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Sanofi India Q1 FY27 Share Price & Earnings Call Analysis

₹3,189.50+6.60% today
Market cap
₹7,346 Cr
P/E
21.44
ROE
43.03%
PEG
-1.64
Price to sales
4.05
Debt to equity
0.02
52W high / low
₹4,807 / ₹2,773
Sales growth (5Y)
-8.74%
EBITDA margin
26.73%
Net profit margin
18.85%
Promoter holding
60.40%
Sales (last year)
₹1,805 Cr

Sanofi India Limited is amongst the leading multinational companies in the Indian Pharmaceutical Market. It offers a wide array of medicines for therapy areas such as Diabetes, Cardiology, Thrombosis, Central Nervous System and Anti-histamines.[1]

Guidance scorecard · Q1 FY27 call

What Sanofi India Ltd's management guided
and where it ranks in Pharmaceuticals & Biotechnology

Revenue10–20%MarginsFlatCapexNone plannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ1 FY27 call

10–20%
  • Insulin market growth expected to continue at a higher single-digit rate despite GLP-1 emergence, with analog insulin segment showing sustained double-digit growth.
  • Sanofi's diabetes portfolio, including Lantus, Toujeo, and Soliqua, continues to grow robustly, powered by innovation and expanded access, especially in public sector markets.
  • Expansion in public sector expected to accelerate growth, demonstrated by 70% growth in public sector sales from Toujeo and Soliqua.
  • Efforts to leverage patient support programs, early diagnosis, and digital outreach in tier two and tier three markets aim to sustain demand.
  • Export strategy focuses on offsetting losses in mature markets by growth in emerging markets and specialized site manufacturing.

2 more points from Sanofi India Ltd's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

See what Sanofi India Ltd said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

None planned
  • Sanofi India is focusing on operational excellence and has financial discipline on operating expenses without impacting projects that offer a return on investment.
  • There is a strategy to increase manufacturing volume by bringing back certain products outsourced to Contract Manufacturing Organizations (CMOs) to the Goa site, which is being specialized for manufacturing certain worldwide products.
  • The company is investing in innovation, including innovative devices like Bluetooth devices and AI platforms, aimed at simplifying patient experience, especially for insulin users.
  • CSR investments continue with programs such as KiDS & Diabetes in Schools and Mobile Medical Units, expanding into new regions like Madhya Pradesh.
Full Q1 FY27 analysis

FundraisingQ1 FY27 call

See what Sanofi India Ltd said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

  • The company is working on offsetting losses in export markets like Australia with other markets such as France, Italy, Turkey, Russia, and potential tenders from South Africa.
  • A focus exists on manufacturing specialization at the Goa site to support worldwide products.
  • There is ongoing emphasis on leveraging strong diabetes product portfolios (e.g., Lantus, Toujeo, Soliqua) and expanding access in both private and public sectors.

2 more points from Sanofi India Ltd's call on the order book

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Full Q1 FY27 analysis
Full Pharmaceuticals & Biotechnology ranking

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

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Sanofi India Ltd rank?

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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

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹556 Cr22.1
240%+Up 0–2%₹215 Cr22.2
340%+Flat₹16,144 Cr—
440%+Flat₹6,072 Cr48.0
540%+Flat₹40 Cr—
620–40%Up 2%+₹50,220 Cr43.8

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Financials of Sanofi India Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Sanofi India Ltd

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +60.40%60.40%60.40%60.40%60.40%60.40%60.40%60.40%60.40%60.40%60.40%60.40%
FIIs +6.31%6.11%5.81%5.78%5.64%5.58%5.61%5.57%5.55%5.65%5.69%5.73%
DIIs +22.51%22.88%22.60%22.62%22.94%23.02%23.06%22.28%21.30%21.12%19.87%19.40%
Public +10.78%10.61%11.21%11.20%11.04%11.01%10.94%11.75%12.75%12.84%14.05%14.46%
No. of Shareholders62,87061,84967,66266,21166,40168,19666,79071,39575,81375,75880,00580,089

