Sanofi India Q2 FY26 results: PAT up 20%, diabetes portfolio drives growth

Ebitda Margin ExpansionExceptional ItemResults View source PDF Explain this filing

SANOFI · price

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Price reactionminutes from the announcement price · days from the prior close

-2.2%Reaction day

₹3395.00

prior close

₹3411.20

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+1.3%-3.5% vs market

Pharmaceuticals peers, median of 165sector-0.0%-2.2% vs sector

On the reaction day the stock moved 3.5 pts less than Nifty Microcap 250 and 2.2 pts less than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.2

10m

-2.5

15m

-2.1

30m

-1.5

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.2+1.3-3.5-0.0-2.2

Next day

-1.2+1.6-2.8+0.2-1.4

-1.3+1.7-3.0+0.4-1.7

-1.9+1.6-3.5+1.1-3.0

-2.8+1.5-4.2+1.2-4.0

-4.8+1.8-6.6+1.0-5.8

-4.7+2.1-6.8+0.5-5.2

15d

-6.1+3.2-9.2+0.2-6.2

-8.1+3.7-11.8+1.7-9.8

-11.0+1.1-12.2+1.2-12.2

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UpDownMarket · Nifty Microcap 250Sector · Pharmaceuticals peers, median of 165Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Sanofi India reported Q2 FY26 revenue of INR 4,377 million, up 8% YoY. Profit after tax rose 20% to INR 835 million (vs INR 695 million), with EPS of INR 36.26. Insulin portfolio grew 14% for the second consecutive quarter, holding 58% value share in basal analog market. PBT margin improved to 27% from 24%, aided by 5% lower operating expenses. H1 PAT was nearly flat at INR 1,861 million. CFO Rachid Ayari to step down by September 30, 2026.

Likely market impact

Strong quarterly performance with 20% PAT growth and margin expansion signals positive momentum. Clean audit report is reassuring, though CFO transition is a watch point.