Sanofi India Ltd.
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ABOUT
AI Sector View
AI GENERATEDHealthcare
This stance relies on proxies and positioning because no direct pharma-export or healthcare operating series exists in the dataset. The depreciated currency at 95.23 (Sep/26) can support export earnings, inflation at 4.45% (Jul/26) is manageable for a defensive sector, and consumer spending remains large at INR 44743 billion (Jun/26). Strong FPI inflow of INR 10620 crore over 3 months to 2026-08-31 from INR -11381 crore in the prior 3 months adds a real sector-specific tailwind, but confidence stays capped because the fundamental drivers are indirect proxies.
PROS
- Company is almost debt free
- Company has a healthy return on capital (ROCE) of 49.3%
- Company has a good return on equity (ROE) track record: 3 Years ROE 38.1%
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.13x)
- Stock looks reasonably valued - P/E of 22.4 is below its historical median
- Company generates healthy free cash flow
CONS
- Stock is trading at 13.9x its book value
- Recurring exceptional / one-off items are inflating headline profit
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| SUNPHARMA | 1899.00 | 37.67 | 455633.71 | 0.84 | 2901.23 | 26.53 | 15299.88 | 10.98 | 19.11 | 28.81 |
| DIVISLAB | 9100.00 | 82.59 | 241576.41 | 0.33 | 902.00 | 65.50 | 3080.00 | 27.80 | 21.51 | 40.75 |
| TORNTPHARM | 4850.00 | 84.58 | 184478.41 | 0.78 | 566.00 | 3.28 | 4921.00 | 57.32 | 19.27 | 33.81 |
| CIPLA | 1385.00 | 33.19 | 111888.39 | 0.94 | 785.55 | -39.18 | 7119.28 | 4.13 | 16.00 | 16.73 |
| ZYDUSLIFE | 1121.00 | 24.78 | 111820.18 | 0.09 | 990.20 | -34.90 | 8017.00 | 23.97 | 21.39 | 24.54 |
| LAURUSLABS | 1840.00 | 90.93 | 99417.45 | 0.11 | 362.07 | 123.94 | 2026.31 | 29.10 | 18.20 | 31.50 |
| LUPIN | 2111.00 | 17.46 | 96528.82 | 0.85 | 1416.98 | 16.01 | 8276.89 | 34.28 | 28.86 | 29.59 |
| DRREDDY | 1154.00 | 29.89 | 96322.06 | 0.69 | 435.60 | -69.10 | 8099.80 | -5.21 | 13.75 | 10.63 |
| MANKIND | 2328.55 | 47.09 | 96179.61 | 0.04 | 574.09 | 29.12 | 4030.59 | 12.89 | 13.24 | 26.30 |
| AUROPHARMA | 1653.30 | 25.62 | 95127.23 | 0.24 | 10320.30 | 1152.16 | 91503.50 | 1062.96 | 12.76 | 20.54 |
| GLENMARK | 2427.00 | 38.10 | 68495.93 | 0.10 | 482.83 | 927.88 | 4018.48 | 31.35 | 20.35 | 20.03 |
| SANOFI | 3150.00 | 17.55 | 7254.65 | 3.90 | 91.30 | -93.37 | 514.90 | 9.74 | 55.46 | 26.08 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 515 | 491 | 469 | 511 | 464 | 524 | 515 | 536 | 406 | 475 | 420 | 472 | 438 | |
| 393 | 377 | 370 | 374 | 348 | 404 | 397 | 364 | 311 | 341 | 330 | 330 | 332 | |
| Operating Profit | 122 | 114 | 100 | 137 | 116 | 120 | 118 | 172 | 95 | 134 | 90 | 143 | 106 |
| OPM % | 23.62% | 23.13% | 21.23% | 26.84% | 24.96% | 22.84% | 22.98% | 32.08% | 23.36% | 28.23% | 21.51% | 30.24% | 24.24% |
| 16 | 11 | 9 | -23 | -14 | 2 | 14 | 3 | 9 | -22 | 3 | 4 | 6 | |
| Interest | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 |
| Depreciation | 9 | 9 | 9 | 9 | 9 | 9 | 10 | 10 | 9 | 9 | 10 | 9 | 9 |
| Profit before Tax | 127 | 115 | 99 | 104 | 92 | 113 | 122 | 165 | 94 | 102 | 83 | 138 | 112 |
| Tax % | 36.37% | 29.67% | 29.81% | 31.10% | 25.95% | 27.00% | 25.29% | 27.71% | 26.14% | 25.71% | 25.66% | 25.60% | 25.65% |
| Net Profit | 81 | 81 | 70 | 72 | 68 | 82 | 91 | 120 | 70 | 76 | 62 | 103 | 84 |
| 53.37 | 66.08 | 30.26 | 31.26 | 29.62 | 35.69 | 39.64 | 51.89 | 30.18 | 32.99 | 26.79 | 44.55 | 36.26 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Dec 2023 | Dec 2024 | Dec 2025 | TTM | |
|---|---|---|---|---|
| 1,996 | 2,013 | 1,837 | 1,805 | |
| 1,509 | 1,523 | 1,346 | 1,332 | |
