DuPont Decomposition

Why does MUFIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

7.2% = 10.8% × 0.17 × 3.84

Latest: FY2025

Profitability

Net Margin

10.8%

71.3% →10.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.17x

0.15x →0.17x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.84x

1.01x →3.84x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 3.6 pp over 4 years. Driven by net margin declining (71.3% → 10.8%), leverage rising (1.01x → 3.84x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr71.3%0.151.0110.7%
FY20230Cr0Cr24.5%0.082.575.3%
FY20240Cr0Cr12.6%0.033.791.7%
FY20250Cr0Cr10.8%0.173.847.2%

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.