Sanofi Consumer Healthcare India Limited conducted its inaugural institutional investor meet on March 24, 2026, presenting a comprehensive overview of its business transformation and strategic roadmap following its demerger from Sanofi. The event, led by Managing Director Himanshu Bakshi and CFO Richard D'Souza, marked a significant milestone for the company as an independent entity.

Business Performance and Portfolio Strength

The company demonstrated strong financial performance with key metrics highlighting its market position:

Sanofi Consumer Healthcare's portfolio comprises market-leading brands across key therapeutic categories. Avil holds the number one volume position in its category, while Allegra ranks third by value. Combiflam maintains its position as the fifth-largest brand in the pain management category, and DePURA has secured a top-five position in the Vitamin D segment.

Strategic Transformation and Growth Vision

The management outlined a fundamental shift from traditional pharmaceutical operations to a fast-moving consumer health (FMCH) model. This transformation focuses on three core pillars: winning through brand equity, leveraging self-choice opportunities, and substantial brand building investments.

Bakshi emphasized the company's evolution: "We had a single minded objective, which was all about reigniting profitable growth because this was a vertical or division which had immense opportunity in the waiting."

Financial Performance Highlights

The company reported strong growth metrics for 2025:

Strategic Growth Initiatives

Sanofi Consumer Healthcare has identified three key levers for future growth:

Healthcare Professional Engagement

The company plans to double its doctor reach through face-to-face interactions in 2026, expanding beyond the current 350 medical representatives. Additionally, digital reach will extend to 50,000 HCPs, focusing on pediatricians, allergologists, chest physicians, and general practitioners.

Consumer Engagement and Digital Strategy

Significant investments in brand building and social media campaigns have commenced, with AI-enabled creative development and digital-first demand generation strategies. The company has initiated direct consumer communication for the first time, educating consumers about category differences and product benefits.

Market Access and Distribution

Direct retail coverage expansion by 2X is planned for 2026, with enhanced in-store visibility and multiple display points. The company is also developing e-commerce and modern trade channels, though these currently contribute single-digit percentages to overall business.

Innovation Pipeline and Product Development

The company continues evaluating strong propositions across existing categories, with Allegra D representing a recent successful launch. Management indicated ongoing discussions about incorporating additional products from the global Opella portfolio into the listed entity.

Organizational Development

Sanofi Consumer Healthcare has undergone significant organizational restructuring, building a performance-driven culture with KPI-focused evaluation systems. The company achieved recognition as one of the most preferred workplaces and increased women employee diversity by more than two times.

Market Opportunities and Category Potential

The management highlighted substantial growth opportunities in core categories:

• Allergy: 3 out of 10 people have suffered from allergies in the last six months
• Pain Management: 9 out of 10 people have experienced pain episodes
• Vitamin D: 7 out of 10 Indians are deficient in Vitamin D

With 53 million people accessing online health information and 1 in 4 consumers self-medicating, the company sees significant potential for category expansion and consumer education initiatives.

Operational Independence and Global Support

Bakshi emphasized the company's operational autonomy: "It is a very empowered country business. India is a key geography for investment. A lot of initiatives are India First now." The company maintains complete P&L ownership while benefiting from Opella's global scale, R&D capabilities, and technology resources. Nearly 100% of production occurs in India, ensuring supply chain independence.

The investor meet concluded with a Q&A session addressing various strategic and operational aspects, demonstrating management's commitment to transparency and stakeholder engagement as the company pursues its growth objectives in the Indian consumer healthcare market.

Sanofi Consumer Healthcare India Limited has made the video recording of its institutional investor meet available on the company website, following the successful SCHIL Institutional Investor Meet held on March 24, 2026, in Mumbai. The company has communicated this development to stock exchanges under SEBI Listing Regulations.

Video Recording Availability

The company has informed BSE Limited and National Stock Exchange of India Limited about the availability of the video recording pursuant to Regulation 30 of SEBI Listing Regulations. Company Secretary and Compliance Officer Nikunj Kumar Savaliya (Membership No.: F7048) signed the formal communication on March 26, 2026.

Meeting Execution and Presentation

The institutional investors meet was successfully conducted as a physical group interaction in Mumbai, as previously announced on March 19, 2026. The company shared a comprehensive presentation showcasing its business transformation journey, strategic roadmap, and performance metrics.

Business Performance Highlights

The presentation revealed strong financial performance with significant growth across key metrics. The company demonstrated robust operational improvements following its demerger and transformation into a focused consumer healthcare entity.

Strategic Focus Areas

The presentation outlined the company's three-pillar strategy focusing on scaling HCP initiation, consumer engagement, and improving access. The company highlighted significant market opportunities in its core categories of pain, allergy, and vitamin D segments.