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Sanofi India Ltd · 500674

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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

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Sanofi India Ltd - 500674 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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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]