DuPont Decomposition

Why does MOTHERSON earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

9.4% = 3.1% × 1.13 × 2.70

Latest: FY2026

Profitability

Net Margin

3.1%

1.4% →3.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.13x

1.12x →1.13x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.70x

2.73x →2.70x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.2 pp over 5 years. Driven by net margin improving (1.4% → 3.1%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr1.4%1.122.734.2%
FY20230Cr0Cr1.9%1.262.756.7%
FY20240Cr0Cr2.8%1.153.2510.4%
FY20250Cr0Cr3.4%1.212.6610.9%
FY20260Cr0Cr3.1%1.132.709.4%

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.

MOTHERSON DuPont Analysis — ROE 9.4% | YieldIQ