DuPont Decomposition

Why does MIDHANI earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.8% = 10.5% × 0.36 × 2.06

Latest: FY2025

Profitability

Net Margin

10.5%

19.2% →10.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.36x

0.12x →0.36x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.06x

2.23x →2.06x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 2.7 pp over 3 years. Driven by net margin declining (19.2% → 10.5%), asset turnover improving (0.12x → 0.36x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr19.2%0.122.235.2%
FY20240Cr0Cr11.4%0.142.203.5%
FY20250Cr0Cr10.5%0.362.067.8%

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.