DuPont Decomposition

Why does TIGERLOGS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

19.5% = 5.0% × 2.74 × 1.41

Latest: FY2025

Profitability

Net Margin

5.0%

5.5% →5.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.74x

5.07x →2.74x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.41x

1.63x →1.41x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 25.7 pp over 4 years. Driven by asset turnover declining (5.07x → 2.74x), leverage falling (1.63x → 1.41x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.5%5.071.6345.2%
FY20230Cr0Cr5.4%3.631.2223.8%
FY20240Cr0Cr5.4%1.671.3011.7%
FY20250Cr0Cr5.0%2.741.4119.5%

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)

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

TIGERLOGS DuPont Analysis — ROE 19.5% | YieldIQ