Natco Pharma Ltd. benchmarking: Perfomance to industry peers

Financial

	Natco Pharma	Caplin Point Lab	Jubilant Pharmova
Operational Metrics
Pharmaceuticals
Number of ANDA's Filed in USA	51.0 .	52.0 .	100.0 .
Number of ANDA's Approved By USFDA	41.0 .	42.0 .	62.0 .
Domestic Sales Growth - YoY	31.2 %	n/a	n/a
US DMF Filings	58.0 .	n/a	98.0 .
R&D as a % of Total Sales	9.1 %	4.02 %	0.18 %
Financials
5 yr Average ROE	15.58 %	19.84 %	7.82 %
5yr average Equity Multiplier	1.17	1.15	1.96
5yr Average Asset Turnover Ratio	0.48	0.68	0.61
5yr Avg Net Profit Margin	26.79 %	25.35 %	6.45 %
Price to Book	1.82	4.6	2.64
P/E	10.22	24.69	36.4
5yr Avg Cash Conversion Cycle	4.27 Days	70.68 Days	-39.98 Days
Inventory Days	91.91 Days	66.07 Days	74.06 Days
Days Receivable	93.3 Days	110.7 Days	45.59 Days
Days Payable	134.54 Days	85.23 Days	149.89 Days
5yr Average Interest Coverage Ratio	60.49	633.04	3.78
5yr Avg ROCE	19.09 %	24.45 %	8.15 %
5yr Avg Operating Profit Margin	34.0 %	31.52 %	16.76 %
5 yr average Debt to Equity	0.06	0.0	0.55
5yr CAGR Net Profit	33.73 %	17.23 %	0.08 %
5yr Average Return on Assets	13.46 %	17.23 %	4.12 %
Shareholdings
Promoter Holding	49.48 %	70.57 %	47.68 %
Share Pledged by Promoters	0.0	0.0	5.4 %
Change in Promoter Holding (3 Yrs)	0.68 %	1.69 %	-3.0 %
Change in Mutual Fund Holding (3 Yrs)	-5.43 %	0.74 %	6.74 %

Business

	Natco Pharma	Caplin Point Lab	Jubilant Pharmova
Product Wise Break-Up	Product Wise Break-Up Formulations 88.7 Active Pharmaceutical Ingredient (API) 3.8 Crop Protection 2.5 Branded Generic 0 Generic 0 0 Radiopharmaceuticals 0 Allergy therapy products 0 Active pharmaceutical ingredients 0 India Branded pharmaceuticals 0 Nutritional products 0 Specialty intermediates 0 Life science chemicals 0 0 Solid dosage formulations 0 Others 5.0	Product Wise Break-Up Nutritional products 0 Life science chemicals 0 Crop Protection 0 0 Active pharmaceutical ingredients 0 Formulations 0 Formulations 75.0 0 Branded Generics 25.0 Specialty intermediates 0 Allergy therapy products 0 Radiopharmaceuticals 0 India Branded pharmaceuticals 0 Solid dosage formulations 0 Active Pharmaceutical Ingredient (API) 0	Product Wise Break-Up Nutritional products 0 Life science chemicals 0 Crop Protection 0 Contract Manufacturing 17.66 Active Pharmaceutical Ingredient (API) 7.91 Formulations 0 Generic 0 Contract Research and Development Services 7.87 Branded Generic 0 Specialty intermediates 0 Anti-allergic 9.75 Radiopharmaceuticals 46.89 India branded pharmaceuticals 0.7 Solid dosage formulations 8.71 Active Pharmaceutical Ingredient (API) 0 Others 0.51
Segment Break-Up	Segment Break-Up Pharmaceuticals 97.39 Agrochemicals 2.61 CDMO Sterile Injectables 0 Generics 0 Allergy Immunotherapy 0 Radiopharma 0 Proprietary Novel Drugs 0 0 Life Science Ingredients 0	-	Segment Break-Up Allergy Immunotherapy 9.92 Agrochemicals 0 Life Science Ingredients 0 Proprietary Novel Drugs 0 Generics 8.6 Drug discovery and development solutions 16.13 CDMO Sterile Injectables 20.34 Radiopharma 45.01 Pharmaceuticals 0
Therapeutic Area Wise Break-Up - Domestic	Therapeutic Area Wise Break-Up - Domestic Oncology 58.79 Others 41.21	-	-
Location Wise Break-Up	Location Wise Break-Up USA 71.37 Rest of the World 16.18 India 12.44 Africa 0 LATAM 0 China 0 Americas and Europe 0 Others 0.01	Location Wise Break-Up USA 18.0 Rest of the World 0 Americas and Europe 0 Latin America 76.0 China 0 Africa 6.0 India 0	Location Wise Break-Up USA 0 Rest of the World 5.89 Americas and Europe 91.35 LATAM 0 China 0 Africa 0 India 2.76
Operating Profit Break-Up	Operating Profit Break-Up Pharmaceuticals 100.0 Agrochemicals 0 Generics 0 CDMO Sterile Injectables 0 Allergy Immunotherapy 0 Radiopharma 0 Proprietary Novel Drugs 0 Contract Research and Development 0 Life Science Ingredients 0	-	Operating Profit Break-Up Allergy Immunotherapy 26.65 Agrochemicals 0 Life Science Ingredients 0 Proprietary Novel Drugs 0 Generics 0 CDMO Sterile Injectables 18.74 Radiopharma 42.87 Pharmaceuticals 0 Contract Research and Development 11.74
Asset Break-Up	Asset Break-Up Pharmaceuticals 95.33 Agrochemicals 4.67 Proprietary Novel Drugs 0 Contract Research and Development 0 Life Science Ingredients 0	-	Asset Break-Up Agrochemicals 0 Life Science Ingredients 0 Proprietary Novel Drugs 2.13 Pharmaceuticals 0 Contract Research and Development 13.26 Others 84.61

Natco Pharma Ltd.

Natco Pharma Ltd.

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