DuPont Decomposition

Why does MENONBE earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

15.7% = 10.5% × 1.03 × 1.45

Latest: FY2025

Profitability

Net Margin

10.5%

17.1% →10.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.03x

0.31x →1.03x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.45x

1.30x →1.45x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 8.8 pp over 3 years. Driven by net margin declining (17.1% → 10.5%), asset turnover improving (0.31x → 1.03x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr17.1%0.311.306.9%
FY20240Cr0Cr10.5%0.261.433.9%
FY20250Cr0Cr10.5%1.031.4515.7%

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.