BSECompany Update5d ago · 5 Aug 2026, 01:13 pm

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Sanofi India Ltd · 500674

✦ AI Summary▲ PositiveResults

Sanofi India Ltd has announced its unaudited financial results for the quarter and half year ended 30th June 2026, showing a strong momentum in its diabetes business with a 8% increase in domestic sales and a 14% growth in public sector sales. The company has also reported a 7% increase in total income for the quarter and a 4% decrease in total income for the half year.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment8/10

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Sanofi India Ltd - 500674 - Announcement under Regulation 30 (LODR)-Investor Presentation

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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