DuPont Decomposition

Why does IFGLEXPOR earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

3.9% = 2.6% × 1.01 × 1.46

Latest: FY2025

Profitability

Net Margin

2.6%

8.0% →2.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.01x

0.26x →1.01x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.46x

1.42x →1.46x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~4%. Driven by net margin declining (8.0% → 2.6%), asset turnover improving (0.26x → 1.01x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr8.0%0.261.422.9%
FY20240Cr0Cr3.2%0.261.391.2%
FY20250Cr0Cr2.6%1.011.463.9%

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 IFGLEXPOR

Combine financial quality with intrinsic value.

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