DuPont Decomposition

Why does RELIANCE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

6.9% = 7.2% × 0.49 × 1.93

Latest: FY2025

Profitability

Net Margin

7.2%

9.9% →7.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.49x

0.13x →0.49x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.93x

2.09x →1.93x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.3 pp over 3 years. Driven by net margin declining (9.9% → 7.2%), asset turnover improving (0.13x → 0.49x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr9.9%0.132.092.6%
FY20240Cr0Cr8.8%0.142.212.7%
FY20250.1Cr0Cr7.2%0.491.936.9%

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.