NSEAnalysts/Institutional Investor Meet/Con. Call Updates5d ago · 5 Aug 2026, 01:11 pm
Analysts/Institutional Investor Meet/Con. Call Updates
Sanofi India Limited · SANOFI
✦ AI Summary▲ PositiveResults
Sanofi India Limited has informed the Exchange about Investor / Analysts Call - Presentation for Q2/26 results, highlighting strong momentum in diabetes business with 8% growth, driven by innovative portfolio and partnerships.
Analysis Scores
Earnings Impact8/10
Growth Catalyst8/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment8/10
✦ Ask a Question
Ask anything about this announcement — AI will answer based on the filing content.
Full Announcement
Sanofi India Limited has informed the Exchange about Investor / Analysts Call - Presentation
Attachments (1)
📄pdf
Download →
COSECSANOFI_05082026131110_BSENSEUPLOAD.pdf
View document text
5th August 2026
The Secretary The Secretary
BSE Limited The National Stock Exchange of India Limited
Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G,
Dalal Street Bandra-Kurla Complex, Bandra (E)
Mumbai 400 001 Mumbai 400 051
Scrip Code: 500674 Symbol: SANOFI
Sub: Investor / Analysts Call - Presentation
Dear Sir / Madam,
We refer to our intimation dated 23rd July 2026, informing about the scheduling of
Investor / Analysts Call for update on Unaudited Financial Results for the quarter and
half year ended 30th June 2026.
In this regard, pursuant to Regulation 30 read with Part A of Schedule III of the SEBI
(Listing Obligations and Disclosure Requirements) Regulations, 2015, please find
enclosed presentation that will be made during the Call for your reference and for
dissemination to the investors.
The presentation is also being uploaded on the Company's website
Analyst / Investor Meet.
Kindly take the above information on record.
Yours faithfully
For Sanofi India Limited
Haresh Vala
Company Secretary & Compliance Officer
Membership No: A18246
Encl: a/a
Sanofi India Limited, Sanofi House, CTS No. 117-B, L&T Business Park, Saki Vihar Road, Powai, Mumbai 400 072 - India - Tel.: +91(22) 2803 2000 - Fax: +91(22) 2803 2939
Corporate Identity Number: L24239MH1956PLC009794 Website: www.sanofiindialtd.com | www.sanofi.in Email: igrc.sil@sanofi.com
Sanofi India Limited
Investors call Q2/26
5thAugust 2026
Disclaimer
This Release / Communication, except for the historical information, may contain statements, including
the words or phrases such as expects, anticipates, intends, will, would, undertakes, aims, estimates,
contemplates, seeks to, objective, goal, projects, should and similar expressions or variations of these
expressions or negatives of these terms indicating future performance or results, financial or otherwise,
which are forward looking statements. These forward looking statements are based on certain
expectations, assumptions, anticipated developments and other factors which are not limited to, risk
and uncertainties regarding fluctuations in earnings, market growth, competition and the pricing
environment in the market, customer relationship and supply chain sources and those factors which
may affect our ability to implement business strategies successfully, namely changes in regulatory
environments, geo-political stability, costs etc. The Company, therefore, cannot guarantee that the
forward-looking statements made herein shall be realized. The Company, based on changes as stated
above, may alter, amend, modify or make necessary corrective changes in any manner to any such
forward looking statement contained herein or make written.
Presenters
Deepak Arora Rachid Ayari
General Manager Pharma India and CFO India and Finance BP
Country Lead General Medicines
Q2.26 Domestic results:
Strong momentum further boosted by diabetes business
₹ in Mio
3.559
3.298 ▪ Diabetes business continues to grow above market growth.
Double Digit growth powered by innovative portfolio.
2.031 +14% ▪ Acceleration in public sector by 70% with opening of new
1.776
(57%) accounts for Toujeo & Soliqua
(54%)
▪ Continued RoI from partnerships with expanded footprint
1.423 1.457
(43%) (41%)
▪ Continuous optimization of resources & Profit before tax
99 71
2025 2026
Insulins Partnerships Other
Where Scale Meets Innovation: Our Diabetes Value Proposition
Own & Grow Innovate
Extend
Own the Basal Market Leadership Expanding RWE narrative & Indian datasets Tapping the potential of Public Sector
to strengthen Toujeo & Soliqua positioning.
