Sanofi India Ltd
NSE:SANOFI

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Sanofi India Ltd Logo
Sanofi India Ltd
NSE:SANOFI
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Price: 4 343.7002 INR 1.7% Market Closed
Market Cap: 100B INR

Sanofi India Ltd
Investor Relations

Sanofi India Ltd., a prominent name in the pharmaceutical landscape, operates as a subsidiary of Sanofi S.A., the global healthcare giant headquartered in France. Its roots in India trace back to the early 1950s when it began importing and distributing vaccines. Over the decades, Sanofi India has evolved into a comprehensive provider of high-quality drugs, contributing significantly to the nation’s healthcare ecosystem. The company focuses primarily on therapeutic segments such as diabetes, cardiovascular diseases, oncology, and vaccines, boasting a robust portfolio of prescription medicines and over-the-counter products. By leveraging a vast network of healthcare professionals and engaging in continuous clinical research and development, Sanofi India ensures its position at the forefront of medical innovation, adhering to a global strategy of patient-oriented solutions and a commitment to improving health outcomes.

Sanofi India's revenue model revolves around its diversified product portfolio, addressing a spectrum of critical health areas. The company generates income through the sale of its flagship products, which include insulin for diabetes management, anti-allergy medications, and innovative therapies for rare diseases, among others. While the domestic market plays a crucial role in its financial framework, Sanofi India also taps into international markets, exporting its high-quality pharmaceutical products across borders. The profitability of the company is further bolstered by its commitment to research and development, enabling it to introduce new drugs and therapies, thus continually expanding its market share. By maintaining strong distribution channels and fostering collaborations with medical institutions and regulatory bodies, Sanofi India ensures its products reach a broad consumer base, perpetuating its growth trajectory in the competitive pharmaceutical scene.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 29, 2025
AI Summary
Q3 2025

Business Transformation: Sanofi India has completed a major business transformation, focusing on its insulin and diabetes franchise, and moving legacy brands to a partnership model.

Revenue Growth: The company reported 4% growth year-to-date and 5% growth quarter-over-quarter for the main portfolio, with partnerships contributing 2% YTD growth and 5% QoQ.

Export Decline: Exports dropped due to the earlier sale of the Ankleshwar site, but this has had little impact on profitability as domestic margins are higher.

Margin Expansion: Operational efficiency and cost optimization led to significant OpEx reduction (minus 30% QoQ), with operating margins improving to 28–29%.

Dividend: An interim dividend of INR 75 per share was declared for YTD September.

New Launches: No major new product launches expected in 2026; the focus remains on accelerating the uptake of Soliqua and growth of existing diabetes products.

AI Adoption: AI is being used across operations, from salesforce enablement to inventory and financial forecasting, with noted improvements in efficiency and reduced stock obsolescence.

Biosimilars & Market Share: Despite increased biosimilar competition, Sanofi maintains a strong leadership in the basal insulin segment, with a 50% share for Lantus and 12% for Toujeo.

Key Financials
Diabetes and Insulin Franchise Growth
4% YTD growth, 5% QoQ growth
Partnership Model Contribution
2% YTD growth, 5% QoQ growth
Export Sales Share
12% to 13% of total sales
Operating Expenses
Minus 30% vs last quarter
Operating Margin
28% to 29%
Interim Dividend
INR 75 per share
Lantus Market Share
50%
Toujeo Market Share
12%
Other Earnings Calls

Management

Mr. Rodolfo Hrosz
MD & Director
No Bio Available
Mr. Rachid Ayari
CFO & Whole Time Director
No Bio Available
Ms. Renee Amonkar
Additional Whole Time Director
No Bio Available
Mr. M. K. Narayanaswamy B.Com.,A.I.C.W.A.
Senior Director of Accounting & Taxation
No Bio Available
Ms. Flovie Martins
Head of Corporate Communications & Corporate Social Responsibility
No Bio Available
Ms. Surabhi Kaur
People & Culture Director
No Bio Available
Mr. Sanjay V. Chavan
Head of Country Procurement - India
No Bio Available
Nakul Verma
Senior Director of Public Affairs
No Bio Available
Yasmin Shenoy
Senior Director of Regulatory Affairs
No Bio Available
Mr. N. Suresh Babu
Sales & Customer Engagement Head - Diabetes and Senior Director of Diabetes
No Bio Available

Contacts

Address
MAHARASHTRA
Mumbai
Sanofi House, CTS No.117-B, L&T Business Park, Saki Vihar Road, Powai
Contacts