DuPont Decomposition

Why does GULPOLY earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.0% = 1.2% × 1.51 × 2.16

Latest: FY2025

Profitability

Net Margin

1.2%

4.8% →1.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.51x

0.31x →1.51x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.16x

1.72x →2.16x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.5 pp over 3 years. Driven by net margin declining (4.8% → 1.2%), asset turnover improving (0.31x → 1.51x), leverage rising (1.72x → 2.16x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.8%0.311.722.5%
FY20240Cr0Cr1.6%0.351.961.1%
FY20250Cr0Cr1.2%1.512.164.0%

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.