SANOFICONR - Sanofi Consumer
Financial Performance
Revenue Growth by Segment
The company operates in a single business segment, 'Pharmaceutical Business'. For Q3 2025, revenue was INR 233.9 Cr, representing a 46% YoY growth. For the nine months ended September 2025, revenue reached INR 627.4 Cr, up 13% YoY.
Geographic Revenue Split
In Q3 2025, Domestic sales grew by 20% YoY, while Export sales grew by 1031% YoY on a low base. For the nine-month period, Domestic sales grew by 1% and Export sales grew by 96% YoY.
Profitability Margins
For CY 2024, the Operating Profit Margin was 35% (down from 39% in 2023) and the Net Profit Margin was 25% (down from 30% in 2023). Q3 2025 Net Profit was INR 62.9 Cr, a 40% increase YoY.
EBITDA Margin
In CY 2024, the company achieved an EBITDA of INR 255.2 Cr with an EBITDA margin of 35%. Core profitability remains strong despite a slight margin compression compared to the restated 2023 figures.
Capital Expenditure
Not disclosed in available documents.
Credit Rating & Borrowing
Not disclosed in available documents; however, the company reported a Debt-Equity ratio of 'NA', indicating a debt-free balance sheet.
Operational Drivers
Raw Materials
Not disclosed in available documents.
Import Sources
Not disclosed in available documents.
Key Suppliers
Not disclosed in available documents.
Capacity Expansion
Not disclosed in available documents.
Raw Material Costs
Not disclosed in available documents.
Manufacturing Efficiency
Not disclosed in available documents.
Logistics & Distribution
Not disclosed in available documents.
Strategic Growth
Expected Growth Rate
13%
Growth Strategy
Growth is driven by the 'India for India' strategy, leveraging global Opella expertise to implement local Consumer Healthcare (CHC) strategies. Key drivers include the successful re-establishment of voluntarily recalled products and active engagement with regulators to shape OTC regulations in India. The transition to a standalone entity under CD&R ownership (50% stake) aims to enhance local agility and decision-making.
Products & Services
Consumer healthcare and pharmaceutical products (OTC medicines).
Brand Portfolio
Not disclosed in available documents.
New Products/Services
The company focused on re-establishing voluntarily recalled products within the year, which have successfully regained market presence.
Market Expansion
Focus on the Indian domestic market, which saw 20% growth in Q3 2025, and expanding export reach from a low base.
Market Share & Ranking
Not disclosed in available documents.
Strategic Alliances
The company demerged from Sanofi India Limited in June 2024. Globally, Sanofi sold a 50% controlling stake in the parent Opella group to Clayton, Dubilier & Rice (CD&R) in April 2025.
External Factors
Industry Trends
The Indian consumer healthcare sector is shifting toward standalone specialized entities. Regulatory evolution in OTC frameworks is a key trend, with the company actively participating in shaping these norms to increase self-care accessibility and market reach.
Competitive Landscape
Not disclosed in available documents.
Competitive Moat
The moat is derived from global science-based self-care expertise via the Opella group and a resilient brand portfolio that successfully recovered from product recalls. The 'India for India' strategy provides local agility while maintaining global quality standards.
Macro Economic Sensitivity
Not disclosed in available documents.
Consumer Behavior
Increasing consumer demand for simpler, more accessible, and more effective self-care solutions.
Geopolitical Risks
Not disclosed in available documents.
Regulatory & Governance
Industry Regulations
The company is actively engaged with regulatory authorities to help shape Over-the-Counter (OTC) regulations in India, which is critical for its standalone consumer healthcare strategy.
Environmental Compliance
Not disclosed in available documents.
Taxation Policy Impact
Not disclosed in available documents.
Legal Contingencies
No material fines, penalties, or settlement amounts were paid to regulators or law enforcement agencies in CY 2024.
Risk Analysis
Key Uncertainties
Key risks include regulatory shifts in OTC drug classifications and potential product quality issues or recalls, which can disrupt market presence for up to a year.
Geographic Concentration Risk
Primarily concentrated in India, with domestic sales being the dominant revenue driver despite high percentage growth in exports.
Third Party Dependencies
Dependency on value chain partners for manufacturing and distribution, managed through rigorous HSE and CSR assessments.
Technology Obsolescence Risk
Not disclosed in available documents.
Credit & Counterparty Risk
High debtors turnover ratio of 31.99 indicates strong receivables quality and efficient collection processes.