| Revenue growth | Domestic sales up 8% in Q2; total income up 7%. |
|---|---|
| Margins | PBT margin improved from 24% to 27% on quarterly basis. |
| Demand visibility | Strong insulin demand expected due to underdiagnosed patient pool. |
| Management confidence | High; citing strong diabetes momentum and operational discipline. |
Growth
Diabetes segment grew 17% in H1 2026. Domestic sales rose 8% in Q2, while export sales declined 2%.
Outlook
Focusing on insulin market expansion with Toujeo and Soliqua; exploring AI platforms and specialized manufacturing at Goa site.
Risks
Competitive intensity in Australia impacting exports; GLP-1 market erosions and aggressive competition in CV/CNS partnership portfolios.
Last quarter's promises, checked
Delivered
- Guided 2026 start on good note → delivered 8% Q2 growth (= BEAT)
- Guided diabetes momentum → delivered 14% Q2 surge (= BEAT)
- Guided opex efficiency → delivered PBT margin 24% to 27% (= BEAT)
Partly delivered
- Guided Soliqua scaling → delivered double-digit growth but gaining at expense of others (= PARTIAL)
Missed
- Guided partnership stabilization → delivered 13% YoY drop in Q4/volatility (= MISS)
Investor Presentation filed with BSE, NSE: SANOFI. Summary written with AI assistance from the document.
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
All →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
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%
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.
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
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%
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.