| Operating Profit | 487 | 490 | 491 | 473 |
| OPM % | 24.40% | 24.35% | 26.74% | 26.22% |
| 80 | -21 | -8 | -9 | |
| Interest | 2 | 2 | 2 | 2 |
| Depreciation | 36 | 37 | 37 | 36 |
| Profit before Tax | 528 | 431 | 445 | 436 |
| Tax % | 31.01% | 27.28% | 26.53% | 25.65% |
| Net Profit | 365 | 314 | 327 | 324 |
| EPS | 158.52 | 136.39 | 142.04 | — |
| Dividend Payout % | 105.35% | 85.78% | 86.59% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
STOCK PRICE CAGR
- 10 Years:
- -3%
- 5 Years:
- -18%
- 3 Years:
- -24%
- 1 Year:
- -38%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 38%
- Last Year:
- 44%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|
| Equity Capital | 23 | 23 | 23 |
| 924 | 768 | 654 | |
| 14 | 14 | 14 | |
| Trade Payables | 292 | 406 | 194 |
| 3,451 | 3,468 | 3,538 | |
| Total Liabilities | 4,703 | 4,679 | 4,423 |
| 315 | 312 | 304 | |
| Capital Work in Progress | 13 | 18 | 12 |
| 2 | 0 | 0 | |
| 664 | 500 | 312 | |
| 132 | 230 | 177 | |
| Cash & Bank | 405 | 295 | 275 |
| 3,173 | 3,324 | 3,344 | |
| Total Assets | 4,703 | 4,679 | 4,423 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|
| 231 | 462 | 438 | |
| Cash from Investing | 36 | -19 | -11 |
| Cash from Financing | -878 | -392 | -448 |
| -612 | 50 | -21 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|
| PER SHARE | |||
| EPS (₹) | 158.52 | 136.39 | 142.04 |
| Book Value (₹) | 411.83 | 343.96 | 294.48 |
| Dividend per Share (₹) | 167.00 | 117.00 | 123.00 |
| Cash EPS (₹) | 174.39 | 152.35 | 158.26 |
| PROFITABILITY | |||
| Operating Margin % | 23.50% | 22.14% | 23.63% |
| Net Margin % | 17.59% | 14.17% | 15.71% |
| ROE % | 33.75% | 36.09% | 44.50% |
| ROCE % | 46.28% | 46.15% | 55.46% |
| 7.65% | 6.69% | 7.18% | |
| EFFICIENCY | |||
| Debtor Days | 23 | 30 | 36 |
| Inventory Days | 94 | 96 | 71 |
| Payable Days | 124 | 130 | 122 |
| -7 | -4 | -15 | |
| FINANCIAL HEALTH | |||
| Debt to Equity (x) | 0.00x | 0.00x | 0.00x |
| Interest Coverage (x) | 311.88x | 288.60x | 262.59x |
| 1.23x | 1.15x | 1.12x | |
| GROWTH | |||
| Revenue Growth % | -27.94% | 0.86% | -8.73% |
| Operating Profit Growth % | -29.26% | -7.58% | 0.73% |
| Net Profit Growth % | -41.25% | -13.96% | 4.14% |
| -41.25% | -13.96% | 4.14% | |
| VALUATION | |||
| P/E (x) | 50.89x | 44.88x | 28.81x |
| P/B (x) | 19.59x | 17.80x | 13.89x |
| Dividend Yield % | 2.07% | 1.91% | 3.01% |
| 33.07x | 27.17x | 17.88x |
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-08-31 - Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Receipt of Show Cause Notice from GST Authorities
2026-08-13 - Please find enclosed intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
2026-08-11 - Please find enclosed intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
2026-08-10 - Sanofi India Limited has informed the Exchange about Transcript of Investor / Analysts Call.
2026-08-06 - Sanofi India Limited has informed the Exchange about Link of Video Recording of Investor / Analysts Call
2026-08-05 - Sanofi India Limited has informed the Exchange about copies of Newspaper Publication of Financial Results for the quarter and half year ended 30th June 2026
2026-08-05 - Sanofi India Limited has informed the Exchange about Investor / Analysts Call - Presentation
2026-08-04 - Sanofi India Limited has informed the Exchange about Intimation Under Regulation 30(5) Of the Listing Regulations
2026-08-04 - Sanofi India Limited has informed the Exchange about Re-constitution of the Committees of the Company.
News
Recent coverage and analyst commentary for SANOFI
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Sanofi India Ltd.
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