DuPont Decomposition

Why does MANCREDIT earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.3% = 26.9% × 0.14 × 2.48

Latest: FY2025

Profitability

Net Margin

26.9%

44.6% →26.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.14x

0.10x →0.14x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.48x

1.30x →2.48x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.5 pp over 4 years. Driven by net margin declining (44.6% → 26.9%), leverage rising (1.30x → 2.48x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr44.6%0.101.305.7%
FY20230Cr0Cr38.0%0.101.817.1%
FY20240Cr0Cr31.9%0.122.158.3%
FY20250Cr0Cr26.9%0.142.489.3%

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.