Financials of Sanofi India Ltd

Quarterly Results

Quarter-by-quarter operating performance

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +515491469511464524515536406475420472438
Expenses +393377370374348404397364311341330330322
Operating Profit1221141001371161201181729513490143115
OPM %24%23%21%27%25%23%23%32%23%28%22%30%26%
Other Income +578277412121439-22346
Interest1000000000100
Depreciation9999991010991099
Profit before tax1691861671691271131221659410283138112
Tax %27%18%18%19%19%27%25%28%26%26%26%26%26%
Net Profit +123152138137103829112070766210384
EPS in Rs53.4366.1759.8759.3944.9635.7439.7051.9630.2233.0426.8344.6136.30

Financials of Sanofi India Ltd

Profit & Loss

Annual income statement trend

Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025TTM
Sales +1,9772,1932,3672,4602,7713,0712,9022,9572,7702,8512,0131,8371,805
Expenses +1,6391,8171,8321,9212,1462,4032,1862,1942,0662,0471,5221,3461,323
Operating Profit339376535538625667716762704804491491483
OPM %17%17%23%22%23%22%25%26%25%28%24%27%27%
Other Income +13121866798833455642048379-8-9
Interest0021102222222
Depreciation9711311910210310082674240373736
Profit before tax3734814805156106006771,258864846531445436
Tax %29%33%37%37%38%31%29%25%28%29%22%27%
Net Profit +264322304326381414478944621603414327324
EPS in Rs114.61139.78132.26141.74165.48180.09207.65410.61269.83262.26179.78142.04140.78
Dividend Payout %39%46%51%50%51%194%176%119%211%64%65%87%

Financials of Sanofi India Ltd

Balance Sheet

Capital structure and asset base

Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025Jun 2026
Equity Capital23232323232323232323232323
Reserves1,4631,6041,8602,0032,1962,4192,0962,2031,253992838726803
Borrowings +00000023252419191815
Other Liabilities +742778658751765802777811772681732488567
Total Liabilities2,2282,4052,5412,7782,9843,2442,9183,0612,0721,7151,6121,2551,407
Fixed Assets +648877817769733499464334306315312304291
CWIP210223430211710132416181219
Investments0000000002000
Other Assets +1,3691,5051,6901,9782,2302,7282,4442,7141,7431,3821,2819391,098
Total Assets2,2282,4052,5412,7782,9843,2442,9183,0612,0721,7151,6121,2551,407

Financials of Sanofi India Ltd

Cash Flows

Operating, investing and financing cash movement

Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Cash from Operating Activity +265213322435374412611559399231462438
Cash from Investing Activity +6136-155-79-736627663165136-178-11
Cash from Financing Activity +-122-147-180-188-197-183-810-849-1,583-878-392-448
Net Cash Flow205102-1316810429578341-533-612-109-21
Free Cash Flow247184253379317337810574412221426413
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit114%93%101%118%99%96%112%111%94%59%114%111%

Financials of Sanofi India Ltd

Ratios

Working capital efficiency and return ratios

Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Debtor Days212422292127191817174235
Inventory Days179173169151154127107110125202186127
Days Payable1228179119110100931051098915179
Cash Conversion Cycle781151126165543322331307783
Working Capital Days26979171835-8-20-1924177
ROCE %22%26%27%26%29%28%32%35%41%71%49%58%

Guidance history

How Sanofi India Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →10–20%FlatNone planned——
Q3 FY26 call →0–10%FlatNone planned——
Q2 FY26 call →0–10%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

18out of 100

Momentum score · price trend

18 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−32.6%19%
Last 6 months−6.4%42%
Last 3 months−5.3%53%

The price is 56.6% below its all-time high of ₹7,351.45 (6 Sept 2024). Stocks more than 20% below their peak have their score halved, so 35 became 18.

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 India Ltd: 0.4 × 19 + 0.4 × 42 + 0.2 × 53 = 35, halved to 18 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 India Ltd's management said in earlier quarters

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