Sanofi Consumer Healthcare India Limited has informed the Exchange about Investor Presentation
24th March 2026
The Secretary BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001 Scrip Code: 544250
Sub.: Investor Presentation
Dear Sir/Madam,
The Secretary National Stock Exchange of India Limited C-1, Block G, Exchange Plaza, Bandra-Kurla Complex, Bandra East, Mumbai - 400 051 Symbol: SANOFICONR
Pursuant to Regulation 30 read with Para A Part A of Schedule III to the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and further to our communication dated 19th March 2026, informing the Exchanges about Company’s participation in the SCHIL Institutional Investor Meet scheduled today i.e., Tuesday, 24th March 2026, we hereby enclose the presentation to be made at the aforesaid meeting.
presentation
The uploaded https://www.sanofi.com/en/india/consumer-healthcare/investors/disclosures-under-reg-46-of- the-listing-regulations/analyst-meet
Company's website
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Kindly take the above information on record.
Thanking You,
Yours faithfully, For Sanofi Consumer Healthcare India Limited
Nikunjkumar Savaliya Company Secretary and Compliance Officer Membership No.: F7048
Encl.: a/a
Sanofi Consumer Healthcare India Limited, Unit 1104, 11th Floor, Godrej Two, Pirojshanagar, Eastern Express Highway, Vikhroli East, Mumbai, Maharashtra, 400079 Tel.: +91(22) 4528 8555 Corporate Identity Number: L21002MH2023PLC402652 website: www.sanofi.in Email: igrc.schil@sanofi.com
SANOFI CONSUMER HEALTHCARE Investor Meet 24th March 2026
Re-igniting Profitable Growth Himanshu Bakshi Managing Director
Safe Harbor Statement
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, intense competition and the pricing environment in the market, consumption level, ability to maintain and manage key customer relationship and supply chain sources and those factors which may affect our ability to implement business strategies successfully, namely changes in regulatory environments, political instability, change in international prices and input costs and new or changed priorities of the trade. 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 or oral forward-looking statements as may be required from time to time on the basis of subsequent developments and events. The Company does not undertake any obligation to update forward looking statements that may be made from time to time by or on behalf of the Company to reflect the events or circumstances after the date hereof
Agenda
Journey since inception
Road Ahead
Our Strategy
4
Agenda
Journey since inception
Road Ahead
Our Strategy
5
Sanofi Consumer Healthcare: Snapshot
Revenue from operations
₹ 8784 Mn
Profit from operations
ROCE
36.7%
62.5%
Leading Brands
Avil
# 1 vol
Allegra
# 3 val
Combiflam # 5 vol
DePura
# 5#
FY 2025 Data # Pre Recall Source : IQVIA MAT Dec’25
Includes AI-generated images
Case for separation : Play in Consumer Healthcare by its rules
Pharma Approach
Consumer Healthcare Approach
Win with patented formulations
Win on Brand Equity
Prescription driven
Synergy of Prescriptions & Self choice
Off Patent brands fund New Launches
Sustained investments in brand building
Disease & Therapy awareness
Self Care and Influence
Low single digit A&P
A&P investments Mid Teens
Includes AI-generated images
Turbulent start for an organization still taking shape
• Investments
curtailed • Nutra biz hived off
Manpower rationalization
Demerger into a sperate entity
Voluntary Recalls
Successful listing at the exchange
New identity & workplace
DePURA 60k relaunch
Combiflam suspension re-launch
Allegra suspension re-launch
DePURA Kids re- launch
2021 2021
2022 2021
Jun 2024 2021
Jul 2024 2021
Sep 2024 2021
Dec 2024 2021
Jan 2025 2021
Jun 2025 2021
Sep 2025 2021
Nov 2025 2021
June-July ‘24
Building FMCH talent with 60 new hires
Unlocking FMCH marketing
Building FMCH GTM
Inventory ownership transfer
April ‘25
CD&R acquires controlling stake in CFC business globally.
