DuPont Decomposition

Why does RELIABLE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.7% = 6.9% × 0.86 × 2.15

Latest: FY2025

Profitability

Net Margin

6.9%

6.5% →6.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.86x

0.70x →0.86x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.15x

1.83x →2.15x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.3 pp over 4 years. Driven by asset turnover improving (0.70x → 0.86x), leverage rising (1.83x → 2.15x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.5%0.701.838.4%
FY20230Cr0Cr5.5%0.642.127.3%
FY20240Cr0Cr6.3%0.652.068.5%
FY20250Cr0Cr6.9%0.862.1512.7%

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.

RELIABLE DuPont Analysis — ROE 12.7% | YieldIQ