DuPont Decomposition

Why does TRACXN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-15.0% = -9.4% × 0.86 × 1.87

Latest: FY2026

Profitability

Net Margin

-9.4%

-7.6% →-9.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.86x

1.17x →0.86x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.87x

2.62x →1.87x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 8.5 pp over 5 years. Driven by net margin declining (-7.6% → -9.4%), asset turnover declining (1.17x → 0.86x), leverage falling (2.62x → 1.87x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-7.6%1.172.62-23.5%
FY20230Cr0Cr42.4%0.801.6355.4%
FY20240Cr0Cr7.8%0.731.609.2%
FY20250Cr-0Cr-11.3%0.761.68-14.5%
FY20260Cr-0Cr-9.4%0.861.87-15.0%

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.

TRACXN DuPont Analysis — ROE -15.0% | YieldIQ