DuPont Decomposition

Why does MUTHOOTCAP earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

1.7% = 1.8% × 0.15 × 6.05

Latest: FY2026

Profitability

Net Margin

1.8%

-40.8% →1.8%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.15x

0.19x →0.15x

Revenue per ₹ of assets

Leverage

Equity Multiplier

6.05x

5.10x →6.05x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 41.0 pp over 5 years. Driven by net margin improving (-40.8% → 1.8%), leverage rising (5.10x → 6.05x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-40.8%0.195.10-39.4%
FY20230Cr0Cr18.3%0.184.9816.1%
FY20240Cr0Cr32.4%0.163.7820.1%
FY20250Cr0Cr9.7%0.135.457.0%
FY20260Cr0Cr1.8%0.156.051.7%

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.

MUTHOOTCAP DuPont Analysis — ROE 1.7% | YieldIQ