DuPont Decomposition

Why does MANAKALUCO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.3% = 1.3% × 1.02 × 3.87

Latest: FY2026

Profitability

Net Margin

1.3%

1.7% →1.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.02x

1.16x →1.02x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.87x

3.20x →3.87x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 1.1 pp over 5 years. Driven by asset turnover declining (1.16x → 1.02x), leverage rising (3.20x → 3.87x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.7%1.163.206.4%
FY20230Cr0Cr1.9%1.263.037.1%
FY20240Cr0Cr1.2%1.023.223.9%
FY20250Cr0Cr1.2%1.013.734.5%
FY20260Cr0Cr1.3%1.023.875.3%

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.

MANAKALUCO DuPont Analysis — ROE 5.3% | YieldIQ