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

Financial

	Dr. Reddy's Labs.	Zydus Lifesciences	Lupin
Operational Metrics
Pharmaceuticals
Number of ANDA's Filed in USA	376.0 .	508.0 .	430.0 .
Number of ANDA's Approved By USFDA	301.0 .	435.0 .	344.0 .
Domestic Sales Growth - YoY	11.3 %	12.0 %	11.2 %
Global DMFs filed	1379.0 .	n/a	n/a
R&D as a % of Total Sales	7.3 %	9.2 %	7.5 %
Financials
5 yr Average ROE	15.68 %	18.47 %	8.95 %
5yr average Equity Multiplier	1.42	1.52	1.73
5yr Average Asset Turnover Ratio	0.71	0.66	0.75
5yr Avg Net Profit Margin	15.62 %	19.02 %	5.06 %
Price to Book	3.03	4.2	5.04
P/E	27.34	22.58	21.23
5yr Avg Cash Conversion Cycle	98.95 Days	-84.89 Days	-84.38 Days
Inventory Days	76.71 Days	36.38 Days	53.29 Days
Days Receivable	103.79 Days	36.93 Days	50.0 Days
Days Payable	99.52 Days	160.15 Days	160.27 Days
5yr Average Interest Coverage Ratio	32.6	30.19	6.26
5yr Avg ROCE	21.4 %	19.65 %	10.02 %
5yr Avg Operating Profit Margin	23.38 %	24.4 %	14.15 %
5 yr average Debt to Equity	0.13	0.17	0.3
5yr CAGR Net Profit	13.97 %	16.23 %	21.95 %
5yr Average Return on Assets	11.22 %	12.22 %	3.91 %
Shareholdings
Promoter Holding	26.63 %	75.0 %	46.86 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	-0.07 %	0.02 %	-0.22 %
Change in Mutual Fund Holding (3 Yrs)	3.32 %	-0.71 %	-0.03 %

Business

	Dr. Reddy's Labs.	Zydus Lifesciences	Lupin
Product Wise Break-Up	Product Wise Break-Up Formulations 85.33 Pharmaceutical 14.36 Proprietary 0.31 IM Formulations 0 Emerging Markets 0 Europe Formulatios 0 Alliances 0 API 0 Wellness 0 Animal Health 0 India Formulations 0 US Formulations 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	Product Wise Break-Up Emerging Markets 0 Wellness 20.0 Formulations 0 Alliances 0 USA 0 India Formulations 24.0 EMB Formulations 11.0 India 0 Generic FDF 0 Proprietary 0 Pharmaceutical 0 Active Pharmaceutical Ingredient (API) 2.0 NCE licensing income 0 Advanced Markets Formulations 0 Emerging Market Formulation 0 Animal Health 0 US Formulations 40.0 Europe Formulatios 0 Custom Synthesis 0 Developed Markets 0 Others 3.0	Product Wise Break-Up Emerging Markets 0 Wellness 0 Formulations 0 Alliances 0 USA 0 India Formulations 0 IM Formulations 0 India 34.0 Generic FDF 0 Proprietary 0 Pharmaceutical 0 Active Pharmaceutical Ingredient (API) 9.0 NCD 1.0 Advanced Markets Formulations 45.0 Emerging Market 12.0 Animal Health 0 US Formulations 0 Europe Formulatios 0 Custom Synthesis 0 Developed Markets 0
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 Japan 0 India 39.81 Russia 0 Growth Markets 0 USA 47.94 API 0 EMEA 0 Others 12.25	Location Wise Break-Up Japan 0 India 26.0 Russia 0 Developed Markets 12.0 USA 46.0 API 3.0 EMEA 13.0
Operating Profit Break-Up	Operating Profit Break-Up Global Generics 94.41 Pharmaceutical Services and Active Ingredients 5.39 Proprietary Products 0.19 Medical technologies 0 Consumer Products 0 Pharmaceuticals 0 Others 0.01	Operating Profit Break-Up OTC 8.34 Proprietary Products 0 0 Pharmaceuticals 91.66 Medical technologies 0 Global Generics 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 Gynecology 6.0 Cardiac Science 19.0 Anti-Infective 12.0 Pain Management 7.0 Respiratory Systems 14.0 Cardiac Science 0 Oncology 9.0 Central Nervous System (CNS) 0 Gastro Intestinal 9.0 Dermatology 6.0 Others 18.0	-
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.

Financial

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