DuPont Decomposition

Why does MEESHO earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

-30.9% = -10.8% × 1.60 × 1.80

Latest: FY2026

Profitability

Net Margin

-10.8%

-29.2% →-10.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.60x

1.49x →1.60x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.80x

1.56x →1.80x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 36.7 pp over 4 years. Driven by net margin improving (-29.2% → -10.8%), asset turnover improving (1.49x → 1.60x), leverage rising (1.56x → 1.80x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-29.2%1.491.56-67.6%
FY20240Cr-0Cr-4.3%1.831.87-14.7%
FY20250Cr-0Cr-42.0%1.305.00-272.7%
FY20260Cr-0Cr-10.8%1.601.80-30.9%

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.

MEESHO DuPont Analysis — ROE -30.9% | YieldIQ