DuPont Decomposition

Why does AMAGI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-13.5% = -5.9% × 0.82 × 2.80

Latest: FY2025

Profitability

Net Margin

-5.9%

-47.2% →-5.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.82x

0.48x →0.82x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.80x

2.18x →2.80x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 36.4 pp over 3 years. Driven by net margin improving (-47.2% → -5.9%), asset turnover improving (0.48x → 0.82x), leverage rising (2.18x → 2.80x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-47.2%0.482.18-49.9%
FY20240Cr-0Cr-27.9%0.672.63-49.3%
FY20250Cr-0Cr-5.9%0.822.80-13.5%

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)

See DCF fair value for AMAGI

Combine financial quality with intrinsic value.

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