DuPont Decomposition

Why does MANGLMCEM earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

5.3% = 2.7% × 0.78 × 2.54

Latest: FY2025

Profitability

Net Margin

2.7%

3.4% →2.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.78x

0.23x →0.78x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.54x

2.63x →2.54x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.2 pp over 3 years. Driven by asset turnover improving (0.23x → 0.78x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.4%0.232.632.1%
FY20240Cr0Cr4.0%0.212.552.1%
FY20250Cr0Cr2.7%0.782.545.3%

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.