DuPont Decomposition

Why does LAGNAM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.6% = 2.2% × 1.03 × 4.72

Latest: FY2025

Profitability

Net Margin

2.2%

8.7% →2.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.03x

1.18x →1.03x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.72x

3.28x →4.72x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 23.1 pp over 4 years. Driven by net margin declining (8.7% → 2.2%), asset turnover declining (1.18x → 1.03x), leverage rising (3.28x → 4.72x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.7%1.183.2833.7%
FY20230Cr0Cr3.4%0.943.3010.3%
FY20240Cr0Cr3.4%0.804.9013.4%
FY20250Cr0Cr2.2%1.034.7210.6%

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.