Sanofi India Limited , a prominent player in the pharmaceutical sector, has released its financial results for the third quarter ended September 30. The company demonstrated mixed performance, with improved profitability margins despite a decline in revenue and net profit.

Financial Highlights

Key Takeaways

1. Revenue Decline: Sanofi India experienced a year-over-year decrease in revenue from ₹524.00 crore to ₹475.40 crore, representing a decline of 9.30%.

2. Improved EBITDA: Despite the revenue drop, the company's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) increased from ₹120.00 crore to ₹134.00 crore, showing a growth of 11.67%.

3. EBITDA Margin Expansion: The EBITDA margin saw a significant improvement, rising from 23.00% to 28.00%, indicating enhanced operational efficiency.

4. Net Profit Decrease: The company's net profit declined from ₹82.00 crore to ₹76.00 crore, a decrease of 7.32% compared to the same quarter last year.

Corporate Actions and Strategy

1. Interim Dividend: The Board declared an interim dividend of ₹75 per equity share. The record date for this dividend is set for November 7.

2. Portfolio Streamlining: Sanofi India is focusing on streamlining its portfolio to concentrate on core therapeutic areas, including diabetes and cardiovascular treatments.

3. Cost Efficiency: The company's improved EBITDA and operating margin are attributed to cost efficiency measures and a favorable product mix.

Market Performance

Following the results announcement, Sanofi India's shares remained largely unchanged at ₹4,747.00. The stock has gained 22% year-to-date, indicating overall positive investor sentiment despite the mixed quarterly results.

The mixed results reflect the challenging environment in which Sanofi India operates. While the company has managed to improve its operational efficiency, as evidenced by the higher EBITDA and margin, the decline in revenue and net profit indicates ongoing market pressures.

Investors and stakeholders will likely be watching closely to see how Sanofi India's strategic moves, such as portfolio streamlining and cost efficiency measures, will impact its performance in the coming quarters. The company's ability to maintain its improved margins while addressing the revenue decline will be crucial for its future financial health.

Sanofi India Limited (SIL) has announced significant changes in its top management, with the appointment of Deepak Arora as the new Managing Director and the stepping down of Rachid Ayari from his interim role.

New Leadership at the Helm

The Board of Directors of Sanofi India, upon the recommendation of the Nomination and Remuneration Committee, has approved the appointment of Deepak Arora as an Additional Director and Managing Director of the company. This appointment, effective from October 27, 2025, is subject to shareholder and Central Government approval. Arora's term as Managing Director is set for three years.

Deepak Arora: A Seasoned Pharmaceutical Executive

Deepak Arora brings over three decades of pharmaceutical and healthcare experience to his new role at Sanofi India. His career spans across various geographies including North America, Europe, Middle East, and Africa, where he has held leadership positions in commercial, sales, marketing, and general management roles.

Key Responsibilities

In his new position, Arora will be tasked with:

• Defining and driving the strategic vision for Sanofi in India
• Spearheading strategic priorities to boost innovation and agility
• Fostering operational excellence across all functions
• Championing the company's Diversity, Equity, and Inclusion culture

Management Transition

Simultaneously, Rachid Ayari has stepped down from his position as Interim Managing Director, effective October 26, 2025. Ayari, who was appointed to the interim role on July 21, 2025, for a six-month term or until a permanent Managing Director was appointed, will continue to serve as Whole-time Director and Chief Financial Officer of Sanofi India.

Board Authorization

The Board has also authorized Deepak Arora to determine the materiality of events and make stock exchange disclosures, alongside other Key Managerial Personnel.

Leadership's Perspective

Aditya Narayan, Chairman of the Board at Sanofi India Limited, expressed confidence in the new appointment, stating, "We are confident that under his leadership, Sanofi will continue to thrive and innovate. We extend our wholehearted support and best wishes as he embarks on this significant journey."

This management change marks a new chapter for Sanofi India as it continues its mission to promote health and chase the miracles of science to improve people's lives across the entire health spectrum in India.