DuPont Decomposition

Why does NGIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.2% = 3.5% × 0.97 × 1.54

Latest: FY2026

Profitability

Net Margin

3.5%

2.9% →3.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.97x

1.41x →0.97x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.54x

2.78x →1.54x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 6.2 pp over 5 years. Driven by asset turnover declining (1.41x → 0.97x), leverage falling (2.78x → 1.54x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.9%1.412.7811.4%
FY20230Cr0Cr1.7%1.302.645.8%
FY20240Cr-0Cr-4.6%1.142.10-10.9%
FY20250Cr-0Cr-7.9%1.101.50-13.1%
FY20260Cr0Cr3.5%0.971.545.2%

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.

NGIL DuPont Analysis — ROE 5.2% | YieldIQ