Sanofi India Limited · NSE:SANOFI
Sanofi India — Q3 2025 Earnings Presentation
12 slides from Sanofi India's earnings presentation, Oct 29, 2025
Slide 1: Exchange filing cover letter: Investor / Analysts Call presentation
29th October 2025 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: In
Slide 2: Sanofi India Limited Investors call Q3/25
Sanofi India Limited Investors call Q3/25 Oct ob e r 29 th 20 25
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
Slide 4: Presenters
Presenters Eric Mansion Rachid Ayari Deepak Arora GM Pharma and Non Executive Whole Time Director and Chief Managing Director Director Financial Officer
Slide 5: Sanofi India Limited: 2025 pivotal transformation
Sanofi India Limited 2025 marks a pivotal transformation for Sanofi India Limited. We have fundamentally modernized our business model to position ourselves for sustainable, profitable growth Business Model Transformation Partnership model Financial Performance Domestic sales +3% YTD | New organizat
Slide 6: Transforming Diabetes Business for Sustainable & Profitable Growth
Transforming Diabetes Business for Sustainable & Profitable Growth 1 2 3 Win with Portfolio Future Ready Go-To- Market Expansion (Basal and Premix) Market Capabilities Volume acceleration Continue Raising Awareness Customer Centric Approach Preferred 2nd gen basal Digital Outreach (Tier II/III) AI e
Slide 7: Launch success of Soliqua fueled by…
Launch success of Soliqua* fueled by… Strong positioning & maximized reach Backed by new clinical evidence * Insulin glargine & lixisenatide injection
Slide 8: Net sales Q3/2025 and YTD Sep/2025
Net sales YTD Sep/2025 Net sales Q3/2025 ₹ in Mio Domestic Sales Domestic Sales +2% +3% 3.9 73 3.9 0 1 11.6 24 11.232 +5% 1.8 22 1.9 12 5.355 5.571 +4% (4 8 %) (4 8 %) Export Sales Export Sales - 35% +5% - 45% +2% 5.575 5.712 2.738 1.9 19 2.0 16 981 (50 %) (4 9 %) 1.78 6 54 4 1.78 6 34 1 (10 0 %) 16
Slide 9: Operating expenses 2024-2025
Operating expenses| 2024-2025 Significant quarter-over-quarter improvement -30% 1.443 1.468 1.253 1.267 1.235 567 538 1.027 1.013 602 538 Employees cost 695 449 419 876 930 665 697 Other OPEX 558 578 594 Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 % Net sales 26% 30% 30% 31% 25% 26% 22%
Slide 10: PBT by quarter and PBT YTD 2024-2025
PBT by quarter| 2024-2025 +15% 1.654 1.312 1.297 1.112 1.126 1.141 941 Profit before tax & exceptional items Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 % Net sales 23% 29% PBT YTD| 2024-2025 4.691 +10% 3.890 3.549 2.423 2.594 1.654 1.312 Profit before tax & exceptional items YTD YTD YTD YTD Dec/24 YT
Slide 11: Transformed Business Model Delivering Results Today
Sanofi India Limited Pivotal transformation to position ourselves for sustainable, profitable growth Transformed Business Model Delivering Results Today Positioned for Tomorrow Strategic transformation complete - Strong execution driving growth Future-ready capabilities position focus on Insulin & w
Slide 12: Thank you
Thank you