DuPont Decomposition

Why does RGL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.3% = 3.7% × 0.89 × 1.64

Latest: FY2025

Profitability

Net Margin

3.7%

3.9% →3.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.89x

1.16x →0.89x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.64x

1.87x →1.64x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.1 pp over 3 years. Driven by asset turnover declining (1.16x → 0.89x), leverage falling (1.87x → 1.64x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.9%1.161.878.5%
FY20240Cr0Cr3.4%1.041.766.3%
FY20250Cr0Cr3.7%0.891.645.3%

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.