DuPont Decomposition

Why does RELAXO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.1% = 6.6% × 0.92 × 1.34

Latest: FY2026

Profitability

Net Margin

6.6%

8.8% →6.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.92x

1.11x →0.92x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.34x

1.35x →1.34x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.1 pp over 5 years. Driven by net margin declining (8.8% → 6.6%), asset turnover declining (1.11x → 0.92x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.8%1.111.3513.2%
FY20230Cr0Cr5.6%1.111.348.3%
FY20240Cr0Cr6.9%1.071.3610.0%
FY20250Cr0Cr6.1%1.011.328.1%
FY20260Cr0Cr6.6%0.921.348.1%

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.

RELAXO DuPont Analysis — ROE 8.1% | YieldIQ