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

11.7% = 24.4% × 0.10 × 4.60

Latest: FY2025

Profitability

Net Margin

24.4%

20.6% →24.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.10x

0.04x →0.10x

Revenue per ₹ of assets

Leverage

Equity Multiplier

4.60x

5.10x →4.60x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 8.0 pp over 3 years. Driven by net margin improving (20.6% → 24.4%), leverage falling (5.10x → 4.60x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr20.6%0.045.103.7%
FY20240Cr0Cr20.3%0.045.253.9%
FY20250Cr0Cr24.4%0.104.6011.7%

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 11.7% | YieldIQ