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Investor Presentation

Sanofi India Investor Presentation: Key Takeaways

Sanofi India reported Q2'26 domestic sales growth of 8% YoY, driven by a 14% surge in its diabetes business. Management is focusing on business model transformation and operational efficiency.

Guidance and delivery
Management target Revenue 17.0% 1H'26
Highlights
Revenue growth7% YoY in Q2/2026
MarginsPBT margin improved from 24% to 27% YoY in Q2
Demand visibilityStrong momentum in diabetes segment
Management confidenceHigh

Growth

Q2'26 total income rose 7% to ₹4,439 Mio; Profit before tax (PBT) grew 19% to ₹1,123 Mio.

Outlook

Diabetes BU achieved 17% growth in H1'26; focus remains on innovative portfolio, public sector expansion, and AI readiness.

Risks

Export sales declined 2% in Q2 and 7% in H1; partnership business faces some headwinds.

Last quarter's promises, checked

Delivered

  • Guided 2026 start on good note → delivered 7% revenue & 19% PBT growth (= BEAT)
  • Guided diabetes franchise momentum → delivered 14% Q2 growth (= BEAT)
  • Guided opex efficiency → delivered PBT margin 24% to 27% (= BEAT)

Partly delivered

  • Guided insulin volume acceleration → delivered +6% volume (= PARTIAL)

Missed

  • Guided partnership stabilization → delivered 2% growth with headwinds (= MISS)
Source

Investor Presentation filed with NSE, NSE: SANOFI. Summary written with AI assistance from the document.

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Sanofi India Ltd: key numbers

Share price
₹3,140.20
Market cap
₹7,232 Cr
Revenue (annual)
₹1,837 Cr
Net profit (annual)
₹326.7 Cr
P/E (TTM)
22.3×Sector 50.4×
Promoter holding
60.40%+0.00% QoQ
FII holding
5.69%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Sanofi India Ltd

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22:31 IST BSE
Legal & Regulatory

Sanofi India Legal & Regulatory

Sanofi India received a GST show cause notice alleging excess input tax credit claims. The total demand, including interest, is Rs. 23.74 Crore.

Value
₹23.74 Cr
From
Commercial Tax Officer (Audit)-6.1, DGSTO-6, Bengaluru
13:37 IST BSE
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Sanofi India Promoter Buying (Off-Market)

Sanofi Healthcare India acquired 3,500,000 equity shares (15.20%) of Sanofi India Limited via an inter-se promoter group transfer. The transaction was executed as a block deal.

Promoter stake change
+15.20%
13:32 IST BSE
Promoter Selling (Off-Market)

Sanofi India Promoter Selling (Off-Market)

Hoechst GmbH transferred 3,500,000 shares of Sanofi India Limited to Sanofi Healthcare India Private Limited. This inter-se promoter group transfer represents a 15.20% stake.

15:28 IST BSE
Legal & Regulatory

Sanofi India Legal & Regulatory

Sanofi India disclosed that the State Tax Officer, Tiruvallur dropped a ₹1.07 Crore GST demand for FY 2022-23. The company confirmed no material financial or operational impact.

Value
₹1.07 Cr
19:32 IST NSE
Promoter Buying (Off-Market)

Sanofi India Promoter Buying (Off-Market)

Sanofi Healthcare India Private Limited, a promoter group entity, proposed an inter-se transfer of up to 3,500,000 shares from Hoechst GmbH. This transaction qualifies for open offer exemption.

Promoter stake change
+15.20%
16:45 IST NSE
Legal & Regulatory

Sanofi India Legal & Regulatory

The Supreme Court dismissed Sanofi India's petition to quash criminal proceedings. No penalty or operational restriction is imposed on the company at this stage.