DuPont Decomposition

Why does MCLEODRUSS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-349.3% = -16.9% × 0.33 × 63.46

Latest: FY2025

Profitability

Net Margin

-16.9%

-13.6% →-16.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.33x

0.28x →0.33x

Revenue per ₹ of assets

Leverage

Equity Multiplier

63.46x

2.89x →63.46x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 338.4 pp over 4 years. Driven by net margin declining (-13.6% → -16.9%), leverage rising (2.89x → 63.46x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-13.6%0.282.89-11.0%
FY20230Cr-0Cr-79.5%0.366.57-185.6%
FY20240Cr-0Cr-27.9%0.3214.14-124.6%
FY20250Cr-0Cr-16.9%0.3363.46-349.3%

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.