The pharmaceutical company posted a net profit of ₹83.5 crore for the quarter, up 20.1% from ₹69.5 crore in the corresponding period last year.
Revenue from operations rose 7.7% year-on-year to ₹437.7 crore, compared with ₹406.3 crore a year earlier.
Operating performance improved at a faster pace than revenue. EBITDA, or earnings before interest, tax, depreciation and amortisation—a measure of a company’s core operating profitability—grew 21.5% to ₹115.3 crore from ₹94.9 crore in the year-ago quarter.
As a result, the company’s EBITDA margin expanded to 26.3% from 23.4%, indicating that Sanofi generated more operating profit from every rupee of revenue than it did a year earlier.
Profit grows faster than sales
One of the standout features of the June-quarter performance was the gap between revenue growth and profit growth.
While sales increased by nearly 8%, net profit climbed 20% and operating profit grew by more than 21%. This suggests the company improved its operating efficiency, allowing a larger share of revenue to flow through to profits.
For investors, margin expansion is an important indicator because it reflects better cost management and stronger profitability rather than growth driven solely by higher sales.
Diabetes portfolio remains the biggest growth engine
Sanofi said its diabetes business continued to be the primary driver of growth during the quarter.
The company’s insulin portfolio recorded 14% growth for the second consecutive quarter, led by brands including Lantus, Toujeo and Apidra, while Soliqua continued to gain traction.
The company also retained its leadership position in the basal insulin analogue segment, with a 58% value market share and 61% volume market share, highlighting its strong competitive position in one of India’s fastest-growing chronic therapy areas.
The diabetes market has become increasingly important for pharmaceutical companies as India continues to witness a rising burden of diabetes, creating sustained demand for insulin and other glucose-lowering therapies.
Public sector business expands rapidly
Another key highlight was the sharp expansion of Sanofi’s public sector business.
Revenue from the segment grew 70% during the quarter, supported by new CARE Account wins for Toujeo and Soliqua. The company said these additions helped strengthen its presence in the injectable diabetes therapy market while improving patient access through government-linked healthcare programmes.
Beyond diabetes, Sanofi said its strategic partnerships across the cardiovascular, oral anti-diabetes and central nervous system segments continued to support business growth.
Revenue from partnership products increased 2%, while export sales remained broadly stable despite challenging global conditions.
Management sees sustainable growth
Managing Director Deepak Arora described the June quarter as “another chapter of purposeful, profitable growth,” noting that the diabetes franchise delivered double-digit growth for the second consecutive quarter while profit before tax rose 19%.
He said the company’s expanding presence in the public healthcare system is helping improve access to innovative medicines, while its modernised go-to-market strategy continues to support growth.
As Sanofi completes 70 years of operations in India, the company said it remains focused on expanding its presence in the country’s growing diabetes market, where rising disease prevalence and increasing awareness continue to create long-term opportunities.
The June-quarter results underscore that Sanofi’s strategy of focusing on high-growth chronic therapies, particularly diabetes, continues to deliver results. While revenue growth remained in the high single digits, stronger operating efficiency enabled the company to deliver faster growth in both operating profit and net profit, highlighting an improvement in the quality of earnings.
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