DuPont Decomposition

Why does RATNAMANI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.8% = 10.6% × 1.05 × 1.34

Latest: FY2025

Profitability

Net Margin

10.6%

12.8% →10.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.05x

0.40x →1.05x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.34x

1.45x →1.34x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.4 pp over 3 years. Driven by net margin declining (12.8% → 10.6%), asset turnover improving (0.40x → 1.05x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr12.8%0.401.457.4%
FY20240Cr0Cr12.9%0.371.286.2%
FY20250Cr0Cr10.6%1.051.3414.8%

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.