DuPont Decomposition

Why does RRKABEL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.5% = 4.1% × 2.14 × 1.63

Latest: FY2025

Profitability

Net Margin

4.1%

5.0% →4.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.14x

2.11x →2.14x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.63x

1.64x →1.63x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.6 pp over 4 years.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.0%2.111.6417.1%
FY20230Cr0Cr3.4%2.101.8613.4%
FY20240Cr0Cr4.5%0.611.574.3%
FY20250Cr0Cr4.1%2.141.6314.5%

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 RRKABEL

Combine financial quality with intrinsic value.

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