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

-272.7% = -42.0% × 1.30 × 5.00

Latest: FY2025

Profitability

Net Margin

-42.0%

-29.2% →-42.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.30x

1.49x →1.30x

Revenue per ₹ of assets

Leverage

Equity Multiplier

5.00x

1.56x →5.00x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 205.0 pp over 3 years. Driven by net margin declining (-29.2% → -42.0%), asset turnover declining (1.49x → 1.30x), leverage rising (1.56x → 5.00x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 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%

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 MEESHO

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