DuPont Decomposition

Why does IGPL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.1% = 4.9% × 1.00 × 1.65

Latest: FY2025

Profitability

Net Margin

4.9%

6.3% →4.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.00x

0.31x →1.00x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.65x

1.58x →1.65x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.0 pp over 3 years. Driven by net margin declining (6.3% → 4.9%), asset turnover improving (0.31x → 1.00x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr6.3%0.311.583.1%
FY20240Cr0Cr1.7%0.261.690.7%
FY20250Cr0Cr4.9%1.001.658.1%

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.