Sanofi Consumer Healthcare India Ltd (SANOFICONR)
🎯 Key Takeaways
- Sanofi Consumer Healthcare India Ltd is in a mature growth phase, leveraging strong brand equity and international product relaunches to drive export-led expansion, though recent 1Y returns are negative. Despite robust profitability metrics like ROE of 69.
- Revenue grew 2.8% QoQ to ₹236 in Q1FY27.
- ⚠️ 1) Heavy reliance on export markets, which surged 144% but may be volatile and sensitive to global demand and regulatory changes. 2) Product relaunche
- Market Cap
- ₹9,159
- P/E Ratio
- 34.4
- P/B Ratio
- 26.33
- ROE
- 76.5%
- ROCE
- 97.4%
- Debt/Equity
- 0.06
- Promoter
- 71.3%
📖 The Story
Sanofi Consumer Healthcare India Ltd is in a mature growth phase, leveraging strong brand equity and international product relaunches to drive export-led expansion, though recent 1Y returns are negative. Despite robust profitability metrics like ROE of 69.3% and ROCE of 93.5%, the stock has underperformed over the past year, suggesting market skepticism about near-term growth sustainability amid sectoral and macroeconomic headwinds.
📰 What's Happening
In Q1 2026, the company reported a 33% YoY revenue surge to ₹2,292 MN and 36% net profit growth to ₹678 MN, driven by 15.5% domestic sales growth and a 144% export surge following product relaunches. Shareholders approved the audited FY2025 financials, a final dividend of ₹75 per share, and reappointed Stanislas Camart as Director. Price Waterhouse & Co was ratified as statutory auditor for a five-year term starting 2026, replacing Kalyaniwalla & Mistry. The AGM on 26 June 2026 saw all resolutions passed with no dissenting votes, supported by e-voting participation from over 48,000 shareholders.
Source: Stock Announcements
📊 Quarterly Results (₹ Cr)
| Metric | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Revenue | 234 | 251 | 229 | 236 |
| Operating Profit | 82 | 86 | 86 | 86 |
| OPM % | 34.9% | 34.4% | 37.4% | 36.5% |
| Net Profit | 63 | 67 | 68 | 69 |
| EPS | ₹27.31 | ₹28.87 | ₹29.44 | ₹29.87 |
Revenue has shown sequential improvement from ₹234 MN in September 2025 to ₹251 MN in December 2025, followed by a moderation to ₹229 MN in March 2026 and ₹236 MN in June 2026, indicating stabilization after a peak. Operating margins remain stable around 35-37%, while net profit and EPS have risen steadily from ₹63 MN and ₹27.31 in September 2025 to ₹69 MN and ₹29.87 in June 2026, reflecting consistent profitability despite base effects from prior highs.
🔮 Management Outlook & What's Next
Management has not provided explicit forward guidance in the reviewed filings beyond operational performance highlights, but the consistent approval of financial results, dividend declarations, and auditor appointments signals confidence in ongoing stability. The export surge of 144% and product relaunches suggest a strategic focus on international markets as a growth lever, though no formal long-term targets were disclosed in the available regulatory communications.
Extracted from official company announcements. Not StockFin.ai's opinion.
🏦 Balance Sheet (₹ Cr)
| Item | Mar 2025 | Mar 2026 | Mar 2026 | Mar 2027 |
|---|---|---|---|---|
| Equity Capital | 23 | 23 | 23 | 23 |
| Reserves | 250 | 361 | 234 | 325 |
| Borrowings | 20 | 0 | 28 | 21 |
| Total Liabilities | 431 | 547 | 422 | 706 |
| Fixed Assets | 27 | 36 | 41 | 30 |
| Investments | 0 | 0 | 0 | 0 |
| Total Assets | 431 | 547 | 422 | 706 |
The balance sheet shows a strong equity base of ₹23 Cr with growing reserves (₹325 Cr as of March 2027) and minimal debt (₹21 Cr in March 2027), indicating a conservative capital structure. Borrowings remain negligible, and total assets have grown from ₹422 Cr to ₹706 Cr over two years, reflecting asset accumulation without leverage, supporting financial resilience and flexibility in capital allocation.
