SANOFICONR

Sanofi Consumer Healthcare India share price & financials

Price
₹4,567.2
Market cap
₹9.2k Cr
Sector
Healthcare
Calls analysed
1
Latest concall · Q4 FY25 · call held 24 Mar 2026

Sanofi Consumer Q3 FY26

Revenue from Operations — +21%PAT — +33%ROCE 62.5%

What went well

  • Revenue from Operations grew by 21%, Operating Profit by 13%, and PAT increased by 33% in FY25.
  • Current turnover is close to ₹880 crore, with Profit from Operations at 37% and ROCE at 62.5%.
  • Strong legacy brands like Avil, Allegra, Combiflam, and DePURA hold top positions in their respective categories.

What to watch

  • Past product recalls temporarily impacted market share and provided opportunities for competitors.
  • HCP reach and channel space were historically under-leveraged, requiring significant investment to scale up.
Read the full call →

What Sanofi Consumer Healthcare India Limited does

Sanofi Consumer Healthcare India Limited (SCHIL) is a fast-moving consumer healthcare (FMCH) company selling over-the-counter, self-care brands across allergy relief, pain management, vitamins/minerals/supplements and digestive health. It earns by selling these branded medicines and supplements through pharmacies, hospitals, modern trade and e-commerce channels, and also exports select brands. The company was demerged from Sanofi India's consumer healthcare business (completed 2024) and is majority owned by Opella Healthcare Participations B.V., following CD&R Group's acquisition of controlling stake in the global Opella business.

Segments

  • Allergy Care
  • Pain Care
  • Physical Wellness (VMS)
  • Digestive Health
Cities served
206
Employees
597
Healthcare categories
4
Packs sold per second
400+
Products ranked in Top 300 (Indian consumer healthcare market)
2 (Allegra, Combiflam)
Doctor (HCP) digital reach
50,000+ healthcare professionals
Founded 2023Headquarters Mumbai, MaharashtraEmployees 597 (FY2025 (year ended 31 De) Company website

Guidance record · Q4 FY25

what the last two calls moved 4 tracked 0 delivered 0 missed 4 open
  • Doctor Reach (Face-to-Face) open said Q4 FY25 Promised: Double face-to-face doctor reach by the end of 2026. Q4 FY25: So, we plan to double our doctor reach face to face... So that's 2026 itself.

All 4 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 6.8%, net profit up 13.1% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue160 171 173 221 234 +46%251 +47%229 +32%236 +7%
EBITDA63 62 64 70 85 +35%90 +45%89 +39%89 +27%
Net profit45 44 50 61 63 +40%66 +50%68 +36%69 +13%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −21.7% 1Y

₹4.0k₹4.5k₹5.0kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q4 FY25 — 24 Mar 2026

1Y: ₹5,137.5 on 10 Sept 2025 → ₹4,023.4. High ₹5,292.5 (18 Sept 2025), low ₹3,999.5 (24 Feb 2026).

How the price took the results

close before → close after

Q4 FY25
+1.8%
24 Mar

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 21.2% a year over 1 year, FY24 to FY25. Operating margin narrowed to 35.2%.

Year endingFY24FY25
Revenue₹725 Cr₹879 Cr
Operating profit₹271 Cr₹309 Cr
Operating margin37.4%35.2%
Interest₹3 Cr₹1 Cr
Depreciation₹5 Cr₹11 Cr
Net profit₹181 Cr₹240 Cr
Net margin25.0%27.3%
Cash from operations₹439 Cr₹175 Cr
Free cash flow₹429 Cr₹167 Cr
ROCE111.0%90.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY23FY24FY25
Equity capital₹2 Cr₹23 Cr₹23 Cr
Reserves₹206 Cr₹250 Cr₹361 Cr
Borrowings₹0 Cr₹20 Cr₹25 Cr
Other liabilities₹138 Cr₹138 Cr₹138 Cr
Total liabilities₹345 Cr₹431 Cr₹547 Cr
Fixed assets₹5 Cr₹29 Cr₹36 Cr
Capital work in progress₹3 Cr₹1 Cr₹0 Cr
Investments₹0 Cr₹0 Cr₹0 Cr
Other assets₹338 Cr₹402 Cr₹511 Cr
Total assets₹345 Cr₹431 Cr₹547 Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, DIIs added +0.96 pp while FIIs trimmed −0.64 pp. The shareholder count shrank 4% to 47,511.

