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

6.3% = 17.7% × 0.08 × 4.65

Latest: FY2026

Profitability

Net Margin

17.7%

32.9% →17.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.08x

0.12x →0.08x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.65x

4.04x →4.65x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 9.6 pp over 5 years. Driven by net margin declining (32.9% → 17.7%), leverage rising (4.04x → 4.65x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr32.9%0.124.0415.9%
FY20230Cr0Cr33.5%0.114.1015.5%
FY20240Cr0Cr36.9%0.134.0518.9%
FY20250Cr0Cr19.0%0.133.969.8%
FY20260Cr0Cr17.7%0.084.656.3%

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.

MANAPPURAM DuPont Analysis — ROE 6.3% | YieldIQ