DuPont Decomposition

Why does RVTH earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.8% = 9.7% × 0.53 × 1.91

Latest: FY2026

Profitability

Net Margin

9.7%

11.2% →9.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.53x

0.80x →0.53x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.91x

2.00x →1.91x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 8.1 pp over 5 years. Driven by net margin declining (11.2% → 9.7%), asset turnover declining (0.80x → 0.53x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr11.2%0.802.0018.0%
FY20230Cr0Cr12.2%0.682.1217.7%
FY20240Cr0Cr14.7%0.892.2429.1%
FY20250Cr0Cr11.3%0.751.8916.0%
FY20260Cr0Cr9.7%0.531.919.8%

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.