DuPont Decomposition

Why does GVPIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

64.1% = 19.4% × 0.52 × 6.36

Latest: FY2025

Profitability

Net Margin

19.4%

-24.5% →19.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.52x

0.63x →0.52x

Revenue per ₹ of assets

Leverage

Equity Multiplier

6.36x

12.32x →6.36x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 253.6 pp over 3 years. Driven by net margin improving (-24.5% → 19.4%), asset turnover declining (0.63x → 0.52x), leverage falling (12.32x → 6.36x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-24.5%0.6312.32-189.5%
FY20240Cr-0Cr-10.6%0.6337.51-249.0%
FY20250Cr0Cr19.4%0.526.3664.1%

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.