• Market leader: 47% MS by
value • Entry in CARE Accounts with a growth of
• LANDMARC RWE Study: Scientific evidence 70% with Innovative Portfolio in Diabetes
• Volume acceleration:+6%
dissemination and KOL advocacy to address
• Digital Outreach (Tier II/III)
unmet need in India
• Preferred 2nd gen basal
insulin (11% MS by value) • Soliqua & Toujeo RWE publications
• Preparing for Novel devices & AI
• Market shaping to
platforms to strengthen PSP
accelerate reach
Basal analog: Market Share
• 58% by value
• 61% by volume
Source for market share: Leverage existing diabetes portfolio
IQVIA MAT June 2026
for sustainable & profitable growth
CSR - 2026 Update: Reaching out to build stronger
communities
H1 ’26 Impact
600,000+ Kids and Diabetes in Schools (KiDS)
KiDS 400+
400+ schools
KiDS
direct beneficiaries
MMUs 450+ teachers
to be reached in
KiDS 2026
8800,0,0000++ students*
*Academic year begins in June
Mobile Medical Units (MMUs)
MoU signed with NHM, MP 145060,0+00+ screened
• KiDS (Piloted in Bhopal)
71,000+ diagnosed*
• MMUs (Planned for H2)
• Strengthening rare disease
ecosystem 6840,,00000++ treated
6 * 5,000+ counselled for lifestyle modification & also
referred to the PHC for further treatment
₹ in Mio
Total income Q2/2026 Total income YTD June/2026
4.439 9.542
9.206
4.150 8.893
4.162
Sales (93%)
(94%)
+6% -2%
Sales 8.690
(94%)
3.912
(94%)
Other op 151 216 Other op 529
+43% 410
income (4%) (5%) income (6%) -22%
(4%)
Other income 87 Other income 120 106
Q2/25 Q2/26
Q2/25 Q2/26
- Other op income: Mainly services
- Other income: Mainly Interest on deposit & FX gain
Net sales Q2/2026:+8% H1/2026:Almost flat
Domestic Impacted by one off from 2025
Strong quarter for domestic sales
7.651
7.528
3.559
3.298
+17%
3.559
4.165
2.031 +14% Export Sales Export Sales
1.776
(57%)
(54%)
-2% -7%
614 603 1.243 1.162
2% -15%
3.788
1.423 1.457 3.224
(43%) (41%)
2025 2026 2024 2025
99 71 Export 304 139 Export
2025 2026 2025 2026
Diabetes Partnerships Other
Diabetes Partnerships Other
Insulin
Insulin
₹ in Mio
Other: is mainly related to Consumer health business in 2024
₹ in Mio
Operating expenses | 2025-2026
Increase focus on financial discipline & optimization
-15%
2.262
1.027
1.923
Employees cost 987
Employees cost 449
Other OPEX 1.275
Other OPEX 578 526 1.050
H1/25 H2/26
Q2/25 Q2/26
*:Depreciation & finance cost not included as there is no Major fluctuation
₹ in Mio
Profit before tax & excep items |
2025-2026
Double digit Profitable growth
+19% -4%
2.594
1.123 2.502
Profit before tax
& exceptional items
Profit before tax
& exceptional items
H1/25 H1/26
Q2/25 Q2/26
% Net sales 24% 27% % Net sales 29% 29%
Continued progress and clear priorities
People Execution Business Financials
Decisions • Building right capabilities Transformed business • Future Ready Go-To- • 2026 marks a year of
with Leadership changes model Market Capabilities acceleration for diabetes
and focus Strategic transformation business unit with 17% Gr
complete - focus on Insulin & in 1H’26 : modernized our
winning partnership model for business model supporting
legacy brands sustainable, profitable growth
Priorities • AI Samvaad: AI readiness • Delivering results today: • Customer Centric Approach • Diabetes BU 17% Growth
and focus Strong execution driving
• Partnership stabilizing while
growth and significant margin
headwinds in export business
expansion through operational • AI enabled initiatives
excellence
• Strong Q2 with19% Profit
• Innovative Customer Journey
Before Tax driven by the
• Positioned for tomorrow: Orchestrations
business & OPEX efficiency
Future-ready capabilities
through
position SIL to capture India's
high-growth diabetes
opportunity