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

4.9% = 13.6% × 0.10 × 3.53

Latest: FY2026

Profitability

Net Margin

13.6%

71.3% →13.6%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.10x

0.15x →0.10x

Revenue per ₹ of assets

Leverage

Equity Multiplier

3.53x

1.01x →3.53x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 5.8 pp over 5 years. Driven by net margin declining (71.3% → 13.6%), leverage rising (1.01x → 3.53x).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr71.3%0.151.0110.7%
FY20230Cr0Cr24.5%0.082.575.3%
FY20240Cr0Cr17.8%0.103.796.6%
FY20250Cr0Cr10.8%0.183.837.3%
FY20260Cr0Cr13.6%0.103.534.9%

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.

MUFIN DuPont Analysis — ROE 4.9% | YieldIQ