Announced Mon, 10 Aug · 13:04 IST
Sanofi India Q2 FY26 transcript: diabetes up 17% in H1, PBT up 19%
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
SANOFI · price
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Price reaction · full curve 14 horizons · vs prior close
-1.5%1-day move
₹3350.90
prior close
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AI summary
Sanofi India shared Q2 FY26 transcript. Diabetes business grew 14% in Q2 and 17% in H1, led by Lantus, Toujeo and Soliqua. PBT before exceptionals rose 19% to INR 112 cr, margins expanded from 24% to 27%. Total income up 7% in Q2 but H1 down 4% due to weak Q1. Partnership business with Cipla and Emcure grew just 2%, below market. Export facing Australia headwinds, offset by France, Italy and Turkey. Cash up 34%.
Likely market impact
Strong diabetes growth and margin gains are positives, but weak partnership biz and H1 topline decline cap upside. Cash buffer supports payouts.