Dr. Reddy's Laboratories Ltd. benchmarking: Perfomance to industry peers

Financial

	Dr. Reddy's Lab	Cipla	Lupin
Operational Metrics
Pharmaceuticals
Number of ANDA's Filed in USA	371.0 .	282.0 .	433.0 .
Number of ANDA's Approved By USFDA	300.0 .	228.0 .	341.0 .
Domestic Sales Growth - YoY	10.1 %	15.5 %	12.8 %
Global DMFs filed	1331.0 .	n/a	n/a
R&D as a % of Total Sales	7.0 %	7.0 %	7.5 %
Financials
5 yr Average ROE	15.68 %	13.9 %	6.43 %
5yr average Equity Multiplier	1.41	1.25	1.73
5yr Average Asset Turnover Ratio	0.74	0.78	0.75
5yr Avg Net Profit Margin	15.18 %	14.31 %	5.06 %
Price to Book	2.74	3.22	4.95
P/E	17.72	23.31	22.49
5yr Avg Cash Conversion Cycle	74.48 Days	-4.31 Days	-84.38 Days
Inventory Days	76.14 Days	57.83 Days	53.29 Days
Days Receivable	95.44 Days	50.64 Days	50.0 Days
Days Payable	102.6 Days	105.99 Days	160.27 Days
5yr Average Interest Coverage Ratio	35.66	53.73	6.26
5yr Avg ROCE	21.82 %	19.36 %	10.02 %
5yr Avg Operating Profit Margin	23.61 %	23.02 %	14.15 %
5 yr average Debt to Equity	0.12	0.03	0.3
5yr CAGR Net Profit	23.71 %	17.0 %	21.95 %
5yr Average Return on Assets	11.24 %	11.19 %	3.91 %
Shareholdings
Promoter Holding	26.64 %	29.21 %	46.89 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	-0.06 %	-4.4 %	-0.21 %
Change in Mutual Fund Holding (3 Yrs)	2.93 %	5.12 %	1.54 %

Business

	Dr. Reddy's Lab	Cipla	Lupin
Product Wise Break-Up	Product Wise Break-Up Formulations 89.21 Pharmaceutical 10.62 Proprietary 0.17 New ventures 0 Pharmaceuticals 0 USA 0 Developed Markets 0 NCE licensing income 0 API 0 India 0 Emerging Market Formulation 0 Advanced Markets Formulations 0 Generic FDF 0 Custom Synthesis 0	Product Wise Break-Up Advanced Markets Formulations 0 Developed Markets 0 New ventures 5.35 Formulations 0 USA 0 NCE licensing income 0 API 0 India 0 Emerging Market Formulation 0 Pharmaceutical 94.65 Custom Synthesis 0 Generic FDF 0 Proprietary 0 Pharmaceutical 0	Product Wise Break-Up Advanced Markets Formulations 45.0 Developed Markets 0 New ventures 0 Formulations 0 USA 0 NCD 1.0 Active Pharmaceutical Ingredient (API) 9.0 India 34.0 Emerging Market 12.0 Pharmaceuticals 0 Custom Synthesis 0 Generic FDF 0 Proprietary 0 Pharmaceutical 0
Location Wise Break-Up	Location Wise Break-Up USA 48.56 India 17.36 Russia 7.99 SAGA 0 Europe 0 Global API 0 Rest of the World 0 Emerging Markets 0 North America 0 API 0 EMEA 0 Growth Markets 0 Japan 0 Others 26.09	Location Wise Break-Up Growth Markets 0 API 0 Japan 0 USA 0 Emerging Markets 0 India 49.0 SAGA 14.0 Rest of the World 0 EMEA 0 Europe 13.0 Global API 2.0 Russia 0 North America 21.0 Others 1.0	Location Wise Break-Up Developed Markets 13.0 API 4.0 Japan 0 USA 39.0 Emerging Markets 0 India 34.0 SAGA 0 Rest of the World 0 EMEA 10.0 Europe 0 Global API 0 Russia 0 North America 0
Operating Profit Break-Up	Operating Profit Break-Up Global Generics 97.0 Pharmaceutical Services and Active Ingredients 2.91 Proprietary Products 0.09 New Ventures 0 Pharmaceuticals 0	Operating Profit Break-Up Global Generics 0 New Ventures 5.14 Proprietary Products 0 Pharmaceuticals 94.86 0	-
Therapeutic Area Break-Up	Therapeutic Area Break-Up Oncology 27.53 Central Nervous System (CNS) 12.12 Pain Management 9.77 Gastro Intestinal 9.52 Respiratory 7.04 Cardiac Science 6.65 Anti-Infective 6.48 Others 20.89	-	-
Asset Break-Up	Asset Break-Up India 80.24 Switzerland 8.45 USA 2.37 South Africa 0 USA 0 Others 8.94	Asset Break-Up USA 28.99 India 49.7 South Africa 18.03 Switzerland 0 Others 3.28	-

Dr. Reddy's Laboratories Ltd.

Dr. Reddy's Laboratories Ltd.

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