DuPont Decomposition

Why does MOSCHIP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.2% = 7.2% × 1.05 × 1.35

Latest: FY2025

Profitability

Net Margin

7.2%

4.4% →7.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.05x

0.91x →1.05x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.35x

2.48x →1.35x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~10%. Driven by net margin improving (4.4% → 7.2%), asset turnover improving (0.91x → 1.05x), leverage falling (2.48x → 1.35x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.4%0.912.489.9%
FY20230Cr0Cr3.1%0.921.905.5%
FY20240Cr0Cr3.4%0.771.423.7%
FY20250Cr0Cr7.2%1.051.3510.2%

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)

See DCF fair value for MOSCHIP

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