DuPont Decomposition

Why does MANKIND earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.7% = 16.3% × 0.44 × 1.91

Latest: FY2025

Profitability

Net Margin

16.3%

18.4% →16.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.44x

0.85x →0.44x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.91x

1.45x →1.91x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 9.0 pp over 4 years. Driven by net margin declining (18.4% → 16.3%), asset turnover declining (0.85x → 0.44x), leverage rising (1.45x → 1.91x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr18.4%0.851.4522.7%
FY20230Cr0Cr14.3%0.211.314.0%
FY20240Cr0Cr19.5%0.201.285.1%
FY20250Cr0Cr16.3%0.441.9113.7%

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.