Zydus Lifesciences Ltd. benchmarking: Perfomance to industry peers

Financial

	Zydus Lifesciences	Lupin	Mankind Pharma
Operational Metrics
Pharmaceuticals
Number of ANDA's Filed in USA	487.0 .	433.0 .	67.0 .
Number of ANDA's Approved By USFDA	423.0 .	341.0 .	48.0 .
Domestic Sales Growth - YoY	6.7 %	7.0 %	7.9 %
US DMF Filings	147.0 .	91.0 .	n/a
R&D as a % of Total Sales	7.9 %	7.5 %	2.2 %
Financials
5 yr Average ROE	18.47 %	6.43 %	20.33 %
5yr average Equity Multiplier	1.52	1.73	1.46
5yr Average Asset Turnover Ratio	0.66	0.75	0.81
5yr Avg Net Profit Margin	19.02 %	5.06 %	17.68 %
Price to Book	3.75	4.78	6.12
P/E	19.31	21.71	53.44
5yr Avg Cash Conversion Cycle	-84.89 Days	-84.38 Days	-13.08 Days
Inventory Days	36.38 Days	53.29 Days	59.06 Days
Days Receivable	36.93 Days	50.0 Days	34.35 Days
Days Payable	160.15 Days	160.27 Days	121.69 Days
5yr Average Interest Coverage Ratio	30.19	6.26	46.07
5yr Avg ROCE	19.65 %	10.02 %	25.06 %
5yr Avg Operating Profit Margin	24.4 %	14.15 %	24.62 %
5 yr average Debt to Equity	0.17	0.3	0.16
5yr CAGR Net Profit	16.23 %	21.95 %	9.49 %
5yr Average Return on Assets	12.22 %	3.91 %	14.46 %
Shareholdings
Promoter Holding	74.99 %	46.9 %	72.67 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	0.01 %	-0.21 %	-3.83 %
Change in Mutual Fund Holding (3 Yrs)	-0.66 %	4.13 %	5.95 %

Business

	Zydus Lifesciences	Lupin	Mankind Pharma
Product Wise Break-Up	Product Wise Break-Up US Formulations 49.0 India Formulations 24.0 Wellness 13.0 EMB Formulations 11.0 Active Pharmaceutical Ingredient (API) 2.4 Alliance 0.4 Emerging Markets 0 Europe Formulatios 0 Animal Health 0 USA 0 Developed Markets 0 NCE licensing income 0 India 0 Emerging Market Formulation 0 Advanced Markets Formulations 0 Generic FDF 0 Custom Synthesis 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 Others 0.2	Product Wise Break-Up VMN 0 Anti-infectives 0 Emerging Markets 0 India 34.0 Urology 0 Neuro/CNS 0 Generic FDF 0 Wellness 0 US Formulations 0 Alliance 0 Advanced Markets Formulations 45.0 India Formulations 0 NCD 1.0 Cardiovascular 0 Europe Formulatios 0 Emerging Market 12.0 Custom Synthesis 0 USA 0 Dermatology 0 Respiratory 0 Active Pharmaceutical Ingredient (API) 0 Gastro - Intestinal 0 Gynaecology 0 Animal Health 0 EMB Formulations 0 Pain/Analgesics 0 Anti-Diabetic 0 Developed Markets 0 Others 8.0	Product Wise Break-Up VMN 9.0 Anti-infectives 16.0 Emerging Markets 0 India 0 Urology 5.0 Neuro/CNS 4.0 Generic FDF 0 Wellness 0 US Formulations 0 Alliance 0 Advanced Markets Formulations 0 India Formulations 0 NCE licensing income 0 Cardiovascular 12.0 Europe Formulatios 0 Emerging Market Formulation 0 Custom Synthesis 0 USA 0 Dermatology 5.0 Respiratory 6.0 Active Pharmaceutical Ingredient (API) 0 Gastrointestinal 11.0 Gynaecology 11.0 Animal Health 0 EMB Formulations 0 Pain/Analgesics 5.0 Anti-Diabetic 9.0 Developed Markets 0 Others 7.0
Segment Break-Up	Segment Break-Up Pharmaceuticals 86.96 OTC 13.04 Research Services & Sale of IP`s 0	Segment Break-Up Research Services & Sale of IP`s 0 OTC 0 Pharmaceuticals 99.49 Others 0.51	-
Location Wise Break-Up	Location Wise Break-Up USA 47.94 India 39.81 API 0 EMEA 0 Growth Markets 0 Japan 0 Nepal 0 Sri Lanka 0 Bangladesh 0 Others 12.25	Location Wise Break-Up India 34.0 Sri Lanka 0 API 4.0 USA 39.0 Japan 0 Nepal 0 Developed Markets 13.0 EMEA 10.0 Bangladesh 0	Location Wise Break-Up India 87.0 Sri Lanka 0 API 0 USA 0 Japan 0 Nepal 0 Growth Markets 0 EMEA 0 Bangladesh 0 Others 13.0
Operating Profit Break-Up	Operating Profit Break-Up Pharmaceuticals 92.53 OTC 7.47	-	-
Therapeutic Area Break-Up	Therapeutic Area Break-Up Cardiac Science 16.0 Respiratory Systems 13.0 Anti-Infective 13.0 Gastro Intestinal 9.0 Pain Management 8.0 Dermatology 6.0 Gynecology 6.0 Others 29.0	-	-
Asset Break-Up	Asset Break-Up India 93.18 USA 4.31 Others 2.51	-	-

Zydus Lifesciences Ltd.

Zydus Lifesciences Ltd.

Financial

Business

SIGN UP FOR FREE