DuPont Decomposition

Why does MBLINFRA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.9% = 132.1% × 0.04 × 3.16

Latest: FY2025

Profitability

Net Margin

132.1%

-11.6% →132.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.04x

0.01x →0.04x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.16x

3.76x →3.16x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 18.5 pp over 3 years. Driven by net margin improving (-11.6% → 132.1%), leverage falling (3.76x → 3.16x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-11.6%0.013.76-0.6%
FY20240Cr-0Cr-47.0%0.013.87-1.5%
FY20250Cr0Cr132.1%0.043.1617.9%

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)

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