DuPont Decomposition

Why does RALLIS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.0% = 6.4% × 0.86 × 1.64

Latest: FY2026

Profitability

Net Margin

6.4%

6.3% →6.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.86x

0.91x →0.86x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.64x

1.68x →1.64x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~9%.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.3%0.911.689.7%
FY20230Cr0Cr3.1%1.061.625.3%
FY20240Cr0Cr5.6%0.881.648.1%
FY20250Cr0Cr4.7%0.891.566.6%
FY20260Cr0Cr6.4%0.861.649.0%

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 RALLIS

Combine financial quality with intrinsic value.

See Fair Value →

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

RALLIS DuPont Analysis — ROE 9.0% | YieldIQ