Sanofi India Limited announced its financial results for the quarter and year ended December 31, 2025. The company highlighted a pivotal business transformation focusing on a modernized model for sustainable growth. Full-year Profit Before Tax saw a +1% increase, driven by efficiency gains, despite domestic sales remaining Flat for 2025. The company also detailed strategic progress in its Diabetes business and R&D pipeline advancements.
Overview of 2025 Transformation
Sanofi India Limited marked 2025 as a pivotal year, fundamentally modernizing its business model to achieve sustainable, profitable growth. This transformation encompasses three key areas:
- Business Model Transformation: A new organization focused on growing the Insulin franchise utilizing customer-centric, digitally, and AI-empowered capabilities.
- Partnership Model: Strategy focused on growing the legacy portfolio in CV (Cardiovascular), CNS (Central Nervous System), and OAD (Oral Anti-diabetes).
- Financial Performance: Domestic sales remained Flat for 2025, while FY Profit Before Tax grew by +1%, attributed to business and OPEX efficiency. The partnership model performed as expected, supporting Diabetes Franchise momentum.
Delivering Results Today
The company reported strong execution driving growth and significant margin expansion through operational excellence. Financial highlights for the relevant periods are:
Total Income (₹ in Mio)
For the Full Year ended December 2025 (YTD Dec/25):
- Total Income declined by -9%, reaching 18,571 (down from 20,297 in FY/24).
- Sales represented 93% of total income, recording 17,358 (a -7% decline).
- Other operating income dropped significantly by -28% to 1,016.
For Q4/25:
- Total Income fell by -19% to 4,226 (down from 5,208 in Q4/24).
- Sales accounted for 93% of the total, reaching 3,948 (a -17% decline).
Net Sales Breakdown (₹ in Mio)
Year-to-Date December 2025:
- Domestic Sales grew by +1% to 15,115.
- Diabetes/Insulin sales increased by +6% to 7,293.
- Export Sales saw a major decline of -40%, reaching 2,244.
Quarter 4/25:
- Domestic Sales decreased by -7% to 3,490.
- Partnerships sales dropped by -13% to 1,531.
- Export Sales fell sharply by -54% to 458.
Profitability and Expenses
Operating expenses saw a substantial 17% reduction in both the quarter and the full year compared to 2024. This efficiency helped manage profitability.
- Profit Before Tax & Exceptional Items (YTD Dec): Increased by +1% to 4,720, improving the margin from 25% of Net Sales in YTD Dec/24 to 27% in YTD Dec/25.
- Profit Before Tax & Exceptional Items (Q4): Declined by -27% to 830, resulting in a margin of 21% of Net Sales (down from 24% in Q4/24).
Dividends and CSR Update
The company proposed a dividend per share of ₹123 for 2025, marking a +5% increase versus 2024. This reflects an 87% payout ratio on Earning Per Share (EPS) of ₹142 for the year.
The CSR Initiatives Update for 2025 focused on community building, including:
- Kids & Diabetes in Schools: Reaching over 232,000+ students across 1,200+ schools.
- Mobile Medical Units: Conducting over 6,000+ camps, impacting 332,000+ beneficiaries.
- Volunteering Week: Involving approximately 750 volunteering hours across 10+ cities.
Diabetes Business Transformation and Pipeline
The strategy for transforming the Diabetes business focuses on winning with the portfolio (Basal and Premix), market expansion, and future-ready capabilities.
Key product achievements include:
- LANTUS: Maintaining market leadership with 31% MS and volume acceleration of +6%.
- Toujeo: Registered DD Growth in Q4 & FY 2025, accelerating in the Public sector.
- SOLIQUA: Gained access on CARE accounts, maximizing the growth of GLP-1’s and Public Sector Access.
The R&D pipeline continues development in Type 1 diabetes, including Teplizumab (CD3 mAb) and Brivekimig, alongside the study of Novel Pens and Digital Solutions.
Positioned for Tomorrow
Sanofi India is now positioned for tomorrow through future-ready capabilities that aim to capture India’s high-growth diabetes opportunity, building on the strategic transformation completed for both Insulin focus and the partnership model for legacy brands.
Source: BSE
