DuPont Decomposition

Why does RSWM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-3.1% = -0.8% × 1.31 × 2.78

Latest: FY2025

Profitability

Net Margin

-0.8%

4.7% →-0.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.31x

0.33x →1.31x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.78x

2.19x →2.78x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 6.5 pp over 3 years. Driven by net margin declining (4.7% → -0.8%), asset turnover improving (0.33x → 1.31x), leverage rising (2.19x → 2.78x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.7%0.332.193.4%
FY20240Cr0Cr3.0%0.322.852.8%
FY20250Cr-0Cr-0.8%1.312.78-3.1%

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 RSWM

Combine financial quality with intrinsic value.

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