DuPont Decomposition

Why does MPSLTD earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

31.1% = 20.5% × 1.05 × 1.45

Latest: FY2025

Profitability

Net Margin

20.5%

21.8% →20.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.05x

0.91x →1.05x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.45x

1.30x →1.45x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.4 pp over 3 years. Driven by net margin declining (21.8% → 20.5%), asset turnover improving (0.91x → 1.05x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr21.8%0.911.3025.8%
FY20240Cr0Cr21.8%0.741.6025.8%
FY20250Cr0Cr20.5%1.051.4531.1%

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.