Sanofi Consumer Healthcare India Q2 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹7,987 Cr
- P/E
- 30.02
- ROE
- 71.60%
- Price to sales
- 8.40
- Debt to equity
- 0.06
- 52W high / low
- ₹5,027 / ₹3,208
- EBITDA margin
- 37.16%
- Net profit margin
- 26.77%
- Promoter holding
- 71.27%
- Sales (last year)
- ₹950 Cr
Guidance scorecard · Q2 FY27 call
What Sanofi Consumer Healthcare India Ltd's management guided
and where it ranks in Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology
RevenueQ3 FY26 call
20–40%- Focus is on growth and penetration in India, aiming to increase volumes and market reach.
- Sustainable, profitable growth is the agenda, balancing top line, market share, and bottom line.
- Innovation and new product launches (e.g., Allegra D) are key pillars for future growth.
- Significant investment has begun since Q2 2025 into brand building, digital engagement, and expanding consumer reach.
- Expansion plans include increasing healthcare professional (HCP) reach, especially in underpenetrated regions like the East.
- The sales force of ~350 medical reps is expected to improve productivity and possibly expand depending on business case analysis.
- Inorganic growth opportunities are being explored cautiously with global support.
2 more points from Sanofi Consumer Healthcare India Ltd's call on revenue
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MarginsQ3 FY26 call
FlatSee what Sanofi Consumer Healthcare India Ltd said on margins — free account, 30 seconds.
CapexQ3 FY26 call
Planned- Sanofi Consumer Healthcare India Limited is focused on smart and disciplined capital spending.
- Investments are targeted in the right places with high focus, avoiding indiscriminate spending.
- Performance analytics teams work on optimizing productivity and efficiency, especially in the sales force.
- The company is evaluating different reach models including digital and Omni-channel approaches before deciding on expanding the sales force.
- There is a clear intent on sustainable, profitable growth with increased investments in brand building and digital marketing started since Q2 of the previous year, which will continue.
- The organization benefits from strong local manufacturing capabilities, reducing dependency on global supplies, thus controlling capital deployment in supply chain.
2 more points from Sanofi Consumer Healthcare India Ltd's call on capex
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FundraisingQ3 FY26 call
See what Sanofi Consumer Healthcare India Ltd said on fundraising — free account, 30 seconds.
Order bookQ3 FY26 call
- Focus is on rebuilding sales run rates close to pre-recall levels.
- Emphasis on increasing reach to healthcare practitioners (HCPs) and improving sales force productivity.
- Innovation pipeline and new product launches (e.g., Allegra D) are highlighted as growth drivers.
- Discussions on business growth with a focus on profitability, market share, and penetration, but no direct comment on order backlog status.
Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Pharmaceuticals & Biotechnology companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹556 Cr | 22.1 | |
| 2 | 40%+ | Up 0–2% | ₹215 Cr | 22.2 | |
| 3 | 40%+ | Flat | ₹16,144 Cr | — | |
| 4 | 40%+ | Flat | ₹6,072 Cr | 48.0 | |
| 5 | 40%+ | Flat | ₹40 Cr | — | |
| 6 | 20–40% | Up 2%+ | ₹50,220 Cr | 43.8 |
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Pro shows every company guiding 40%+ revenue growth →Full Pharmaceuticals & Biotechnology rankingFinancials of Sanofi Consumer Healthcare India Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Shareholder Pattern
Sanofi Consumer Healthcare India Ltd
Shareholding breakup across reporting periods.
| Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Promoters + | 60.40% | 60.40% | 60.40% | 60.40% | 71.27% | 71.27% | 71.27% | 71.27% | 71.27% | 71.27% |
| FIIs + | 6.03% | 5.22% | 4.42% | 4.52% | 3.24% | 2.94% | 2.83% | 2.76% | 2.60% | 2.48% |
| DIIs + | 22.60% | 23.83% | 25.35% | 25.48% | 16.89% | 17.21% | 17.33% | 17.57% | 17.85% | 18.03% |
| Public + | 10.98% | 10.56% | 9.84% | 9.59% | 8.59% | 8.58% | 8.57% | 8.41% | 8.28% | 8.22% |
| No. of Shareholders | 61,091 | 58,582 | 55,734 | 51,859 | 49,632 | 48,808 | 48,075 | 48,418 | 47,511 | 46,586 |
Financials of Sanofi Consumer Healthcare India Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 210 | 225 | 222 | 172 | 160 | 171 | 173 | 221 | 234 | 251 | 229 | 236 | 263 |
| Expenses + | 116 | 135 | 140 | 109 | 97 | 109 | 109 | 151 | 149 | 161 | 140 | 146 | 161 |
| Operating Profit | 95 | 90 | 82 | 64 | 63 | 62 | 64 | 70 | 85 | 90 | 89 | 89 | 102 |
| OPM % | 45% | 40% | 37% | 37% | 39% | 36% | 37% | 32% | 36% | 36% | 39% | 38% | 39% |
| Other Income + | 1 | 1 | 3 | -24 | 3 | 2 | 5 | 12 | 3 | 5 | 6 | 6 | 4 |
| Interest | 0 | 0 | 0 | 0 | 3 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
| Depreciation | 1 | 1 | 1 | 1 | 2 | 1 | 2 | 3 | 3 | 3 | 3 | 3 | 3 |
| Profit before tax | 95 | 90 | 84 | 39 | 61 | 63 | 67 | 79 | 84 | 90 | 91 | 92 | 103 |
| Tax % | 25% | 24% | 25% | 25% | 26% | 29% | 25% | 23% | 25% | 27% | 25% | 25% | 25% |
| Net Profit + | 71 | 68 | 63 | 29 | 45 | 44 | 50 | 61 | 63 | 66 | 68 | 69 | 77 |
| EPS in Rs | 12.59 | 19.54 | 19.24 | 21.71 | 26.36 | 27.31 | 28.87 | 29.44 | 29.87 | 33.26 |
Financials of Sanofi Consumer Healthcare India Ltd
Profit & Loss
Annual income statement trend
| Dec 2023 8m | Dec 2024 | Mar 2025 | Dec 2025 | TTM | |
|---|---|---|---|---|---|
| Sales + | 555 | 724 | 878 | 878 | 979 |
| Expenses + | 337 | 454 | 569 | 569 | 609 |
| Operating Profit | 219 | 271 | 309 | 309 | 370 |
| OPM % | 39% | 37% | 35% | 35% | 38% |
| Other Income + | 2 | -15 | 25 | 25 | 21 |
| Interest | 0 | 4 | 2 | 2 | 2 |
| Depreciation | 2 | 4 | 12 | 12 | 13 |
| Profit before tax | 219 | 247 | 320 | 320 | 376 |
| Tax % | 25% | 27% | 25% | 25% | |
| Net Profit + | 165 | 181 | 240 | 240 | 280 |
| EPS in Rs | 78.59 | 104.25 | 104.25 | 121.44 | |
| Dividend Payout % | 6% | 70% | 0% | 72% |
Financials of Sanofi Consumer Healthcare India Ltd
Balance Sheet
Capital structure and asset base
| Dec 2023 | Dec 2024 | Dec 2025 | Jun 2026 | |
|---|---|---|---|---|
| Equity Capital | 2 | 23 | 23 | 23 |
| Reserves | 206 | 250 | 361 | 325 |
| Borrowings + | 0 | 20 | 25 | 21 |
| Other Liabilities + | 138 | 138 | 138 | 338 |
| Total Liabilities | 345 | 431 | 547 | 706 |
| Fixed Assets + | 5 | 29 | 36 | 30 |
| CWIP | 3 | 1 | 0 | 0 |
| Investments | 0 | 0 | 0 | 0 |
| Other Assets + | 338 | 402 | 511 | 677 |
| Total Assets | 345 | 431 | 547 | 706 |
Financials of Sanofi Consumer Healthcare India Ltd
Cash Flows
Operating, investing and financing cash movement
| Dec 2023 | Dec 2024 | Mar 2025 | Dec 2025 | |
|---|---|---|---|---|
| Cash from Operating Activity + | -0 | 439 | 175 | |
| Cash from Investing Activity + | 0 | 2 | 8 | |
| Cash from Financing Activity + | 2 | -116 | -134 | |
| Net Cash Flow | 2 | 325 | 48 | |
| Free Cash Flow | -4 | 429 | 167 | |
| CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit | 2% | 208% | 85% |
Financials of Sanofi Consumer Healthcare India Ltd
Ratios
Working capital efficiency and return ratios
| Dec 2023 | Dec 2024 | Mar 2025 | Dec 2025 | |
|---|---|---|---|---|
| Debtor Days | 21 | 7 | 12 | |
| Inventory Days | 232 | 80 | 98 | |
| Days Payable | 144 | 138 | 126 | |
| Cash Conversion Cycle | 109 | -51 | -16 | |
| Working Capital Days | 134 | -33 | -4 | |
| ROCE % | 111% | 90% |
Momentum score · price trend
9 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −25.8% | 29% |
| Last 6 months | −27.2% | 10% |
| Last 3 months | −24.9% | 7% |
The price is 35.4% below its all-time high of ₹5,371.5 (4 Jul 2025). Stocks more than 20% below their peak have their score halved, so 17 became 9.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Sanofi Consumer Healthcare India Ltd: 0.4 × 29 + 0.4 × 10 + 0.2 × 7 = 17, halved to 9 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Sanofi Consumer Healthcare India Ltd's management said in earlier quarters
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