DuPont Decomposition

Why does MALUPAPER earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.2% = 0.3% × 1.64 × 24.62

Latest: FY2024

Profitability

Net Margin

0.3%

-3.0% →0.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.64x

1.36x →1.64x

Revenue per ₹ of assets

Leverage

Equity Multiplier

24.62x

9.01x →24.62x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 49.5 pp over 3 years. Driven by net margin improving (-3.0% → 0.3%), asset turnover improving (1.36x → 1.64x), leverage rising (9.01x → 24.62x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-3.0%1.369.01-36.3%
FY20230Cr-0Cr-4.5%1.5423.72-164.3%
FY20240Cr0Cr0.3%1.6424.6213.2%

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.

MALUPAPER DuPont Analysis — ROE 13.2% | YieldIQ