DuPont Decomposition

Why does IGCL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.2% = 5.1% × 1.02 × 2.34

Latest: FY2024

Profitability

Net Margin

5.1%

5.4% →5.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.02x

1.18x →1.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.34x

2.29x →2.34x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.4 pp over 3 years. Driven by asset turnover declining (1.18x → 1.02x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.4%1.182.2914.6%
FY20230Cr0Cr4.1%1.062.5511.0%
FY20240Cr0Cr5.1%1.022.3412.2%

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.