Slides
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sanofi Sanofi India Limited Investors call Q2 / 26 5th August 2026
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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 variations of these expressions or negatives of these terms indicating future performance or results, financial or otherwise, which are forward looking statements. These forward looking statements are based on certain expectations, assumptions, anticipated developments and other factors which are not limited to, risk and uncertainties regarding fluctuations in earnings, market growth, competition and the pricing environment in the market, customer relationship and supply chain sources and those factors which may affect our ability to implement business strategies successfully, namely changes in regulatory environments, geo-political stability, costs etc. The Company, therefore, cannot guarantee that the forward-looking statements made herein shall be realized. The Company, based on changes as stated above, may alter, amend, modify or make necessary corrective changes in any manner to any such forward looking statement contained herein or make written. Disclaimer
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Presenters Rachid Ayari CFO India and Finance BP General Medicines Deepak Arora General Manager Pharma India and Country Lead
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4 4 Q2.26 Domestic results: Strong momentum further boosted by diabetes business ▪ Diabetes business continues to grow above market growth. Double Digit growth powered by innovative portfolio. ▪ Acceleration in public sector by 70% with opening of new accounts for Toujeo & Soliqua ▪ Continued RoI from partnerships with expanded footprint ▪ Continuous optimization of resources & Profit before tax 1.776 (54%) 1.423 (43%) 2025 2.031 (57%) 1.457 (41%) 2026 3.298 3.559 99 71 +8% Partnerships Other +14% 2% Insulins ₹ in Mio
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5 Where Scale Meets Innovation: Our Diabetes Value Proposition Tapping the potential of Public Sector • Entry in CARE Accounts with a growth of 70% with Innovative Portfolio in Diabetes • Digital Outreach (Tier II/III) ExtendInnovate Expanding RWE narrative & Indian datasets to strengthen Toujeo & Soliqua positioning. • LANDMARC RWE Study: Scientific evidence dissemination and KOL advocacy to address unmet need in India • Soliqua & Toujeo RWE publications • Preparing for Novel devices & AI platforms to strengthen PSP Own & Grow Own the Basal Market Leadership • Market leader: 47% MS by value • Volume acceleration:+6% • Preferred 2nd gen basal insulin (11% MS by value) • Market shaping to accelerate reach Leverage existing diabetes portfolio for sustainable & profitable growth Basal analog: Market Share • 58% by value • 61% by volume Source for market share: IQVIA MAT June 2026
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6 CSR - 2026 Update: Reaching out to build stronger communities Kids and Diabetes in Schools (KiDS) H1 ’26 Impact Mobile Medical Units (MMUs) 80,00+ students* 400+ schools 450+ teachers 80,000+ 400+ MoU signed with NHM, MP • KiDS (Piloted in Bhopal) • MMUs (Planned for H2) • Strengthening rare disease ecosystem KiDS KiDS KiDS MMUs 80,00+ treated 400+ screened 71,000+ diagnosed* 64,000+ 156,000+ * 5,000+ counselled for lifestyle modification & also referred to the PHC for further treatment 600,000+ direct beneficiaries to be reached in 2026 *Academic year begins in June
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Total income YTD June/2026 87 61 3.912 (94%) 151 (4%) Q2/25 4.162 (94%) 216 (5%) Q2/26 Sales Other op income Other income 4.150 4.439 +7% ₹ in Mio - Other op income: Mainly services - Other income: Mainly Interest on deposit & FX gain 120 8.893 (93%) 529 (6%) Q2/25 8.690 (94%) 410 (4%) 106 Q2/26 Sales Other op income Other income 9.542 9.206 -4% Total income Q2/2026 +6% -2% -22%+43%
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H1/2026:Almost flat Domestic Impacted by one off from 2025 1.776 (54%) 1.423 (43%) 2025 2.031 (57%) 1.457 (41%) 2026 3.298 3.559 99 71 +8% ₹ in MioOther: is mainly related to Consumer health business in 2024 3.559 3.788 2025 4.165 3.224 139 2026 7.651 7.528 304 -2% +17% -15% Net sales Q2/2026:+8% Strong quarter for domestic sales Diabetes Insulin Partnerships Other 614 603 2025 2026 -2% Export +14% 2% Export Sales 2024 2025 1.243 1.162 -7% Diabetes Insulin Partnerships Other Export Export Sales
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Operating expenses*| 2025-2026 Increase focus on financial discipline & optimization 578 526 449 446 Q2/25 Q2/26 Employees cost Other OPEX 1.027 972 -5% *:Depreciation & finance cost not included as there is no Major fluctuation ₹ in Mio 987 874 1.275 H1/25 1.050 H2/26 Employees cost Other OPEX 2.262 1.923 -15%
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Profit before tax & excep items | 2025-2026 Double digit Profitable growth % Net sales 941 Q2/25 Q2/26 Profit before tax & exceptional items 1.123 +19% 24% 27% % Net sales H1/25 H1/26 Profit before tax & exceptional items 2.594 2.502 -4% 29% 29% ₹ in Mio
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11 Continued progress and clear priorities People • Building right capabilities with Leadership changes and focus Execution Transformed business model Strategic transformation complete - focus on Insulin & winning partnership model for legacy brands • Future Ready Go-To- Market Capabilities Financials • 2026 marks a year of acceleration for diabetes business unit with 17% Gr in 1H’26 : modernized our business model supporting sustainable, profitable growth Business • AI Samvaad: AI readiness • Delivering results today: Strong execution driving growth and significant margin expansion through operational excellence • Positioned for tomorrow: Future-ready capabilities position SIL to capture India's high-growth diabetes opportunity • Customer Centric Approach • AI enabled initiatives • Innovative Customer Journey Orchestrations • Diabetes BU 17% Growth • Partnership stabilizing while headwinds in export business • Strong Q2 with19% Profit Before Tax driven by the business & OPEX efficiency through Decisions Priorities and focus