DuPont Decomposition

Why does MEDICO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.2% = 6.8% × 1.24 × 1.92

Latest: FY2025

Profitability

Net Margin

6.8%

4.1% →6.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.24x

1.53x →1.24x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.92x

2.12x →1.92x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.0 pp over 4 years. Driven by net margin improving (4.1% → 6.8%), asset turnover declining (1.53x → 1.24x), leverage falling (2.12x → 1.92x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.1%1.532.1213.2%
FY20230Cr0Cr5.2%1.581.9916.5%
FY20240Cr0Cr5.8%1.491.8415.8%
FY20250Cr0Cr6.8%1.241.9216.2%

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.