DuPont Decomposition

Why does RUDRA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.1% = 2.0% × 1.63 × 2.74

Latest: FY2025

Profitability

Net Margin

2.0%

2.4% →2.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.63x

1.05x →1.63x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.74x

4.21x →2.74x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.7 pp over 4 years. Driven by asset turnover improving (1.05x → 1.63x), leverage falling (4.21x → 2.74x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.4%1.054.2110.8%
FY20230Cr0Cr3.1%1.433.3614.9%
FY20240Cr0Cr3.8%1.812.6818.3%
FY20250Cr0Cr2.0%1.632.749.1%

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)

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