →6.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.25x

1.03x →1.25x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.83x

2.82x →1.83x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.2 pp over 3 years. Driven by net margin improving (3.9% → 6.8%), asset turnover improving (1.03x → 1.25x), leverage falling (2.82x → 1.83x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.9%1.032.8211.3%
FY20240Cr0Cr5.7%1.392.4019.1%
FY20250Cr0Cr6.8%1.251.8315.5%

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.