DuPont Decomposition

Why does HLEGLAS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.4% = 4.6% × 0.79 × 2.33

Latest: FY2025

Profitability

Net Margin

4.6%

9.0% →4.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.79x

0.85x →0.79x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.33x

3.00x →2.33x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 14.5 pp over 4 years. Driven by net margin declining (9.0% → 4.6%), leverage falling (3.00x → 2.33x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.0%0.853.0022.9%
FY20230Cr0Cr7.6%0.332.737.0%
FY20240Cr0Cr4.8%0.262.883.5%
FY20250Cr0Cr4.6%0.792.338.4%

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)

See DCF fair value for HLEGLAS

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.