DuPont Decomposition

Why does MARKSANS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.3% = 14.6% × 0.81 × 1.30

Latest: FY2025

Profitability

Net Margin

14.6%

17.0% →14.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.81x

0.22x →0.81x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.30x

1.26x →1.30x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 10.5 pp over 3 years. Driven by net margin declining (17.0% → 14.6%), asset turnover improving (0.22x → 0.81x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr17.0%0.221.264.7%
FY20240Cr0Cr13.9%0.211.303.8%
FY20250Cr0Cr14.6%0.811.3015.3%

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.