DuPont Decomposition

Why does IRCTC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

35.9% = 28.1% × 0.69 × 1.86

Latest: FY2025

Profitability

Net Margin

28.1%

28.9% →28.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.69x

0.19x →0.69x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.86x

2.05x →1.86x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 24.6 pp over 3 years. Driven by asset turnover improving (0.19x → 0.69x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr28.9%0.192.0511.3%
FY20240Cr0Cr24.6%0.191.898.8%
FY20250Cr0Cr28.1%0.691.8635.9%

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 IRCTC

Combine financial quality with intrinsic value.

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