SANOFINSESanofi India Limited· PharmaceuticalsHighNeutral
Announced Wed, 25 Feb · 18:36 IST

Sanofi India Limited has submitted to the Exchange, the financial results for the period ended December 31, 2025.

Revenue DeclineExceptional ItemResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Sanofi India's board approved audited financial results for the quarter and financial year ended December 31, 2025, with statutory auditors Price Waterhouse & Co. issuing an unmodified (clean) audit opinion. Revenue from continuing operations fell to ₹18,374 crore (₹1,837.4 crore) from ₹20,132 crore a year ago, an ~8.7% decline driven mainly by a ₹1,481 crore drop in export sales due to the anticipated end of the Zentiva contract. Profit from continuing operations was largely flat at ₹3,267 crore vs ₹3,137 crore, while total PAT dropped from ₹4,135 crore (which included discontinued Consumer Healthcare business). The board recommended a final dividend of ₹48 per share, taking total FY2025 dividend to ₹123 per share (interim ₹75 already paid). Director changes include appointment of Rajani Kesari as Independent Director and Sudipta Chakraborty as Whole-time Director, and resignation of Rodolfo Hrosz.

Likely market impact

The revenue decline on export loss is a near-term headwind, though stable continuing-operations profit and a strong total dividend of ₹123/share (over 8% yield at recent prices) support shareholder returns. Clean audit and steady margins offer comfort, but the stock may react to the sharp export contraction and lack of YoY PAT growth.