DuPont Decomposition

Why does MOTISONS earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.4% = 9.3% × 0.91 × 1.23

Latest: FY2025

Profitability

Net Margin

9.3%

4.7% →9.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.91x

1.03x →0.91x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.23x

2.66x →1.23x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.3 pp over 4 years. Driven by net margin improving (4.7% → 9.3%), asset turnover declining (1.03x → 0.91x), leverage falling (2.66x → 1.23x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr4.7%1.032.6612.8%
FY20230Cr0Cr6.1%1.092.4516.1%
FY20240Cr0Cr9.3%0.251.453.3%
FY20250Cr0Cr9.3%0.911.2310.4%

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)

See DCF fair value for MOTISONS

Combine financial quality with intrinsic value.

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