Event Type: Investor/Analysts Call for update on Unaudited Financial Results for the quarter and half year ended 30th June 2026
Date and Time: The call was scheduled as per previous intimation dated 23rd July 2026 (specific time not provided in this document)
Purpose: Discussion of quarterly results and business update
Timing Relative to Earnings: The meeting is scheduled after earnings announcement, as it references the financial results for Q2/H1 2026
Management Participants: Deepak Arora (General Manager Pharma India and Country Lead), Rachid Ayari (CFO India and Finance BP General Medicines)
Materials Availability: The presentation is available on the company's website at https://www.sanofi.com/en/india/investors/investor-information/analyst-investor-meet and has been submitted to stock exchanges
UPSI Statement: The document includes a standard forward-looking statements disclaimer but does not explicitly state that no unpublished price sensitive information will be shared
Financial Highlights
Financial Period: Quarter and half year ended 30th June 2026 (Q2 2026)
Q2 2026 Domestic Sales Growth: +8% year-over-year
H1 2026 Diabetes Business Unit Growth: +17% growth
Total Income Q2 2026: ₹4.439 billion (compared to ₹4.150 billion in Q2 2025, +7% growth)
Profit Before Tax: Showing double-digit growth with strong Q2 performance of 19% profit before tax
Other Operating Income: Mainly from services
Other Income: Mainly interest on deposit and foreign exchange gain
Business Performance Highlights
Diabetes Business: Continues to grow above market growth with double-digit growth powered by innovative portfolio
Market Leadership: 47% market share by value in basal market, 58% by value in basal analog market, 61% by volume in basal analog market
Public Sector Acceleration: 70% growth with opening of new accounts for Toujeo & Soliqua
Strategic Transformation: Completion of strategic transformation focusing on Insulin and winning partnership model for legacy brands
Operational Efficiency: Continuous optimization of resources and operational excellence driving margin expansion
Strategic Initiatives
AI Integration: AI Samvaad for AI readiness, AI-enabled initiatives for innovative customer journey
RWE Development: Expanding real-world evidence narrative with LANDMARC RWE Study and Soliqua & Toujeo RWE publications
Digital Outreach: Expanded digital outreach in Tier II/III cities
Future Preparedness: Preparing for novel devices and AI platforms to strengthen patient support programs
CSR Initiatives 2026 Update
Kids and Diabetes in Schools (KiDS): 80,000+ students, 400+ schools, 450+ teachers impacted in H1 2026
MoU with NHM, MP: KiDS piloted in Bhopal, Mobile Medical Units planned for H2, strengthening rare disease ecosystem
Mobile Medical Units: 5,000+ counselled for lifestyle modification and referred to PHC for further treatment
Additional Notes
Attachment: Presentation deck was enclosed with the regulatory filing
Regulatory Compliance: Filed pursuant to Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
