DuPont Decomposition

Why does GREENLAM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.8% = 1.9% × 1.01 × 2.55

Latest: FY2026

Profitability

Net Margin

1.9%

5.5% →1.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.01x

1.19x →1.01x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.55x

2.12x →2.55x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 9.1 pp over 5 years. Driven by net margin declining (5.5% → 1.9%), asset turnover declining (1.19x → 1.01x), leverage rising (2.12x → 2.55x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.5%1.192.1213.9%
FY20230Cr0Cr6.5%0.972.1313.4%
FY20240Cr0Cr6.2%0.822.5412.8%
FY20250Cr0Cr2.7%0.882.586.2%
FY20260Cr0Cr1.9%1.012.554.8%

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.

GREENLAM DuPont Analysis — ROE 4.8% | YieldIQ