Sanofi India Limited · NSE:SANOFI

Sanofi India — Q1 2024 Earnings Presentation

15 slides from Sanofi India's earnings presentation, May 16, 2024

1. Slide 1: Outcome of Investor / Analysts Call letter to exchanges

   16th May 2024 The Secretary The Secretary BSE Limited The National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor Dalal Street, Mumbai - 400 001 Plot No. C/1, G Block Scrip Code: 500674 Bandra-Kurla Complex, Bandra East Mumbai - 400 050 Symbol: SANOFI Sub: Outcom

2. Slide 2: Investor Update Q1'24 Presentation

   Investor Q1’24 Presentation Update May 16, 2024

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: A quick update on India for India pillars

   Internal A quick update on India for India pillars Diabetes Consumer Healthcare E2E Innovation GTM HCP reach expansion Double down on winning Fully leverage local Strengthen reach (Customer centric and brand: Allegra Innovation hybrid) Expand spectrum Deployment of trade Deeper consumer offering Loc

5. Slide 5: Delivering through careful choice of strategic partnerships for reach on EP

   Internal Delivering through careful choice of strategic partnerships for reach on EP • Depakote®, Valparin®, Frisium® , Stilnoct® , Vinlep® and • Cardace®, Clexane®, Targocid®, Lasix® and Lasilactone® Solian® • Other CV brands from Sanofi Pvt • Other CNS brands from Sanofi Pvt 4

6. Slide 6: New Product Launches are on Track

   Internal New Product Launches are on Track Allegra Nasal spray 2025 Oct 23 2024 Dec 23

7. Slide 7: Soliqua - Customers, Positioning and Key messaging

   Internal Soliqua - Customers, Positioning and Key messaging 2 Key patient segments  Endocrinologist and  OAD Uncontrolled specialist in Internal patients Medicine  Basal Intensification patients Soliqua relieves treatment burden & helps break the complexity of living with T2DM Reduced risk of Wei

8. Slide 8: Sanofi's India For India is a loud call ....

   Internal Sanofi’s India For India is a loud call …. 7

9. Slide 9: Key Highlights: Non comparable quarters Q1/24 Vs Q1/23

   Internal Key Highlights: Non comparable quarters Q1/24 Vs Q1/23  NLEM implementation in April 2023 still impacting the top-line performance in Q1/24 Vs last year. No price impact starting April 2024.  Strong Q1/23 export with +30% growth mainly volume and favorable FX  Other income Q1/23: increas

10. Slide 10: Retained domestic Sales and Profit Before excep. items & Tax Q1/24 Vs Q1/23

    Internal Retained domestic Sales and Profit Before excep. items & Tax Q1/24 Vs Q1/23 & Q1/23 ₹ in Cr. Retained= Excluding mainly Soframycin divestment Comparable= Excluding Lantus NLEM price decrease and exceptional items (Restructuring) +8% +3% +8% Comp 522 566 548 566 +14% -12% 215 5487 5655 246 1

11. Slide 11: Consistent Increase in Profit Before excep items & tax

    Internal ₹ in Cr. Consistent Increase in Profit Before excep items & tax both in terms of absolute value & % to sales Abs value Abs % 300 40% 36% 246 35% 250 31% 31% 32% 29% 215 210 30% 28% 28% 208 28% 26% 200 183 189 182 176 25% 166 150 20% 15% 100 10% 50 5% 0 0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2022 2023 2

12. Slide 12: CHC Sales and operating Profit Q1/24

    Internal CHC Sales and operating Profit Q1/24: Q1.24 Total Sales Q1.24 Operating Profit 37%-39% 30% 70% GEM CHC GEM CHC Disclaimer: - These are indicative and not audited - CHC numbers will be disclosed when SCHIL will be listed, and financial statements are audited

13. Slide 13: CHC – Transitioning towards establishing a strong FMCH company

    Internal CHC – Transitioning towards establishing a strong FMCH company Business plan growth levers Upsides beyond plans Accelerate growth Best in class digital / e-  Explore opportunities to commerce capabilities grow inorganically Build consumer centric mindset  Step up e-commerce  Direct To Co

14. Slide 14: Strong in market performance across brands in Q1'24

    Internal Strong in market performance across brands in Q1’24. CHC brands continue to gain share in spite of the market slowdown Category Allergy Physical Wellness Pain Care  Category growth +1%  Category growth +4%  Category growth +1% In Market  CHC Brand growth +9%  CHC Brand growth +20%  CH

15. Slide 15: Thank You

    sanofi Thank You

Sanofi India — Q1 2024 Earnings Presentation on 6ix