DuPont Decomposition

Why does GRASIM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.8% = 2.8% × 0.31 × 5.50

Latest: FY2026

Profitability

Net Margin

2.8%

8.0% →2.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.31x

0.33x →0.31x

Revenue per ₹ of assets

Leverage

Equity Multiplier

5.50x

3.82x →5.50x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.2 pp over 5 years. Driven by net margin declining (8.0% → 2.8%), leverage rising (3.82x → 5.50x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.0%0.333.8210.0%
FY20230Cr0Cr5.9%0.354.288.7%
FY20240Cr0Cr4.3%0.314.656.3%
FY20250Cr0Cr2.5%0.305.133.8%
FY20260Cr0Cr2.8%0.315.504.8%

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.

GRASIM DuPont Analysis — ROE 4.8% | YieldIQ