Sanofi CHC business renamed as Opella
Last mile separation of supply chain from Sanofi India
Starting point – constrained demand generation
Health Care Professionals
Consumer
Point of Sale
–
–
–
Includes AI-generated images
We have unlocked demand levers after a long gap
Health Care Professionals
Consumer
Point of Sale
–
–
–
Includes AI-generated images
Put together a team that Makes It Happen
+ Attracted Best in class FMCH Talent
+ Performance driven Culture
+ Recognised as Most Preferred Workplace – Overall & Women
+ Wellness at core of workplace & policies
Leading to strong business performance
+21% +13% +33%
Revenue from operations
Operating Profit
Profit After Tax
vs FY 2024
Includes AI-generated images
And did our bit for healthier planet and society
PROJECT AMRIT
VAN MITRA
B CORP CERTIFICATION
Our B Corp Certification.
Certifying highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose
36 Water Community Centers benefiting
34K trees planted helping in
> 190K people
3,48,520 kgs of CO2 reduction annually
Stringent certification process
Agenda
Journey since inception
Road Ahead
Our Strategy
14
Significant growth opportunities exist within our core categories
High headroom for category penetration
ALLERGY
Significant growth upside through share gains
₹ 9399 Cr
~3/10 suffered from Allergy in last 6 months
PAIN
₹ 5241 Cr
~9/10 experienced a Pain episode
2.4%
9.0%
₹ 1469 Cr
1.8%
VIT D
~7/10 Indians are Vit D deficient
Pain
Allergy
Vit D
SCHIL Brands
Category
Source : IQVIA
Our Strength
Consumers taking health in hands – time is ripe for self care
Source of Trial
Pain
Allergy
Doctor Reccomended
Self Select
Influencers important drivers of brand choice especially in VMS
Social Media…
HCP
Dietician/Gym…
Self
* Multiple choice question
53 Mn Indians accessing health related info online
26% consumers self-medicating
15% medicate via chemist consultation
Source : IPSPS Incidence & Penetration Report, Self Care Report. U&A HCP : Health Care Professional Includes AI-generated
Imperative to invest competitively on Consumer , HCP & Store reach
Media Spends
HCP Coverage
Direct Store Coverage
x
x
x
< 0.1 x
~0.3-0.5 x
~0.4 x
Top Spender
SCHIL
Peers
SCHIL
Peers
SCHIL
Benchmarked against top spender in category*
Source : BARC, Industry sources, Proprietary Research, Media Spends DePura & Combiflam HCP : Health Care Professional
Agenda
Journey since inception
Road Ahead
Our Strategy
19
Our Strategy Synergistic demand generation through HCP & Self Choice – A true FMCH model
MISSION Health. In your hands. By making selfcare as simple as it should be.
VISION Become the best FMCH In & For India
OUR STRATEGY
Scale HCP Initiation.
Scale Consumer Engagement.
Improve Access.
MAKING IT HAPPEN
Right Talent x Performance Culture
Digital & AI
Lean & efficient supply chain
Scale up HCP recommendations
Scale HCP Engagement
2X Doctor reach Face to Face
+50K Doctor reach on DIGITAL
Includes AI-generated images
Digital-first demand generation
Step up Consumer Engagement
~60 Mn multi-media reach* Targeted spends on Social to drive influence ~30%
Includes AI-generated images *Includes multimedia reach
Increasing direct retail coverage & chemist recommendation
Improve Access
Win at store
2X direct coverage
Right Talent & Culture to fuel profitable growth
Make it happen
COMMERCIAL ENGINE
Frontline
FMCH talent across: • • Brand • Alternate channels
PRODUCTIVITY
CULTURE
AI &Automation to : • • Strengthen
Free up capacity
decision making at last mile
Challenger mindset: • Speed &
Accountability • Differentiated Rewards
Includes AI-generated images
Leveraging digital & AI for superior, agile execution
Make it happen
One Touch
Data at fingertips – AI enabled prescriptive analysis to drive data-based decisions
AI-enabled agile visuals to bring alive our brand superiority.
Includes AI-generated images
Empowered Country Management
Make it happen
India –first approach to innovations for Global brands too
Complete ownership of Global Brand P&L
Faster decision making & execution
Dedicated in house ai creative team for India
Benefit from Opella’s Global Scale, R&D & technology
Thank you