💰 Cash Flow Statement (₹ Cr)
| Item | Mar 2026 |
|---|---|
| Operating | +175 |
| Investing | +8 |
| Financing | -135 |
| Net Cash Flow | +48 |
👥 Shareholding Pattern
| Category | Q2FY26 | Q3FY26 | Q4FY26 | Q1FY27 |
|---|---|---|---|---|
| Promoters | 71.3% | 71.3% | 71.3% | 71.3% |
| FII | 2.9% | 2.8% | 2.8% | 2.6% |
| DII | 17.2% | 17.3% | 17.6% | 17.9% |
| Public | 6.3% | 6.3% | 6.3% | 6.2% |
| # Shareholders | 48,808 | 48,075 | 48,418 | 47,511 |
Promoter holding remains stable at 71.27% over the past year, suggesting confidence from the controlling stakeholder. FII and DII holdings have slightly declined from 2.94% and 17.21% in Q2FY26 to 2.6% and 17.86% in Q1FY27, though the increase in retail shareholders (47,511) indicates broadening retail interest. No pledging or significant dilution is evident, and the shareholder base remains stable with no signs of large-scale exits.
⚖️ Peer Comparison — Pharmaceuticals
| Company | MCap (₹ Cr) | P/E | ROCE | ROE | D/E |
|---|---|---|---|---|---|
| SUNPHARMA | 4.41 L Cr | 36.5 | 18.7% | — | 0.05 |
| DIVISLAB | 2.53 L Cr | 86.5 | 23.0% | — | 0.00 |
| TORNTPHARM | 1.85 L Cr | 77.7 | 15.1% | — | 1.76 |
| ZYDUSLIFE | 1.21 L Cr | 27.0 | 16.8% | — | 0.43 |
| CIPLA | 1.12 L Cr | 33.3 | 13.2% | — | 0.01 |
| LAURUSLABS | 1.09 L Cr | 99.3 | 20.8% | — | 0.45 |
| DRREDDY | 1.02 L Cr | 31.6 | 10.1% | — | 0.17 |
| MANKIND | 1.01 L Cr | 49.3 | 13.9% | — | 0.38 |
| AUROPHARMA | 97,814 | 26.6 | 12.8% | — | 0.20 |
| LUPIN | 94,274 | 16.6 | 27.9% | — | 0.26 |
🔗 Peer Stock Analyses
⚠️ Risk Factors
1) Heavy reliance on export markets, which surged 144% but may be volatile and sensitive to global demand and regulatory changes. 2) Product relaunches drove growth but may not be sustainable without continuous innovation or regulatory approvals. 3) High ROE and ROCE are impressive but may attract scrutiny if profitability plateaus amid pricing pressures or input cost volatility. 4) Narrow product portfolio concentrated in consumer healthcare segments could limit diversification against therapeutic or regulatory shifts.
📋 Recent Filings
- Announcement2026-09-28Sanofi Consumer Healthcare India announced that its trading window will close on October 1, 2026, to facilitate the release of unaudited standalone fi…
- share transfer2026-07-09Sanofi Consumer Healthcare India Limited disclosed a SEBI-mandated certificate from its share transfer agent MUFG Intime India Private Limited confirm…
- 🟡 Board Meeting2026-06-29The 3rd Annual General Meeting of Sanofi Consumer Healthcare India Limited was held on 26 June 2026, where shareholders approved the adoption of audit…
- 🟡 Board Meeting2026-06-29Sanofi Consumer Healthcare India announced that shareholders approved Price Waterhouse & Co Chartered Accountants LLP as the new statutory auditor at …
- Financial Results2026-06-26Sanofi Consumer Healthcare India Limited announced that its trading window will close on 1 July 2026 for the declaration of unaudited standalone finan…
- 🟡 Board Meeting2026-06-26Sanofi Consumer Healthcare India held its 3rd Annual General Meeting on 26 June 2026 via video conference, approving the 2025 audited standalone finan…
- 🔴 Financial Results2026-06-04Sanofi Consumer Healthcare India Limited announced its 3rd Annual General Meeting on 26 June 2026 at 3:00 PM IST via video conferencing, where shareho…
- Announcement2026-04-30Sanofi Consumer Healthcare India announced the resignation of statutory auditor Kalyaniwalla & Mistry LLP effective April 30, 2026, citing commercial …
- 🔴 Financial Results2026-04-30Sanofi Consumer Healthcare India Limited reported Q1 2026 revenue of **₹2,292 MN**, up 33% year-on-year, with net profit at **₹678 MN**, reflecting a …
- 🟡 Board Meeting2026-04-28The Board of Directors of Sanofi Consumer Healthcare India Limited approved the unaudited financial results for the quarter ended March 31, 2026 durin…
🧠 Analyst's Read
The company demonstrates financial resilience and operational consistency with strong margins and shareholder-friendly policies, but growth appears to be front-loaded from one-time export gains and product relaunches. Investors should monitor future export performance, domestic demand trends, and any signs of margin compression or competitive pressure in the consumer healthcare space.
Based on filing content and financial data. Not a recommendation.
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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-09-30.
Editorial & Data Transparency Notice
This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.
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