DuPont Decomposition

Why does MMP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.0% = 5.6% × 1.26 × 1.70

Latest: FY2025

Profitability

Net Margin

5.6%

6.5% →5.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.26x

1.34x →1.26x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.70x

1.41x →1.70x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~12%. Driven by leverage rising (1.41x → 1.70x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr6.5%1.341.4112.2%
FY20230Cr0Cr4.0%1.501.398.3%
FY20240Cr0Cr5.5%1.331.5110.9%
FY20250Cr0Cr5.6%1.261.7012.0%

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 MMP

Combine financial quality with intrinsic value.

See Fair Value →

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

MMP DuPont Analysis — ROE 12.0% | YieldIQ