Promoters
71.3%
FIIs
2.6%
DIIs
17.9%
Public
8.3%

Since Jun 2025

  • DIIs +0.96 pp
  • FIIs −0.64 pp
  • Public −0.31 pp

How it drifted, 9 quarters

Over this window promoters went from 60.4% to 71.3% — +10.9 pp.

Jun '24Jun '25Jun '26

Ownership split by quarter, oldest first. Jun '24: Promoters 60.4%, FIIs 6.0%, DIIs 22.6%, Public 11.0%.Sep '24: Promoters 60.4%, FIIs 5.2%, DIIs 23.8%, Public 10.6%.Dec '24: Promoters 60.4%, FIIs 4.4%, DIIs 25.4%, Public 9.8%.Mar '25: Promoters 60.4%, FIIs 4.5%, DIIs 25.5%, Public 9.6%.Jun '25: Promoters 71.3%, FIIs 3.2%, DIIs 16.9%, Public 8.6%.Sep '25: Promoters 71.3%, FIIs 2.9%, DIIs 17.2%, Public 8.6%.Dec '25: Promoters 71.3%, FIIs 2.8%, DIIs 17.3%, Public 8.6%.Mar '26: Promoters 71.3%, FIIs 2.8%, DIIs 17.6%, Public 8.4%.Jun '26: Promoters 71.3%, FIIs 2.6%, DIIs 17.9%, Public 8.3%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 1 holder trimming and 1 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Sanofi Consumer Healthcare India Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Opella Healthcare Participations B.V. 60.40%unchanged
Opal Bidco SAS 10.88%unchanged
Nippon Life India Trustee Ltd- A/C Nippon India Growth Mid Cap Fund Mutual fund5.21%+0.36 pp
Aditya Birla Sun Life Trustee Private Limited A/C Aditya Birla Sun Life Small Cap Fund Mutual fund3.03%unchanged
HDFC Life Insurance Company Limited Insurer2.12%+0.84 pp
ICICI Prudential Smallcap Fund Mutual fund1.57%unchanged
SBI Dividend Yield Fund Mutual fund1.47%−0.27 pp
General Insurance Corporation Of India Insurer1.30%unchanged
Bajaj Life Insurance Limited Insurer1.06%newly disclosed
OH Romania S.R.L. 0.00%unchanged
OH Ukraine LLC 0.00%unchanged
OH UK Limited 0.00%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in SANOFICONR

Filings to Aug 2026

0 new, 0 added, 1 trimmed, 0 sold out — net −0.13 L shares (−0.8%).

Held by funds
₹641 Cr
8 schemes
Biggest holder
Nippon India Growth Mid Cap Fund
₹183 Cr · 0.3% of that fund
SchemeHoldingLast month
Nippon India Growth Mid Cap Fund Nippon India Mutual Fund₹183 Crheld
Nippon India Small Cap Fund Nippon India Mutual Fund₹113 Crheld
Nippon India Multi Cap Fund Nippon India Mutual Fund₹113 Crheld
Nippon India Pharma Fund Nippon India Mutual Fund₹88 Crheld
SBI Dividend Yield Fund SBI Mutual Fund₹73 Cr−0.13 L
Nippon India Innovation Fund Nippon India Mutual Fund₹40 Crheld
Nippon India Multi Asset Allocation Fund Nippon India Mutual Fund₹32 Crheld
Nippon India MNC Fund Nippon India Mutual Fund₹0 Crheld

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

0 added, 1 trimmed — net −13,048 shares (−0.8%)

Funds are sitting on
+8%
vs est. average cost
Held by funds
₹641 Cr
8 schemes · ≈ 7.7% of the company
Biggest holder
Nippon India Growth Mid Cap Fund
₹183 Cr · 0.3% of that fund

Shares held by these funds +20%

Jun '24 15.62 L shares Jul '26

What the price assumes

Growth trap

To justify its price of ₹4023, this stock must grow earnings at 23% every year for 7 years. Our analysis caps realistic growth at ~-4%. At that growth it is worth ₹925 — downside of 77%.

Growth the price implies
23.4% a year
for 7 years, fading to 4%
It has actually compounded at
-4.1% a year
net profit, FY24–FY26
The gap
0.3 pp
-77% downside if it only repeats history
Price today ₹4,023.4 Value at the reference growth ₹925.24

Change the assumptions yourself →

Learn to analyse Sanofi Consumer Healthcare India Limited

Guides on how to read this kind of business and the numbers that matter.