DuPont Decomposition

Why does MWL earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

11.3% = 2.8% × 1.67 × 2.43

Latest: FY2025

Profitability

Net Margin

2.8%

2.4% →2.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

1.67x

4.21x →1.67x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.43x

2.73x →2.43x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 16.0 pp over 4 years. Driven by asset turnover declining (4.21x → 1.67x), leverage falling (2.73x → 2.43x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.4%4.212.7327.3%
FY20230Cr0Cr2.7%2.491.8512.3%
FY20240Cr0Cr2.7%1.982.2211.7%
FY20250Cr0Cr2.8%1.672.4311.3%

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.