DuPont Decomposition

Why does PIGL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.6% = 7.0% × 0.97 × 1.57

Latest: FY2025

Profitability

Net Margin

7.0%

3.2% →7.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.97x

0.94x →0.97x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.57x

2.65x →1.57x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.7 pp over 4 years. Driven by net margin improving (3.2% → 7.0%), leverage falling (2.65x → 1.57x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.2%0.942.658.0%
FY20230Cr0Cr3.9%0.872.368.0%
FY20240Cr0Cr6.0%0.912.1011.5%
FY20250Cr0Cr7.0%0.971.5710.6%

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)

See DCF fair value for PIGL

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