DuPont Decomposition

Why does MUKKA earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.2% = 4.7% × 0.91 × 2.36

Latest: FY2025

Profitability

Net Margin

4.7%

3.2% →4.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.91x

1.95x →0.91x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.36x

3.81x →2.36x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 13.3 pp over 4 years. Driven by net margin improving (3.2% → 4.7%), asset turnover declining (1.95x → 0.91x), leverage falling (3.81x → 2.36x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.2%1.953.8123.5%
FY20230Cr0Cr3.8%2.013.6928.3%
FY20240Cr0Cr5.4%1.472.3818.8%
FY20250Cr0Cr4.7%0.912.3610.2%

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)

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