DuPont Decomposition

Why does MANORG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.3% = 2.4% × 0.85 × 2.13

Latest: FY2025

Profitability

Net Margin

2.4%

10.9% →2.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.85x

0.88x →0.85x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.13x

1.84x →2.13x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 13.4 pp over 4 years. Driven by net margin declining (10.9% → 2.4%), leverage rising (1.84x → 2.13x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr10.9%0.881.8417.7%
FY20230Cr-0Cr-5.5%0.971.83-9.9%
FY20240Cr0Cr0.9%1.021.731.6%
FY20250Cr0Cr2.4%0.852.134.3%

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.