BSECompany Update5d ago · 10 Aug 2026, 01:04 pm
Kindly refer the attachment.
Sanofi India Ltd · 500674
✦ AI Summary▲ PositiveResults
Sanofi India Ltd announced unaudited financial results for the quarter and half year ended 30th June 2026, with a double-digit growth of 14% in the diabetes business, driven by innovative portfolio Toujeo and Soliqua. The company maintained a market leadership position with a 47% market share by value and volume acceleration of 6% with Lantus. The results were presented during an investor conference call on August 5, 2026.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10
✦ Ask a Question
Ask anything about this announcement — AI will answer based on the filing content.
Full Announcement
Sanofi India Ltd - 500674 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript
Attachments (1)
📄pdf
Download →
54b814ce-1d61-40ad-b484-4f0246ea1395.pdf
View document text
10th 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 - Transcript
Dear Sir/Madam,
Pursuant to Regulation 30 read with Part A of Schedule lll of the SEBI (Listing
Obligations and Disclosure Requirements) Regulations, 2015, copy of transcript of
the Investor / Analysts Call held on 05th August 2026 at 4:00 p.m. (IST) pertaining
to update on Unaudited Financial Results for the quarter and half year ended
30th June 2026, is enclosed.
The said transcript is also available on the website of the Company at
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
"Investor Conference Call”
August 05, 2026
SANOFI INDIA LIMITED MANAGEMENT
MR. DEEPAK ARORA – MANAGING DIRECTOR
MR. RACHID AYARI – WHOLE-TIME DIRECTOR AND CHIEF FINANCIAL
OFFICER
MR. HARESH VALA – COMPANY SECRETARY
Page 1 of 12
Sanofi India Limited
August 05, 2026
Moderator: Good evening, everyone and a very warm welcome to the Investor Conference Call hosted by
Sanofi India Limited.
Joining on the call, we have with us Mr. Deepak Arora, Managing Director, Mr. Rachid Ayari,
Whole Time Director & CFO, and Mr. Haresh Vala, Company Secretary from Sanofi India
Limited.
Before we begin this investor call, there are a few important announcements. Please note that
the proceedings of this meeting are recorded. Secondly, please note a standard disclaimer that
there are certain statements in this call which may be forward-looking and the actual results may
vary depending on the various other factors which may impact the future performance.
Moving on to the agenda, we will cover the performance for the quarter and half year ended 30th
June 2026 and other highlights. Thereafter, we will have a Q&A session which will end at
exactly sharp 5:00 PM. All investors and participants are please requested to keep their questions
brief and to avoid any repetition.
As a reminder, all participant lines will be in the listen-only mode and there will be an
opportunity for you to ask questions after the presentation concludes. Should you need assistance
during this conference call, please signal an operator by pressing star then zero on your touchtone
phone.
I now hand over the proceeding to the management to take us through the presentation.
Deepak Arora: Thank you so much and a very good evening to everyone. I am very, very excited and delighted
to share the domestic results of quarter 2 of 2026 on behalf of Sanofi India leadership team.
Along with me, I have Rachid and Haresh. So, let us start with the good news first. I think a
strong momentum further boosted the diabetes business. As promised last time, we will be
investing ourselves into making sure that we optimize and maximize diabetes business unit,
growing by double-digit and bring it above market growth. And here we are.
If you look at the quarter two results, closer to 14% double-digit growth, powered by innovative
portfolio, which is both Toujeo and Soliqua. This was not possible without looking at how we
did transformation last year, bringing in discipline in execution and re-looking into some of the
strategic levers like public sector and trying to accelerate in public sector by expanding into new
accounts of care or state accounts with Toujeo and Soliqua. And you can see that close to 70%
growth is attributed by that discipline of execution, expansion, and acceleration in public sector
while we continue developing strategies with diabetes care in terms of making sure that we reach
the last milestone with help of digital footprint.
Also happy to share that there is a 2% growth in quarter two over last year's quarter two, based
on the continued ROI or Return of Investment which we looked into for partnership with Emcure
and Cipla, with the expanded footprint and reaching the last milestone for our patients requiring
an established portfolio.
This is coupled by continuous optimization of resources and profit before tax, which Rachid will
take us through. So overall, very, very happy with and pleased with the quarter two results. And
Page 2 of 12
Sanofi India Limited
August 05, 2026
I would say, very optimistic also as we move forward based on what we have seen in consecutive
two quarters of what diabetes business unit is giving back to us. Can we go to the Next Slide?
Just talking about the performance. This is basically, in the next slide, we are talking about how
we delivered it. The scale of innovation was met with the value proposition, and the equity
Sanofi holds in the diabetes market. Simply, the strategy of owning Lantus and growing Toujeo
and Soliqua.
If you look at, we still continue to be a market leader, closer to 47% market share by value and
volume acceleration of plus 6% with Lantus. Toujeo, being the second preferred second
generation basal insulin, has grown by 11% in the market share in value. And if you can look at
the basal analog market share, which is, you know, which is the result of both Lantus and Toujeo,
we have 58% value in the market share and close to 61% in the volume.
This really talks about our consolidated leadership in basal analog segment as we continue. And
last but not the least, the icing on the cake is the shaping of Soliqua which happened last year,
is continuing despite of erosions happening in GLP-1 market. Soliqua continues to grow by 16%
quarter-by-quarter.
Innovation is the key. And innovation is just not about bringing new products. Innovation is
about also kind of advocacy and adoption we are doing in the market. If you look at the big
aspect is about the data set, which is actually added with the Indian data set coming from the
real-world experience narrative and the Indian patients, which is strengthening Toujeo and
Soliqua positioning also in the Indian guidelines.
So, we have Soliqua and Toujeo real world experience publications, which were closer to four
between quarter four to quarter two of this year. Landmark real world evidence study, which
was a scientific evidence of dissemination and KOL advocacy.
And last but not the least, continue preparing how do we make sure that the overall insulin
initiation to intensification is simplified by bringing some novel devices and AI platforms to
strengthen patient support program.
Extend, as we talk about own and grow, talk about innovate, we need to make sure that we
extend the access and equality in the access to the public sector. And with this, as we shared,
70% growth in the public sector by expanding into the care segment tells us about the pathway
which we are opting for in terms of continuous diabetes franchise growth.
And last but not the least, digital outreach in tier two and tier three markets, despite of the
optimization. So, this gives us an overarching, you know, promise what we shared with you was
leveraging existing diabetes portfolio, maximizing it for a sustainable and profitable growth.
With this, I hand over to Rachid.
Rachid Ayari: Thank you. Deepak. There is still one more slide
Deepak Arora: While we talk about sustainable and profitable growth, we also have to give back to the society.
And very happy to share that our CSR 2026 update in terms of our promise being made on the
Page 3 of 12
Sanofi India Limited
August 05, 2026
commitment to CSR projects, we are actually ahead of it, reaching out to build stronger
communities.
By end of this year, around 600
[Showing first 8,000 characters — download PDF for full document]