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

8.9% = 7.6% × 0.49 × 2.41

Latest: FY2026

Profitability

Net Margin

7.6%

8.8% →7.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.49x

0.30x →0.49x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.41x

1.92x →2.41x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.9 pp over 5 years. Driven by net margin declining (8.8% → 7.6%), asset turnover improving (0.30x → 0.49x), leverage rising (1.92x → 2.41x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr8.8%0.301.925.0%
FY20230.1Cr0Cr7.6%0.552.259.3%
FY20240.1Cr0Cr7.7%0.512.218.8%
FY20250.1Cr0Cr7.2%0.492.318.3%
FY20260.1Cr0Cr7.6%0.492.418.9%

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.

RELIANCE DuPont Analysis — ROE 8.9% | YieldIQ