Lupin Ltd. benchmarking: Perfomance to industry peers

Financial

	Lupin	Dr. Reddy's Lab	Cipla
Operational Metrics
Pharmaceuticals
Number of ANDA's Filed in USA	433.0 .	371.0 .	282.0 .
Number of ANDA's Approved By USFDA	341.0 .	300.0 .	228.0 .
Domestic Sales Growth - YoY	12.8 %	10.1 %	15.5 %
US DMF Filings	91.0 .	n/a	2472.0 .
R&D as a % of Total Sales	7.5 %	7.0 %	7.0 %
Financials
5 yr Average ROE	6.43 %	15.68 %	13.9 %
5yr average Equity Multiplier	1.73	1.41	1.25
5yr Average Asset Turnover Ratio	0.75	0.74	0.78
5yr Avg Net Profit Margin	5.06 %	15.18 %	14.31 %
Price to Book	4.95	2.74	3.22
P/E	22.49	17.72	23.31
5yr Avg Cash Conversion Cycle	-84.38 Days	74.48 Days	-4.31 Days
Inventory Days	53.29 Days	76.14 Days	57.83 Days
Days Receivable	50.0 Days	95.44 Days	50.64 Days
Days Payable	160.27 Days	102.6 Days	105.99 Days
5yr Average Interest Coverage Ratio	6.26	35.66	53.73
5yr Avg ROCE	10.02 %	21.82 %	19.36 %
5yr Avg Operating Profit Margin	14.15 %	23.61 %	23.02 %
5 yr average Debt to Equity	0.3	0.12	0.03
5yr CAGR Net Profit	21.95 %	23.71 %	17.0 %
5yr Average Return on Assets	3.91 %	11.24 %	11.19 %
Shareholdings
Promoter Holding	46.89 %	26.64 %	29.21 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	-0.21 %	-0.06 %	-4.4 %
Change in Mutual Fund Holding (3 Yrs)	1.54 %	2.93 %	5.12 %

Business

	Lupin	Dr. Reddy's Lab	Cipla
Product Wise Break-Up	Product Wise Break-Up Advanced Markets Formulations 45.0 India 34.0 Emerging Market 12.0 Active Pharmaceutical Ingredient (API) 9.0 NCD 1.0 USA 0 Developed Markets 0 Generic FDF 0 Custom Synthesis 0 Proprietary Products 0 Global Generics 0 0 New ventures 0 Pharmaceuticals 0	Product Wise Break-Up Developed Markets 0 Active Pharmaceutical Ingredient (API) 0 Pharmaceutical 10.62 NCD 0 Formulations 89.21 New ventures 0 USA 0 Advanced Markets Formulations 0 India 0 Pharmaceuticals 0 Generic FDF 0 Custom Synthesis 0 Emerging Market 0 Proprietary 0.17	Product Wise Break-Up Developed Markets 0 Active Pharmaceutical Ingredient (API) 0 0 NCD 0 Global Generics 0 New ventures 5.35 USA 0 Advanced Markets Formulations 0 India 0 Pharmaceutical 94.65 Generic FDF 0 Custom Synthesis 0 Emerging Market 0 Proprietary Products 0
Segment Break-Up	Segment Break-Up Pharmaceuticals 99.47 Research Services & Sale of IP`s 0 Others 0.53	-	-
Therapeutic Area Wise Break-Up - Domestic	Therapeutic Area Wise Break-Up - Domestic Cardiac Science 23.0 Anti - Diabetes 21.0 Respiratory Systems 14.0 Gastro Intestinal 10.0 Anti-Infective 7.0 Central Nervous System (CNS) 5.0 Gynecology 4.0 Pain Management 3.0 Anti-Tuberculosis 3.0 Vitamins / Minerals / Nutrients 3.0 Anti-infectives 0 Urology 0 Gastro Intestinal 0 Antivirals 0 Derma 0 Pain / Analgesics 0 Neuro /CNS 0 Gynaec. 0 Vitamins 0 Antineoplast 0 Opthal/Otologicals 0 Oncology 0 Anti Diabetic 0 Others 7.0	-	Therapeutic Area Wise Break-Up - Domestic Anti - Diabetes 5.5 Respiratory Systems 0 Central Nervous System (CNS) 4.5 Anti - Diabetes 0 Vitamins 0 Cardiac Science 0 Anti-Infective 0 Anti-Tuberculosis 0 Central Nervous System (CNS) 0 Oncology 0 Urology 5.1 Gynaec. 0 Anti-Infective 13.8 Gastro Intestinal 5.5 Gynecology 0 Antivirals 0 Derma 3.5 Ophthalmology 2.6 Antineoplast 0 Pain Management 4.3 Vitamins / Minerals / Nutrients 0 Pain Management 0 Others 55.2
Location Wise Break-Up	Location Wise Break-Up USA 39.0 India 34.0 Developed Markets 13.0 EMEA 10.0 API 4.0 Japan 0 Russia 0 SAGA 0 Europe 0 Global API 0 Rest of the World 0 Emerging Markets 0 North America 0	Location Wise Break-Up Russia 7.99 API 0 Developed Markets 0 Global API 0 USA 48.56 EMEA 0 Rest of the World 0 North America 0 India 17.36 Japan 0 SAGA 0 Europe 0 Emerging Markets 0 Others 26.09	Location Wise Break-Up Russia 0 API 0 Developed Markets 0 Global API 2.0 USA 0 EMEA 0 Rest of the World 0 North America 21.0 India 49.0 Japan 0 SAGA 14.0 Europe 13.0 Emerging Markets 0 Others 1.0
Acute vs Chronic	Acute vs Chronic Chronic 63.1 Acute 36.9	-	-

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