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Top Equity Holdings by AMC
Interview with Fund Managers Back
26 Feb 2026 10:36
Sanofi India
OP down 23.67%
On standalone basis

Quarter ended December 2025 compared with Quarter ended December 2024.

Net sales (including other operating income) of Sanofi India has declined 18.47% to Rs 419.80 crore.  Operating profit margin has declined from 22.98% to 21.51%, leading to 23.67% decline in operating profit to Rs 90.30 crore.  Raw material cost as a % of total sales (net of stock adjustments) decreased from 16.94% to 14.13%.   Purchase of finished goods cost fell from 39.34% to 31.80%.   Employee cost increased from 8.87% to 11.42%.   Other expenses rose from 15.34% to 19.59%.   

Other income fell 52.54% to Rs 2.8 crore.  PBIDT fell 25.04% to Rs 93.1 crore.  Provision for interest up 50% to Rs 0.6 crore.  Loan funds declined from Rs 19.30 crore as of 31 December 2024 to Rs 17.80 crore as of 31 December 2025.  Inventories declined from Rs 499.80 crore as of 31 December 2024 to Rs 311.60 crore as of 31 December 2025.  Sundry debtors were lower at Rs 176.70 crore as of 31 December 2025 compared to Rs 230.00 crore as of 31 December 2024.  Cash and bank balance declined from Rs 294.80 crore as of 31 December 2024 to Rs 274.90 crore as of 31 December 2025.  

PBDT fell 25.28% to Rs 92.5 crore.  Provision for depreciation down 1.04% to Rs 9.5 crore.  Fixed assets declined from Rs 329.30 crore as of 31 December 2024 to Rs 315.00 crore as of 31 December 2025.  Intangible assets declined from Rs 1.30 crore to Rs 0.70 crore.  

Profit before tax down 27.32% to Rs 83.00 crore.  Provision for tax was expense of Rs 21.3 crore, compared to Rs 30.9 crore.  Effective tax rate was 25.66% compared to 25.29%.

Profit after tax fell 32.42% to Rs 61.70 crore.  

Equity capital stood at Rs 23.00 crore as of 31 December 2025 to Rs 23.00 crore as of 31 December 2024.  Per share face Value remained same at Rs 10.00.  

Promoters’ stake was 60.40% as of 31 December 2025 ,compared to 60.40% as of 31 December 2024 .  

Full year results analysis

Net sales (including other operating income) of Sanofi India has declined 8.73% to Rs 1,837.40 crore.  Operating profit margin has jumped from 24.38% to 26.74%, leading to 0.10% rise in operating profit to Rs 491.30 crore.  Raw material cost as a % of total sales (net of stock adjustments) decreased from 18.17% to 14.49%.   Purchase of finished goods cost rose from 28.89% to 30.22%.   Employee cost decreased from 12.30% to 10.90%.   Other expenses fell from 15.51% to 15.50%.   

Other income up 19.39% to Rs 19.7 crore.  PBIDT rose 0.73% to Rs 511 crore.  Provision for interest up 13.33% to Rs 1.7 crore.  Loan funds declined from Rs 19.30 crore as of 31 December 2024 to Rs 17.80 crore as of 31 December 2025.  Inventories declined from Rs 499.80 crore as of 31 December 2024 to Rs 311.60 crore as of 31 December 2025.  Sundry debtors were lower at Rs 176.70 crore as of 31 December 2025 compared to Rs 230.00 crore as of 31 December 2024.  Cash and bank balance declined from Rs 294.80 crore as of 31 December 2024 to Rs 274.90 crore as of 31 December 2025.  

PBDT rose 0.69% to Rs 509.3 crore.  Provision for depreciation rose 1.63% to Rs 37.3 crore.  Fixed assets declined from Rs 329.30 crore as of 31 December 2024 to Rs 315.00 crore as of 31 December 2025.  Intangible assets declined from Rs 1.30 crore to Rs 0.70 crore.  

Profit before tax grew 0.62% to Rs 472.00 crore.  Extraordinary items were increased to Rs -27.30 crore.  Provision for tax was expense of Rs 118 crore, compared to Rs 117.7 crore.  Effective tax rate was 26.53% compared to 27.28%.

Profit after tax rose 4.14% to Rs 326.70 crore.  

Equity capital stood at Rs 23.00 crore as of 31 December 2025 to Rs 23.00 crore as of 31 December 2024.  Per share face Value remained same at Rs 10.00.  

Promoters’ stake was 60.40% as of 31 December 2025 ,compared to 60.40% as of 31 December 2024 .  

Cash flow from operating activities decreased to Rs 438.30 crore for year ended December 2025 from Rs 461.70 crore for year ended December 2024.  Cash flow used in acquiring fixed assets during the year ended December 2025 stood at Rs 25.70 crore, compared to Rs 36.40 crore during the year ended December 2024.  

Other Highlights

The board recommended a final dividend of Rs 48 per equity share of the face value of Rs 10 each for the Financial Year ended 31st December 2025, subject to the approval of Shareholders at the ensuing 70th Annual General Meeting. The final dividend is in addition to the interim dividend of Rs 75 per equity share of the face value of Rs 10 each declared on 29th October 2025. The total dividend for the year 2025 will be Rs 123 per equity share of the face value of Rs 10 each.


Sanofi India : Standalone Results
Quarter endedYear ended
Particulars202512202412Var.(%)202512202412Var.(%)
Net Sales (including other operating income)419.80514.90-18.471,837.402,013.20-8.73
OPM (%)21.5122.98-147 bps26.7424.38236 bps
OP90.30118.30-23.67491.30490.800.10
Other Inc.2.805.90-52.5419.7016.5019.39
PBIDT93.10124.20-25.04511.00507.300.73
Interest0.60.450.001.71.513.33
PBDT92.50123.80-25.28509.30505.800.69
Depreciation9.59.6-1.0437.336.71.63
PBT83.00114.20-27.32472469.10.62
PBT before EO83114.2-27.32472469.10.62
EO Income08--27.3-37.727.59
PBT after EO83122.2-32.08444.7431.43.08
Taxation21.330.9-31.07118117.70.25
PAT61.791.3-32.42326.7313.74.14
P/(L) from discontinued operations net of tax00-099.8-
Net profit after discontinued operations61.791.3-32.42326.7413.5-20.99
EPS (Rs)*26.7937.05-27.68150.57148.121.66
* EPS is on current equity of Rs 23.03 crore, Face value of Rs 10, Excluding extraordinary items.
# EPS is not annualised
bps : Basis points
EO : Extraordinary items
Figures in Rs crore
Source: Capitaline Corporate Database


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