DuPont Decomposition

Why does TREL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

2.9% = 44.1% × 0.06 × 1.07

Latest: FY2026

Profitability

Net Margin

44.1%

20.3% →44.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.06x

0.09x →0.06x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.07x

1.48x →1.07x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~3%. Driven by net margin improving (20.3% → 44.1%), leverage falling (1.48x → 1.07x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr20.3%0.091.482.9%
FY20240Cr0Cr258.6%0.071.1120.6%
FY20250Cr0Cr64.4%0.061.074.2%
FY20260Cr0Cr44.1%0.061.072.9%

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.

TREL DuPont Analysis — ROE 2.9% | YieldIQ