DuPont Decomposition

Why does GRANULES earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.5% = 11.3% × 0.71 × 1.68

Latest: FY2025

Profitability

Net Margin

11.3%

10.0% →11.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.71x

0.24x →0.71x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.68x

1.73x →1.68x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 9.3 pp over 3 years. Driven by net margin improving (10.0% → 11.2%), asset turnover improving (0.24x → 0.71x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr10.0%0.241.734.2%
FY20240Cr0Cr11.0%0.211.714.0%
FY20250Cr0Cr11.3%0.711.6813.5%

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.