It's a fundamental analysis of Dr. Reddy's Lab Pvt Ltd. This presentation is only for academic use.

1. COMPANY PROFILE

3. ABOUT COMPANY

4. KEY PERSON
Satish Reddy
Whole Time Director
G V prasad
Whole Time Director
Dr. K Anji Reddy
Founder

5. TIME LINE
1984
The birth of
a dream
1991
Molecules to
affordable
medicine
1995
Expanding to
reach patients in
other countries
2001
Spreading
globally
2007
Access to
expensive
therapies
2010
From
medicine
to health
2012
Strengthen
capacity
2014
Re-dedicating
to patient -
centricity

6. GLOBAL PRESENCE

7. TOP BRANDS

8. Development
of Pharma
Sector
Financial
performance
of the
company
Informed
decision
making
OBJECTIVE OF STUDY

11. DATA ANALYSIS

12. 25.48 25.58 26.79 26.7625.52
2014 2015 2016 2017 2018
PROMOTERS SHAREHOLDING

13. 360% 400% 400% 400% 400%
2014 2015 2016 2017 2018
EQUITY DIVIDEND RATE

14. 8434
9728
10011 10207.7 9719.8 9359.3
0
2000
4000
6000
8000
10000
12000
2013 2014 2015 2016 2017 2018
Operating Revenue/ Sales (Cr)
CAGR OF 5 YEARS 2.1%
2761.7
2391.1
2404
1745.6
1329.9
0
500
1000
1500
2000
2500
3000
FY 14 FY 15 FY 16 FY 17 FY 18
Operating profit (Cr)

15. 2454.39
2059.82
1676.6
1544.5
697
0
500
1000
1500
2000
2500
3000
FY 14 FY 15 FY 16 FY 17 FY 18
Profit before tax (Cr)
1932.8
1679.4
1354.5
1384.4
566.9
0
500
1000
1500
2000
2500
FY 14 FY 15 FY 16 FY 17 FY 18
Net profit (Cr)

16. 20.71%
11.79%
11.67%
11.93%
4.80%
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%
FY 14 FY 15 FY 16 FY 17 FY 18
Return on equity (ROE)
18.59%
14.25%
10.61%
13.14%
6.13%
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
14.00%
16.00%
18.00%
20.00%
FY 14 FY 15 FY 16 FY 17 FY 18
Return on capital employed (ROCE)

17. 576.1
488.3
615
540
675
0
100
200
300
400
500
600
700
800
FY 14 FY 15 FY 16 FY 17 FY 18
Work in progress (Cr)
901.5
939.1
994.4
485.2
488
1763
2185.7
2089.6
1869.9
2100.8
2664.5
3124.8
3084
2355.1
2588.8
0
500
1000
1500
2000
2500
3000
3500
fy 14 fy 15 fy 16 fy 17 fy 18
Borrowing (Cr)
Long term borrowing Short term borrowing total debt

18. • Indian’s domestic pharmaceutical market turnover reached 129,015 crore in 2018 to 116,389 crore in 2017
growing at a percentage of 9.4%
• Investment in R&D by Indian pharma companies increased from 5.3% in FY 12 to 8.5% in FY 18
• Indian pharma company export drug to more than 200 countries in tha world, with USA as the key market
• Increase in penetration of health insurance in the country.
• Government expenditure on health increase from 1.26 lakh crore in FY12 to 2.25 lakh crore in FY18

19. • Promoter share holding is only 26%
• Sale growth is low. 5 year CAGR growth is 2.1%
• Inflation % for 2018 is 4.28%
• Operating profit , net profit , ROE, ROCE are in decreasing trend
• Indian pharma sector is increasing and have a lot of potential in it

20. Thank You