Sanofi India Limited has informed the Exchange about Transcript of Investor/ Analysts call held on 26th February 2026.
SANOFI · price
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Sanofi India reported domestic net sales of INR 1,511 crores for FY2025, largely flat year-on-year, with the diabetes franchise growing 6% (accelerating to 11% in Q4) led by Lantus (31% market share in basal insulin) and double-digit growth in Toujeo and Soliqua. The partnership business declined 2% for the full year due to inventory replenishment cycles and frozen periods with partners, with management expecting continued quarterly volatility through 2026. Profit before tax grew 1% and profit after tax grew 4% for FY2025, supported by a 17% reduction in operating expenses. The board proposed a 5% dividend increase to INR 123 per share, taking EPS to INR 142. Q4 EBITDA margin came in at 21.5%, an 8-quarter low, attributed mainly to phasing and stock movements. Management confirmed no new product launches are planned for 2026 and no expansion into new therapeutic areas.
Mixed near-term outlook for shareholders: diabetes momentum is positive and cost discipline is intact, but partnership volatility, declining exports, an 8-quarter low Q4 margin, and absence of new launches may keep the stock range-bound. The 5% dividend hike offers modest support to income-focused investors.