Lupin Ltd.

Financial

	Lupin	Zydus Lifesciences	Mankind Pharma
Operational Metrics
Pharmaceutical Sector
Number of ANDA's Filed in USA	441.0 .	486.0 .	60.0 .
Number of ANDA's Approved By USFDA	340.0 .	421.0 .	44.0 .
Domestic Sales Growth - YoY	8.0 %	8.4 %	n/a
US DMF Filings	157.0 .	142.0 .	n/a
R&D as a % of Total Sales	9.6 %	8.1 %	2.15 %
Financials
5 yr Average ROE	2.19 %	16.96 %	23.46 %
5yr average Equity Multiplier	1.79	1.66	1.37
5yr Average Asset Turnover Ratio	0.72	0.65	0.95
5yr Avg Net Profit Margin	1.82 %	16.78 %	17.9 %
Price to Book	5.31	4.1	6.86
P/E	27.84	21.68	49.38
5yr Avg Cash Conversion Cycle	-70.43 Days	-68.16 Days	-44.05 Days
Inventory Days	51.95 Days	44.51 Days	58.78 Days
Days Receivable	52.75 Days	46.37 Days	24.18 Days
Days Payable	155.88 Days	164.0 Days	130.75 Days
5yr Average Interest Coverage Ratio	3.96	24.75	56.97
5yr Avg ROCE	8.04 %	17.68 %	30.07 %
5yr Avg Operating Profit Margin	12.57 %	22.37 %	24.6 %
5 yr average Debt to Equity	0.34	0.3	0.05
5yr CAGR Net Profit	n/a	26.82 %	13.17 %
5yr Average Return on Assets	1.4 %	10.66 %	17.12 %
Shareholdings
Promoter Holding	46.92 %	74.99 %	72.7 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	0.14 %	0.11 %	-3.8 %
Change in Mutual Fund Holding (3 Yrs)	1.83 %	0.81 %	5.84 %

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 EMB Formulations 8.91 Emerging Market 0 Anti-infectives 0 Pain/Analgesics 0 Active Pharmaceutical Ingredient (API) 0 India Formulations 24.75 Advanced Markets Formulations 0 VMN 0 Emerging Markets 0 Gastro - Intestinal 0 NCD 0 Custom Synthesis 0 Gynaecology 0 Cardiovascular 0 Generic FDF 0 USA 0 Dermatology 0 Developed Markets 0 Urology 0 US Formulations 49.5 Anti-Diabetic 0 Europe Formulatios 0 Respiratory 0 Animal Health 0 Alliance 0.45 India 0 Neuro/CNS 0 Wellness 13.86 Others 2.53	Product Wise Break-Up IM Formulations 0 Emerging Market 0 Anti-infectives 16.0 Pain/Analgesics 4.0 Active Pharmaceutical Ingredient (API) 0 India Formulations 0 Advanced Markets Formulations 0 VMN 7.0 Emerging Markets 0 Gastrointestinal 11.0 NCD 0 Custom Synthesis 0 Gynaecology 13.0 Cardiovascular 13.0 Generic FDF 0 USA 0 Dermatology 5.0 Developed Markets 0 Urology 5.0 US Formulations 0 Anti-Diabetic 8.0 Europe Formulatios 0 Respiratory 8.0 Animal Health 0 Alliances 0 India 0 Neuro/CNS 5.0 Wellness 0 Others 5.0
Segment Break-Up	Segment Break-Up Pharmaceuticals 99.44 Research Services & Sale of IP`s 0 Consumer Products 0 Others 0.56	Segment Break-Up Research Services & Sale of IP`s 0 OTC 13.95 Pharmaceuticals 86.05	-
Therapeutic Area Wise Break-Up - Domestic	Therapeutic Area Wise Break-Up - Domestic Cardiac Science 24.0 Anti - Diabetes 22.0 Respiratory Systems 14.0 Gastro Intestinal 7.0 Gynecology 6.0 Anti-Infective 6.0 Vitamins / Minerals / Nutrients 5.0 Anti-Tuberculosis 4.0 Central Nervous System (CNS) 4.0 Pain Management 3.0 Others 5.0	-	-
Location Wise Break-Up	Location Wise Break-Up USA 36.0 India 34.0 Developed Markets 13.0 EMEA 11.0 API 5.0 Japan 0 Nepal 0 Sri Lanka 0 Bangladesh 0 Others 1.0	Location Wise Break-Up Sri Lanka 0 USA 44.89 Developed Markets 0 Japan 0 Bangladesh 0 EMEA 0 India 41.0 Nepal 0 API 0 Others 14.11	Location Wise Break-Up Sri Lanka 0 USA 0 Developed Markets 0 Japan 0 Bangladesh 0 EMEA 0 India 83.0 Nepal 0 API 0 Others 17.0
Acute vs Chronic	Acute vs Chronic Acute 66.0 Chronic 34.0	-	Acute vs Chronic Acute 60.8 Chronic 39.2

Lupin Ltd.

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