Sanofi India Limited · NSE:SANOFI

Sanofi India — Q2 2026 Earnings Presentation

13 slides from Sanofi India's earnings presentation, Aug 5, 2026

  1. Slide 1: Exchange filing cover letter: Investor / Analysts Call presentation

    5th August 2026 To The Secretary The Secretary BSE Limited The National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G, Dalal Street Bandra-Kurla Complex, Bandra (E) Mumbai 400 001 Mumbai 400 051 Scrip Code: 500674 Symbol: SANOFI Sub: Investor / Analysts Call

  2. Slide 2: Sanofi India Limited Investors call Q2/26

    Sanofi India Limited Investors call Q2/26 5th August 2026

  3. Slide 3: Disclaimer

    Disclaimer This Release / Communication, except for the historical information, may contain statements, including the words or phrases such as expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should and similar expressions or

  4. Slide 4: Presenters

    Presenters Deepak Arora Rachid Ayari General Manager Pharma India and CFO India and Finance BP Country Lead General Medicines

  5. Slide 5: Q2.26 Domestic results: Strong momentum further boosted by diabetes business

    Q2.26 Domestic results: Strong momentum further boosted by diabetes business +8% ₹ in Mio 3.559 3.298 ▪ Diabetes business continues to grow above market growth. Double Digit growth powered by innovative portfolio. 2.031 +14% ▪ Acceleration in public sector by 70% with opening of new 1.776 (57%) acco

  6. Slide 6: Where Scale Meets Innovation: Our Diabetes Value Proposition

    Where Scale Meets Innovation: Our Diabetes Value Proposition Own & Grow Innovate Extend Own the Basal Market Leadership Expanding RWE narrative & Indian datasets Tapping the potential of Public Sector to strengthen Toujeo & Soliqua positioning. • Market leader: 47% MS by value • Entry in CARE Accoun

  7. Slide 7: CSR - 2026 Update: Reaching out to build stronger communities

    CSR - 2026 Update: Reaching out to build stronger communities H1 ’26 Impact Kids and Diabetes in Schools (KiDS) KiDS 600,000+ 400+ 400+ schools KiDS direct beneficiaries MMUs 450+ teachers to be reached in KiDS 2026 80,000+ 80,00+ students* *Academic year begins in June Mobile Medical Units (MMUs) M

  8. Slide 8: Total income Q2/2026 and YTD June/2026

    ₹ in Mio Total income Q2/2026 Total income YTD June/2026 +7% -4% 4.439 9.542 9.206 4.150 8.893 4.162 Sales (93%) (94%) +6% -2% Sales 8.690 (94%) 3.912 (94%) Other op 151 216 Other op 529 +43% 410 -22% income (4%) (5%) income (6%) (4%) Other income 87 Other income 120 106 61 Q2/25 Q2/26 Q2/25 Q2/26 -

  9. Slide 9: Net sales Q2/2026 and H1/2026

    Net sales Q2/2026:+8% H1/2026:Almost flat Strong quarter for domestic sales Domestic Impacted by one off from 2025 -2% +8% 7.651 7.528 3.559 3.298 +17% 3.559 +14% Export Sales 4.165 2.031 Export Sales 1.776 (57%) (54%) -2% -7% 614 603 1.243 1.162 2% -15% 3.788 1.423 1.457 3.224 (43%) (41%) 2025 2026

  10. Slide 10: Operating expenses 2025-2026

    ₹ in Mio Operating expenses*| 2025-2026 Increase focus on financial discipline & optimization -15% -5% 2.262 1.027 972 1.923 Employees cost 987 Employees cost 449 446 874 Other OPEX 1.275 Other OPEX 578 526 1.050 H1/25 H2/26 Q2/25 Q2/26 *:Depreciation & finance cost not included as there is no Major

  11. Slide 11: Profit before tax & exceptional items 2025-2026

    ₹ in Mio Profit before tax & excep items | 2025-2026 Double digit Profitable growth +19% -4% 2.594 1.123 2.502 941 Profit before tax & exceptional items Profit before tax & exceptional items H1/25 H1/26 Q2/25 Q2/26 % Net sales 24% 27% % Net sales 29% 29%

  12. Slide 12: Continued progress and clear priorities

    Continued progress and clear priorities People Execution Business Financials Decisions • Building right capabilities Transformed business • Future Ready Go-To- • 2026 marks a year of with Leadership changes model Market Capabilities acceleration for diabetes and focus Strategic transformation busine

  13. Slide 13: sanofi

    sanofi

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