DuPont Decomposition

Why does MANAPPURAM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.8% = 19.1% × 0.13 × 3.95

Latest: FY2025

Profitability

Net Margin

19.1%

23.1% →19.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.13x

0.04x →0.13x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.95x

4.09x →3.95x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.6 pp over 3 years. Driven by net margin declining (23.1% → 19.1%).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr23.1%0.044.094.2%
FY20240Cr0Cr23.9%0.054.044.9%
FY20250Cr0Cr19.1%0.133.959.8%

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.