DuPont Decomposition

Why does RAJRILTD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

21.7% = 2.9% × 1.97 × 3.82

Latest: FY2026

Profitability

Net Margin

2.9%

-9.0% →2.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.97x

0.44x →1.97x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.82x

2.99x →3.82x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 33.6 pp over 4 years. Driven by net margin improving (-9.0% → 2.9%), asset turnover improving (0.44x → 1.97x), leverage rising (2.99x → 3.82x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-9.0%0.442.99-11.9%
FY20240Cr0Cr0.5%1.773.893.7%
FY20250Cr0Cr1.6%1.704.0811.3%
FY20260Cr0Cr2.9%1.973.8221.7%

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.

RAJRILTD DuPont Analysis — ROE 21.7% | YieldIQ