DuPont Decomposition

Why does RACE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.4% = 0.7% × 3.04 × 2.55

Latest: FY2025

Profitability

Net Margin

0.7%

0.6% →0.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

3.04x

4.66x →3.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.55x

1.75x →2.55x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~5%. Driven by asset turnover declining (4.66x → 3.04x), leverage rising (1.75x → 2.55x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr0.6%4.661.754.8%
FY20230Cr0Cr0.5%5.472.396.3%
FY20240Cr0Cr0.5%4.193.747.0%
FY20250Cr0Cr0.7%3.042.555.4%

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.

RACE DuPont Analysis — ROE 5.4% | YieldIQ