DuPont Decomposition

Why does RACLGEAR earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.5% = 5.7% × 0.65 × 2.81

Latest: FY2025

Profitability

Net Margin

5.7%

9.3% →5.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.65x

0.73x →0.65x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.81x

2.67x →2.81x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.7 pp over 4 years. Driven by net margin declining (9.3% → 5.7%).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr9.3%0.732.6718.2%
FY20230Cr0Cr11.1%0.762.6522.4%
FY20240Cr0Cr9.6%0.712.8319.2%
FY20250Cr0Cr5.7%0.652.8110.5%

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.