DuPont Decomposition

Why does MKPL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.9% = 1.8% × 2.92 × 1.72

Latest: FY2026

Profitability

Net Margin

1.8%

4.0% →1.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.92x

3.01x →2.92x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.72x

2.19x →1.72x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 17.2 pp over 5 years. Driven by net margin declining (4.0% → 1.8%), leverage falling (2.19x → 1.72x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.0%3.012.1926.2%
FY20230Cr0Cr3.5%3.052.0721.9%
FY20240Cr0Cr4.6%2.551.5818.4%
FY20250Cr0Cr3.1%2.051.8812.1%
FY20260Cr0Cr1.8%2.921.728.9%

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.

MKPL DuPont Analysis — ROE 8.9% | YieldIQ