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

Financial

	Dr. Reddy's Lab	Lupin	Zydus Lifesciences
Operational Metrics
Pharmaceuticals
Number of ANDA's Filed in USA	367.0 .	433.0 .	487.0 .
Number of ANDA's Approved By USFDA	294.0 .	341.0 .	423.0 .
Domestic Sales Growth - YoY	9.1 %	7.0 %	6.7 %
Global DMFs filed	1300.0 .	n/a	n/a
R&D as a % of Total Sales	7.0 %	7.5 %	7.9 %
Financials
5 yr Average ROE	15.68 %	6.43 %	18.47 %
5yr average Equity Multiplier	1.41	1.73	1.52
5yr Average Asset Turnover Ratio	0.74	0.75	0.66
5yr Avg Net Profit Margin	15.18 %	5.06 %	19.02 %
Price to Book	2.96	4.95	3.66
P/E	18.49	22.45	18.81
5yr Avg Cash Conversion Cycle	74.48 Days	-84.38 Days	-84.89 Days
Inventory Days	76.14 Days	53.29 Days	36.38 Days
Days Receivable	95.44 Days	50.0 Days	36.93 Days
Days Payable	102.6 Days	160.27 Days	160.15 Days
5yr Average Interest Coverage Ratio	35.66	6.26	30.19
5yr Avg ROCE	21.82 %	10.02 %	19.65 %
5yr Avg Operating Profit Margin	23.61 %	14.15 %	24.4 %
5 yr average Debt to Equity	0.12	0.3	0.17
5yr CAGR Net Profit	23.71 %	21.95 %	16.23 %
5yr Average Return on Assets	11.24 %	3.91 %	12.22 %
Shareholdings
Promoter Holding	26.64 %	46.9 %	74.99 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	-0.07 %	-0.21 %	0.01 %
Change in Mutual Fund Holding (3 Yrs)	0.47 %	4.13 %	-0.66 %

Business

	Dr. Reddy's Lab	Lupin	Zydus Lifesciences
Product Wise Break-Up	Product Wise Break-Up Formulations 87.04 Pharmaceutical 12.84 Proprietary 0.11 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 IM Formulations 0 Emerging Markets 0 Europe Formulatios 0 Alliances 0 Wellness 0 Animal Health 0 India Formulations 0 US Formulations 0 Others 0.01	Product Wise Break-Up USA 0 Alliances 0 Animal Health 0 Generic FDF 0 Developed Markets 0 Proprietary 0 Pharmaceutical 0 Wellness 0 US Formulations 0 Emerging Markets 0 Active Pharmaceutical Ingredient (API) 9.0 Advanced Markets Formulations 45.0 India 34.0 Custom Synthesis 0 Europe Formulatios 0 NCD 1.0 Formulations 0 IM Formulations 0 India Formulations 0 Emerging Market 12.0	Product Wise Break-Up USA 0 Alliance 0.2 Animal Health 0 Generic FDF 0 Developed Markets 0 Proprietary 0 Pharmaceutical 0 Wellness 11.0 US Formulations 45.0 Emerging Markets 0 Active Pharmaceutical Ingredient (API) 2.0 Advanced Markets Formulations 0 India 0 Custom Synthesis 0 Europe Formulatios 0 NCE licensing income 0 Formulations 0 EMB Formulations 13.0 India Formulations 26.0 Emerging Market Formulation 0 Others 2.8
Location Wise Break-Up	Location Wise Break-Up USA 48.56 India 17.36 Russia 7.99 API 0 EMEA 0 Growth Markets 0 Japan 0 Others 26.09	Location Wise Break-Up USA 39.0 EMEA 10.0 Developed Markets 13.0 Russia 0 Japan 0 India 34.0 API 4.0	Location Wise Break-Up USA 47.94 EMEA 0 Growth Markets 0 Russia 0 Japan 0 India 39.81 API 0 Others 12.25
Operating Profit Break-Up	Operating Profit Break-Up Global Generics 96.44 Pharmaceutical Services and Active Ingredients 3.53 Proprietary Products 0.02 Consumer Products 0 Pharmaceuticals 0 Others 0.01	-	Operating Profit Break-Up Proprietary Products 0 Consumer Products 0 Pharmaceuticals 100.0 Global Generics 0 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 Dermatology 3.13 Gynaecology 0 Gastro Intestinal 0 Cardiac 0 Others 17.76	-	Therapeutic Area Break-Up Dermatology 6.0 Gynecology 7.0 Cardiac Science 0 Gastro Intestinal 9.0 Anti-Infective 13.0 Cardiac Science 18.0 Respiratory Systems 14.0 Central Nervous System (CNS) 0 Oncology 9.0 Pain Management 8.0 Others 16.0
Asset Break-Up	Asset Break-Up India 80.24 Switzerland 8.45 USA 2.37 USA 0 Others 8.94	-	Asset Break-Up Switzerland 0 USA 4.31 India 93.18 Others 2.51

Dr. Reddy's Laboratories Ltd.

Dr. Reddy's Laboratories Ltd.

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