Sanofi India Limited has informed the Exchange about Investor Presentation
29th October 2025
The Secretary BSE Limited Phiroze Jeejeebhoy Towers Dalal Street, Mumbai - 400 001 Scrip Code: 500674
The Secretary The National Stock Exchange of India Limited Exchange Plaza, 5th Floor Plot No. C/1, G Block Bandra-Kurla Complex, Bandra East Mumbai - 400 050 Symbol: SANOFI
Sub: Investor / Analysts Call - Presentation
Dear Sir / Madam,
We refer to our intimation dated 23rd October 2025, informing about the scheduling of Investor / Analysts Call for update on Un-audited Financial Results for the quarter and nine months ended 30th September 2025.
In this regard, pursuant to Regulation 30 read with Part A of Schedule Ill of 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: as above
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 Q3/25
Oct ob e r 29 th 20 25
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.
In light of the significant uncertainties inherent in the statements and other information contained in this presentation, investors should not regard these statements as a representation or warranty by Sanofi or any other person that the Company will achieve its goals, objectives, aspirations, metrics, plans or targets in any specified time frame or at all. 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
Eric Mansion GM Pharma and Non Executive Director
Rachid Ayari Whole Time Director and Chief Financial Officer
Deepak Arora Managing Director
Sanofi India Limited
2025 marks a pivotal transformation for Sanofi India Limited. We have fundamentally modernized our business model to position ourselves for sustainable, profitable growth
Business Model Transformation
Partnership model
Financial Performance
New organization focused on growing Insulin franchise with customer-centric, digitally & AI empowered capabilities
To grow our legacy portfolio in CV, CNS & OAD*
Domestic sales +3% YTD | Improvement in the PBT driven by the business & OPEX efficiency through
•
•
Diabetes Franchise Momentum
Successful Partnership Model
* CV- cardiovascular , CNS- central nervous system, OAD- oral anti-diabetes
Transforming Diabetes Business for Sustainable & Profitable Growth
1
2
3
Win with Portfolio (Basal and Premix)
Market Expansion
Future Ready Go-To- Market Capabilities
Volume acceleration
Continue Raising Awareness
Customer Centric Approach
Preferred 2nd gen basal insulin
Digital Outreach (Tier II/III)
AI enabled initiatives
Market shaping to accelerate Reach
Tapping the potential of Public Sector
Innovative Customer Journey Orchestrations
Launch success of Soliqua* fueled by…
Strong positioning & maximized reach
Backed by new clinical evidence
* Insulin glargine & lixisenatide injection
Net sales YTD Sep/2025
Net sales Q3/2025
₹ in Mio
Domestic Sales
+3%
11.232
11.6 24
5.355 (4 8 %)
5.571
(4 8 %)
+4%
Export Sales
- 35%
5.575
(50 %)
5.712
(4 9 %)
+2%
2.738
34 1
20 25
30 2
20 24
Diab e t e s Insulin
20 24
20 25
Part ne rship s
Ot he r
Exp ort
1.78 6
1.78 6
(10 0 %)
Domestic Sales
+2%
3.9 0 1
3.9 73
1.8 22
1.9 12
+5%
1.9 19
2.0 16
16 0
20 24
4 5
20 25
+5%
-45%
Export Sales
- 45%
9 8 1
54 4
20 24
20 25
Diab e t e s Insulin
Part ne rship s
Ot he r
Exp ort
Misc.:(-11Cr): Mainly MSA Allegra (- Full process under net sales - toll: Other revenues) & TSA Combiflam cream (One off LY Tender)
Operating expenses| 2024-2025 Significant quarter-over-quarter improvement
1.253
1.267
1.443
1.468
567
538
Employees cost
695
Other OPEX
558
602
665
-30%
1.235
538
1.027
1.013
449
419
876
930
697
578
594
Q1/24
Q2/24
Q3/24
Q4/24
Q1/25
Q2/25
Q3/25
% Net sales
26%
30%
30%
31%
25%
26%
22%
PBT by quarter| 2024-2025
1.312
1.112
1.126
1.141
1.297
941
+15%
1.654
Profit before tax
& exceptional items
Q1/24
Q2/24
Q3/24
Q4/24
Q1/25
Q2/25
Q3/25
PBT YTD| 2024-2025
Profit before tax
& exceptional items
1.312
% Net sales
23%
3.549
2.423
29%
3.890
+10%
4.691
2.594
1.654
YTD
YTD
YTD
YTD Dec/24
YTD
YTD
YTD
March/24
June/24
Sept/24
March/25
June/25
Sept/25
% Ne t sale s
25%
29%
Sanofi India Limited Pivotal transformation to position ourselves for sustainable, profitable growth
Transformed Business Model
Delivering Results Today
Positioned for Tomorrow
Strategic transformation complete - focus on Insulin & winning partnership model for legacy brands
Strong execution driving growth and significant margin expansion through operational excellence
Future-ready capabilities position SIL to capture India's high-growth diabetes opportunity
Thank you