DuPont Decomposition

Why does TRANSRAILL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.4% = 6.3% × 0.84 × 3.31

Latest: FY2025

Profitability

Net Margin

6.3%

2.8% →6.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.84x

0.80x →0.84x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.31x

4.29x →3.31x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.6 pp over 4 years. Driven by net margin improving (2.8% → 6.3%), leverage falling (4.29x → 3.31x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.8%0.804.299.8%
FY20230Cr0Cr3.5%0.904.4713.9%
FY20240Cr0Cr5.8%0.874.0620.5%
FY20250Cr0Cr6.3%0.843.3117.4%

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 TRANSRAILL

Combine financial quality with intrinsic value.

See Fair Value →

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