DuPont Decomposition

Why does MFML earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

8.1% = 5.5% × 0.75 × 1.97

Latest: FY2025

Profitability

Net Margin

5.5%

-0.2% →5.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.75x

0.92x →0.75x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.97x

1.76x →1.97x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 8.4 pp over 3 years. Driven by net margin improving (-0.2% → 5.5%), asset turnover declining (0.92x → 0.75x), leverage rising (1.76x → 1.97x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-0.2%0.921.76-0.4%
FY20240Cr0Cr0.9%0.941.881.6%
FY20250Cr0Cr5.5%0.751.978.1%

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.

MFML DuPont Analysis — ROE 8.1% | YieldIQ