DuPont Decomposition

Why does MAHEPC earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.2% = 2.6% × 0.93 × 1.69

Latest: FY2025

Profitability

Net Margin

2.6%

3.9% →2.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.93x

0.28x →0.93x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.69x

1.55x →1.69x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.5 pp over 3 years. Driven by net margin declining (3.9% → 2.6%), asset turnover improving (0.28x → 0.93x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr3.9%0.281.551.7%
FY20240Cr0Cr2.1%0.281.560.9%
FY20250Cr0Cr2.6%0.931.694.2%

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.