DuPont Decomposition

Why does MUTHOOTFIN earn its ROE?

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

ROE = Net Margin × Asset Turnover × Equity Multiplier

27.1% = 52.3% × 0.10 × 5.00

Latest: FY2026

Profitability

Net Margin

52.3%

50.5% →52.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.10x

0.10x →0.10x

Revenue per ₹ of assets

Leverage

Equity Multiplier

5.00x

4.06x →5.00x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 5.7 pp over 5 years. Driven by net margin improving (50.5% → 52.3%), leverage rising (4.06x → 5.00x). High financial leverage (equity multiplier > 4x) amplifies returns but also risk.

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr50.5%0.104.0621.4%
FY20230Cr0Cr46.9%0.103.7016.7%
FY20240Cr0Cr44.8%0.103.8417.2%
FY20250Cr0Cr41.5%0.104.5218.2%
FY20260Cr0Cr52.3%0.105.0027.1%

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.

MUTHOOTFIN DuPont Analysis — ROE 27.1% | YieldIQ