DuPont Decomposition

Why does MAHLOG earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-7.9% = -0.6% × 2.37 × 5.68

Latest: FY2025

Profitability

Net Margin

-0.6%

-0.1% →-0.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.37x

0.50x →2.37x

Revenue per ₹ of assets

Leverage

Equity Multiplier

5.68x

4.55x →5.68x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 7.7 pp over 3 years. Driven by asset turnover improving (0.50x → 2.37x), leverage rising (4.55x → 5.68x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-0.1%0.504.55-0.2%
FY20240Cr-0Cr-0.8%0.595.03-2.4%
FY20250Cr-0Cr-0.6%2.375.68-7.9%

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)

See DCF fair value for MAHLOG

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.