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

0.8% = 0.9% × 0.58 × 1.60

Latest: FY2026

Profitability

Net Margin

0.9%

4.8% →0.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.58x

1.09x →0.58x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.60x

2.17x →1.60x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 10.6 pp over 5 years. Driven by net margin declining (4.8% → 0.9%), asset turnover declining (1.09x → 0.58x), leverage falling (2.17x → 1.60x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.8%1.092.1711.4%
FY20230Cr0Cr3.9%1.161.878.5%
FY20240Cr0Cr3.4%1.041.766.3%
FY20250Cr0Cr1.8%0.631.681.9%
FY20260Cr0Cr0.9%0.581.600.8%

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.

RGL DuPont Analysis — ROE 0.8% | YieldIQ