DuPont Decomposition

Why does RAIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

0.6% = 0.3% × 0.81 × 2.70

Latest: FY2026

Profitability

Net Margin

0.3%

2.3% →0.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.81x

0.25x →0.81x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.70x

2.63x →2.70x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~1%. Driven by net margin declining (2.3% → 0.2%), asset turnover improving (0.25x → 0.81x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr2.3%0.252.631.5%
FY20240Cr-0Cr-26.3%0.202.73-14.7%
FY20250Cr-0Cr-3.6%0.192.85-2.0%
FY20260Cr0Cr0.3%0.812.700.6%

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)

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Combine financial quality with intrinsic value.

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

RAIN DuPont Analysis — ROE 0.6% | YieldIQ