Sanofi

Sanofi India has issued a postal ballot notice seeking member approval for appointing Deepak Arora as Director and Managing Director for a 3-year term from October 27, 2025 to October 26, 2028. The appointment requires Central Government approval as Arora has not been residing in India for the required 12 months prior to appointment, with e-voting scheduled from November 18 to December 17, 2025.

Sanofi Consumer Healthcare India delivered robust Q2 performance with net profit rising to 629 million rupees from 450 million rupees in the same period last year. Revenue grew significantly to 2.3 billion rupees compared to 1.6 billion rupees year-over-year. EBITDA increased to 850 million rupees from 631 million rupees, though EBITDA margin declined to 36.34% from 39.46% in the previous year.

Sanofi India Limited held an investor conference call on October 29, 2025, to discuss quarterly results ended September 30, 2025. The company has transformed its business model to strengthen leadership in the insulin market and achieve sustainable growth. Key highlights include: accelerated growth in Q3 despite structural changes, with diabetes insulin business showing 4% YTD growth and 5% quarter-to-quarter growth. The company successfully developed partnership models for legacy cardiovascular, central nervous system, and oral anti-diabetic portfolios. Significant OPEX optimization was achieved with 30% reduction in personnel costs and other expenses compared to last quarter, improving the ratio to 22%. Export revenues declined due to expected impact from Ankleshwar site divestment to Zentiva in 2020, though this had limited bottom-line impact as exports represent only 8% of total profit. The Board declared an interim dividend of INR 75 per share. Management emphasized focus on three strategic pillars: portfolio approach with innovative products like Toujeo and Soliqua, market expansion initiatives including public sector opportunities, and customer-centricity powered by AI capabilities. The company is leveraging artificial intelligence across operations for forecasting, marketing tools, and sales force optimization.