DuPont Decomposition

Why does RPEL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

22.4% = 21.3% × 0.91 × 1.16

Latest: FY2026

Profitability

Net Margin

21.3%

18.1% →21.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.91x

0.75x →0.91x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.16x

1.22x →1.16x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 6.0 pp over 5 years. Driven by net margin improving (18.1% → 21.3%), asset turnover improving (0.75x → 0.91x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr18.1%0.751.2216.4%
FY20230Cr0Cr18.7%0.841.2118.9%
FY20240Cr0Cr19.8%0.701.1816.4%
FY20250Cr0Cr18.5%0.861.1919.1%
FY20260Cr0Cr21.3%0.911.1622.4%

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)

See DCF fair value for RPEL

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

RPEL DuPont Analysis — ROE 22.4% | YieldIQ