DuPont Decomposition

Why does MADHAV earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-1.3% = -4.8% × 0.22 × 1.18

Latest: FY2025

Profitability

Net Margin

-4.8%

-9.6% →-4.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.22x

0.37x →0.22x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.18x

1.15x →1.18x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.8 pp over 4 years. Driven by net margin improving (-9.6% → -4.8%), asset turnover declining (0.37x → 0.22x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-9.6%0.371.15-4.1%
FY20230Cr-0Cr-8.1%0.331.16-3.1%
FY20240Cr-0Cr-5.8%0.281.19-1.9%
FY20250Cr-0Cr-4.8%0.221.18-1.3%

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.

MADHAV DuPont Analysis — ROE -1.3% | YieldIQ