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

10.4% = 3.7% × 0.87 × 3.25

Latest: FY2026

Profitability

Net Margin

3.7%

3.2% →3.7%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.87x

1.95x →0.87x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.25x

3.99x →3.25x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 14.2 pp over 5 years. Driven by asset turnover declining (1.95x → 0.87x), leverage falling (3.99x → 3.25x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr3.2%1.953.9924.6%
FY20230Cr0Cr3.8%2.013.8929.8%
FY20240Cr0Cr5.2%1.432.3817.7%
FY20250Cr0Cr4.7%0.912.4410.5%
FY20260Cr0Cr3.7%0.873.2510.4%

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.

MUKKA DuPont Analysis — ROE 10.4% | YieldIQ