DuPont Decomposition

Why does M&MFIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.5% = 24.9% × 0.06 × 6.68

Latest: FY2025

Profitability

Net Margin

24.9%

16.7% →24.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.06x

0.08x →0.06x

Revenue per ₹ of assets

Leverage

Equity Multiplier

6.68x

4.92x →6.68x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 3.8 pp over 4 years. Driven by net margin improving (16.7% → 24.9%), leverage rising (4.92x → 6.68x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr16.7%0.084.926.7%
FY20230Cr0Cr28.0%0.075.6211.1%
FY20240Cr0Cr23.8%0.076.199.7%
FY20250Cr0Cr24.9%0.066.6810.5%

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.