Lupin Ltd. benchmarking: Performance to industry peers

Financial

	Lupin	Zydus Lifesciences	Cipla
Operational Metrics
Pharmaceuticals
Number of ANDA's Filed in USA	430.0 .	508.0 .	285.0 .
Number of ANDA's Approved By USFDA	344.0 .	435.0 .	230.0 .
Domestic Sales Growth - YoY	12.1 %	14.5 %	10.9 %
US DMF Filings	94.0 .	147.0 .	2824.0 .
R&D as a % of Total Sales	7.5 %	9.2 %	7.8 %
Financials
5 yr Average ROE	11.94 %	18.91 %	13.53 %
5yr average Equity Multiplier	1.72	1.54	1.22
5yr Average Asset Turnover Ratio	0.77	0.64	0.77
5yr Avg Net Profit Margin	7.27 %	19.77 %	14.55 %
Price to Book	5.09	4.24	3.35
P/E	21.44	22.83	29.77
5yr Avg Cash Conversion Cycle	-105.59 Days	-82.46 Days	-6.65 Days
Inventory Days	53.32 Days	35.53 Days	57.59 Days
Days Receivable	51.23 Days	33.55 Days	52.05 Days
Days Payable	169.09 Days	152.05 Days	107.59 Days
5yr Average Interest Coverage Ratio	7.04	30.63	68.84
5yr Avg ROCE	13.86 %	20.3 %	19.16 %
5yr Avg Operating Profit Margin	16.6 %	25.0 %	22.76 %
5 yr average Debt to Equity	0.28	0.18	0.02
5yr CAGR Net Profit	n/a	2.35 %	9.04 %
5yr Average Return on Assets	5.7 %	12.36 %	11.12 %
Shareholdings
Promoter Holding	46.86 %	75.01 %	29.21 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	-0.22 %	0.03 %	-4.34 %
Change in Mutual Fund Holding (3 Yrs)	-0.03 %	-0.68 %	3.66 %

Business

	Lupin	Zydus Lifesciences	Cipla
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 New ventures 0 Pharmaceuticals 0	Product Wise Break-Up Animal Health 0 India Formulations 24.0 EMB Formulations 11.0 Wellness 20.0 New ventures 0 Custom Synthesis 0 Europe Formulatios 0 USA 0 Pharmaceuticals 0 NCD 0 Emerging Market 0 Advanced Markets Formulations 0 Active Pharmaceutical Ingredient (API) 0 US Formulations 40.0 Emerging Markets 0 Developed Markets 0 India 0 Alliances 0 Generic FDF 0 Others 5.0	Product Wise Break-Up Animal Health 0 India Formulations 0 IM Formulations 0 Wellness 0 New ventures 5.35 Custom Synthesis 0 Europe Formulatios 0 USA 0 Pharmaceutical 94.65 NCD 0 Emerging Market 0 Advanced Markets Formulations 0 Active Pharmaceutical Ingredient (API) 0 US Formulations 0 Emerging Markets 0 Developed Markets 0 India 0 Alliances 0 Generic FDF 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 Medical technologies 4.32 Pharmaceuticals 76.13 OTC 19.55 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 Anti-infectives 0 Urology 0 Gastro Intestinal 0 Antivirals 0 Derma 0 Pain / Analgesics 0 Neuro /CNS 0 Gynaec. 0 Vitamins 0 Antineoplast 0 Opthal/Otologicals 0 Oncology 0 Anti Diabetic 0 Others 7.0	-	Therapeutic Area Wise Break-Up - Domestic Gynaec. 0 Anti-Infective 13.8 Pain Management 4.3 Derma 3.5 Central Nervous System (CNS) 0 Anti - Diabetes 0 Antineoplast 0 Gastro Intestinal 5.5 Anti-Tuberculosis 0 Urology 5.1 Ophthalmology 2.6 Antivirals 0 Gynecology 0 Central Nervous System (CNS) 4.5 Anti-Infective 0 Vitamins / Minerals / Nutrients 0 Cardiac Science 0 Anti - Diabetes 5.5 Respiratory Systems 0 Vitamins 0 Pain Management 0 Oncology 0 Others 55.2
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 Europe 0 SAGA 0 Global API 0 Rest of the World 0 Emerging Markets 0 North America 0	Location Wise Break-Up SAGA 0 India 39.81 USA 47.94 API 0 Emerging Markets 0 Developed Markets 0 Japan 0 North America 0 EMEA 0 Global API 0 Europe 0 Rest of the World 0 Others 12.25	Location Wise Break-Up SAGA 19.0 India 46.0 USA 0 API 0 Emerging Markets 0 Developed Markets 0 Japan 0 North America 22.0 EMEA 0 Global API 1.0 Europe 12.0 Rest of the World 0
Acute vs Chronic	Acute vs Chronic Chronic 63.1 Acute 36.9	-	-

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