DuPont Decomposition

Why does MHRIL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.2% = 4.8% × 0.25 × 13.46

Latest: FY2025

Profitability

Net Margin

4.8%

7.9% →4.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.25x

0.08x →0.25x

Revenue per ₹ of assets

Leverage

Equity Multiplier

13.46x

23.90x →13.46x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 1.7 pp over 3 years. Driven by net margin declining (7.9% → 4.8%), asset turnover improving (0.08x → 0.25x), leverage falling (23.90x → 13.46x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr7.9%0.0823.9014.4%
FY20240Cr0Cr10.4%0.0818.7915.9%
FY20250Cr0Cr4.8%0.2513.4616.2%

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.

MHRIL DuPont Analysis — ROE 16.2% | YieldIQ