Lupin Ltd. benchmarking: Performance to industry peers

Financial

	Lupin	Zydus Lifesciences	Mankind Pharma
Operational Metrics
Pharmaceuticals
Number of ANDA's Filed in USA	430.0 .	508.0 .	67.0 .
Number of ANDA's Approved By USFDA	344.0 .	435.0 .	48.0 .
Domestic Sales Growth - YoY	11.2 %	12.0 %	9.8 %
US DMF Filings	94.0 .	147.0 .	n/a
R&D as a % of Total Sales	7.5 %	9.2 %	2.2 %
Financials
5 yr Average ROE	8.95 %	18.47 %	20.33 %
5yr average Equity Multiplier	1.73	1.52	1.46
5yr Average Asset Turnover Ratio	0.75	0.66	0.81
5yr Avg Net Profit Margin	5.06 %	19.02 %	17.68 %
Price to Book	4.77	4.05	6.23
P/E	20.08	21.8	53.13
5yr Avg Cash Conversion Cycle	-84.38 Days	-84.89 Days	-13.08 Days
Inventory Days	53.29 Days	36.38 Days	59.06 Days
Days Receivable	50.0 Days	36.93 Days	34.35 Days
Days Payable	160.27 Days	160.15 Days	121.69 Days
5yr Average Interest Coverage Ratio	6.26	30.19	46.07
5yr Avg ROCE	10.02 %	19.65 %	25.06 %
5yr Avg Operating Profit Margin	14.15 %	24.4 %	24.62 %
5 yr average Debt to Equity	0.3	0.17	0.16
5yr CAGR Net Profit	21.95 %	16.23 %	9.49 %
5yr Average Return on Assets	3.91 %	12.22 %	14.46 %
Shareholdings
Promoter Holding	46.86 %	75.0 %	72.66 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	-0.22 %	0.02 %	-3.84 %
Change in Mutual Fund Holding (3 Yrs)	-0.03 %	-0.71 %	8.53 %

Business

	Lupin	Zydus Lifesciences	Mankind Pharma
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 IM Formulations 0 Emerging Markets 0 Europe Formulatios 0 Alliances 0 Wellness 0 Animal Health 0 India Formulations 0 US Formulations 0 Urology 0 Neuro/CNS 0 Pain/Analgesics 0 Gynaecology 0 Dermatology 0 Anti-Diabetic 0 Respiratory 0 VMN 0 Gastro - Intestinal 0 Cardiovascular 0 Anti-infectives 0	Product Wise Break-Up Urology 0 Gynaecology 0 Emerging Market 0 VMN 0 Cardiovascular 0 Alliances 0 Respiratory 0 India 0 Emerging Markets 0 Dermatology 0 Anti-infectives 0 India Formulations 24.0 EMB Formulations 11.0 Animal Health 0 Neuro/CNS 0 Gastro - Intestinal 0 Europe Formulatios 0 Custom Synthesis 0 Advanced Markets Formulations 0 NCD 0 Developed Markets 0 US Formulations 40.0 Active Pharmaceutical Ingredient (API) 0 Generic FDF 0 Pain/Analgesics 0 USA 0 Anti-Diabetic 0 Wellness 20.0 Others 5.0	Product Wise Break-Up Urology 4.0 Gynaecology 11.0 Emerging Market 0 VMN 8.0 Cardiovascular 16.0 Alliances 0 Respiratory 8.0 India 0 Emerging Markets 0 Dermatology 4.0 Anti-infectives 12.0 India Formulations 0 IM Formulations 0 Animal Health 0 Neuro/CNS 2.0 Gastrointestinal 9.0 Europe Formulatios 0 Custom Synthesis 0 Advanced Markets Formulations 0 NCD 0 Developed Markets 0 US Formulations 0 Active Pharmaceutical Ingredient (API) 0 Generic FDF 0 Pain/Analgesics 4.0 USA 0 Anti-Diabetic 9.0 Wellness 0 Others 13.0
Segment Break-Up	Segment Break-Up Pharmaceuticals 99.46 Research Services & Sale of IP`s 0 Medical technologies 0 Consumer Products 0 Others 0.54	Segment Break-Up OTC 19.55 Pharmaceuticals 76.13 Medical technologies 4.32 Research Services & Sale of IP`s 0	-
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 Others 7.0	-	-
Location Wise Break-Up	Location Wise Break-Up USA 46.0 India 26.0 EMEA 13.0 Developed Markets 12.0 API 3.0 Japan 0 Nepal 0 Sri Lanka 0 Bangladesh 0	Location Wise Break-Up Nepal 0 API 0 Sri Lanka 0 India 39.81 Bangladesh 0 USA 47.94 Japan 0 EMEA 0 Developed Markets 0 Others 12.25	Location Wise Break-Up Nepal 0 API 0 Sri Lanka 0 India 84.0 Bangladesh 0 USA 0 Japan 0 EMEA 0 Developed Markets 0 Others 16.0
Acute vs Chronic	Acute vs Chronic Chronic 63.1 Acute 36.9	-	Acute vs Chronic Acute 60.1 Chronic 39.9

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