DuPont Decomposition

Why does PGIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

21.7% = 5.6% × 1.70 × 2.26

Latest: FY2025

Profitability

Net Margin

5.6%

4.9% →5.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.70x

1.71x →1.70x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.26x

2.46x →2.26x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~22%. Driven by leverage falling (2.46x → 2.26x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.9%1.712.4620.7%
FY20240Cr0Cr5.2%1.702.4821.8%
FY20250Cr0Cr5.6%1.702.2621.7%

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.

PGIL DuPont Analysis — ROE 21.7% | YieldIQ