DuPont Decomposition

Why does MASFIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

12.5% = 21.1% × 0.13 × 4.62

Latest: FY2026

Profitability

Net Margin

21.1%

23.4% →21.1%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.13x

0.11x →0.13x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.62x

4.67x →4.62x

Assets funded by equity vs debt

Trend Analysis

ROE stable at ~12%. Driven by net margin declining (23.4% → 21.1%). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr23.4%0.114.6711.9%
FY20230Cr0Cr26.2%0.105.2813.4%
FY20240Cr0Cr24.9%0.115.3614.1%
FY20250Cr0Cr21.5%0.124.6811.9%
FY20260Cr0Cr21.1%0.134.6212.5%

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.

MASFIN DuPont Analysis — ROE 12.5% | YieldIQ