DuPont Decomposition

Why does MARICO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

38.2% = 15.2% × 1.29 × 1.95

Latest: FY2025

Profitability

Net Margin

15.2%

13.6% →15.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.29x

0.32x →1.29x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.95x

1.83x →1.95x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 30.2 pp over 3 years. Driven by net margin improving (13.6% → 15.2%), asset turnover improving (0.32x → 1.29x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr13.6%0.321.838.0%
FY20240Cr0Cr14.1%0.311.948.3%
FY20250Cr0Cr15.2%1.291.9538.2%

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.