DuPont Decomposition

Why does MAANALU earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.7% = 1.9% × 2.69 × 1.68

Latest: FY2025

Profitability

Net Margin

1.9%

3.9% →1.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.69x

3.32x →2.69x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.68x

2.03x →1.68x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 17.4 pp over 4 years. Driven by net margin declining (3.9% → 1.9%), asset turnover declining (3.32x → 2.69x), leverage falling (2.03x → 1.68x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.9%3.322.0326.1%
FY20230Cr0Cr6.2%3.591.7338.4%
FY20240Cr0Cr3.5%4.221.3820.1%
FY20250Cr0Cr1.9%2.691.688.7%

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.

MAANALU DuPont Analysis — ROE 8.7% | YieldIQ