DuPont Decomposition

Why does MGL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

13.1% = 10.2% × 0.92 × 1.40

Latest: FY2026

Profitability

Net Margin

10.2%

16.9% →10.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.92x

0.68x →0.92x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.40x

1.45x →1.40x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.5 pp over 5 years. Driven by net margin declining (16.9% → 10.2%), asset turnover improving (0.68x → 0.92x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr16.9%0.681.4516.6%
FY20230Cr0Cr12.6%1.041.4619.1%
FY20240Cr0Cr20.5%0.861.4125.0%
FY20250Cr0Cr14.3%0.881.4117.7%
FY20260Cr0Cr10.2%0.921.4013.1%

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.

MGL DuPont Analysis — ROE 13.1% | YieldIQ