Sanofi India Limited
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Key numbers — 32 extracted
INR 27.22 Billion
INR 5.7 Billion
INR 190 Billion
70%
8%
11%
4%
20%
9%
6%
10%
3%
Speaking time
1
Opening remarks
Growth
✓ Tier 2-6 & rural markets >12% ✓ Metro/ class1 towns 2-4% HCPs interaction Pharma Patients ▪ Preference for Hybrid model of interaction – 63% F2F; 21% Phone; 16% Online platforms1 • Increasing adoption of digital channels • Increasing adoption Telehealth • 30% patients would opt for teleconsultation post lockdown also)3 4 Big jump in online pharmacies3 5 Regulatory environment Use of online pharmacies PRE COVID POST COVID Households using online Pharmacies 7% 15% ~9 Mn ~70 Mn Cardiac and hypertension patients drive the trend for online pharmacies both during and post lockdown May ‘20 Expected By 2025 as per FICCI • >2X increase in Healthcare Budget in 2021 • ₹94K cr → ₹223K Cr • % GDP spend on HC increasing from 1.5% to 1.8% • New scheme for nutrition & wellness • Ayushman Bharat improving access • NLEM revision this year • Margin capping for Pharma 8 1IPSOS Survey (June 2020) 2Bain report based on THB physician survey 3IQVIA Survey Sanofi India – Strategic pillars 1 Diabetes Shape in