Loading…
← CockpitCompetitor Analysis › SANOFI.NS Sanofi India LimitedOpen in the cockpit ↗

Sanofi India LimitedSANOFI.NSCompetitor analysis, valuation and peers

India · INR·Pharma & Healthcare›Pharmaceuticals: Major
Momentum strong 62
Mkt cap
$800M
US dollars, full cap
Free float
37%
of shares outstanding
$/day
$1.29M
20-day average traded
Fwd P/E
19.9×
forward earnings
ROIC−WACC
+32.8 pp
WACC 15.1%
Hurdle
+25 pp
Req g minus delivered
Next earnings
111 days
25 Feb 2027
Close · INR₹3,283
1D-2.8%
1W+2.5%
1M+8.6%
3M-2.1%
6M-3.2%
YTD-19.7%
1Y-31.7%
ATR %3.1%
Beta0.50
52w lowhigh32.1% off high

What Sanofi India does

Employees: 1,097

Sanofi India at a glance

Size Sanofi India (SANOFI.NS) is an India Health Care company (Pharmaceuticals: Major) with a market value of $800M, the 669th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹3,283 on 6 Nov 2026.

Performance Over six months the shares fell 3.2%, against -8.0% for the median peer and 0.0% for the India market (cap-weighted) — 6th highest of 20 in its peer set.

Growth Revenue fell 5.7% over the last twelve months (peer median +3.5%); the operating margin is 26.3% (peer median 7.3%).

Valuation It trades at 19.9× forward earnings against a peer median of 15.1× (3rd most expensive of 7).

Price implies For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is -9%, so the hurdle is +25 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 32.8 points above its cost of capital (15.1% WACC).

Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).

Relative performance

9010011 May 202611 Aug 20266 Nov 2026SANOFI.NS 99Peer median 91
Six months, rebased to 100: Sanofi India against the median of its 20 peers (local-currency closes).

Sanofi India financials

Reported figures in INR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹18.2B₹18.4B₹20.1B₹19.9B₹27.6B
Revenue growth—-9%+1%-28%—
Gross profit₹7.14B₹6.82B₹7.09B₹6.89B₹10.4B
EBITDA₹5.15B₹5.08B₹5.01B₹5.02B₹7.18B
Net income₹3.65B₹3.27B₹4.13B₹6.03B₹6.21B
Free cash flown/a₹4.25B₹4.42B₹2.44B₹4.34B
Capital expendituren/a₹257M₹364M₹343M₹222M
Total debtn/a₹178M₹193M₹190M₹236M

Quarterly statements and history in the cockpit →

Sanofi India competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%+50%-20%0%+20%GUD002940006120ANNXALMS002390002907SUVENLXRX3001300705COLL6004796885660023492171688658000411SANOFI.NS6-month return →1-month return →
Up and to the right = strong over both horizons. Sanofi India is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×25×50×75×GUD300705COLL688566688658SANOFI.NSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sanofi India is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%GUD0029400023900029073001300705COLL600479688566002349086450SANOFI.NSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Sanofi India is the large dot.

Sanofi India competitors and peer comparison

How Sanofi India compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Sanofi India against its 20 peers (data as of 6 Nov 2026)
MeasureSANOFI.NSPeer medianRank in peer set
1-month return+8.6%-3.6%4th highest of 20
6-month return-3.2%-8.0%6th highest of 20
Distance from 52-week high-32.1%-30.4%9th lowest of 20
Revenue growth (TTM)-5.7%+3.5%6th lowest of 19
Operating margin26.3%7.3%highest of 19
Forward P/E19.9×15.1×3rd most expensive of 7
Growth the price implies (Req g, 7 yrs)16.5%-1.1%2nd most demanding of 12
Growth delivered (Del g)-8.7%+2.6%lowest of 12
Hurdle (Req g minus delivered)+25.2 pp-2.2 ppmost demanding of 12
ROIC minus cost of capital+32.8 pp+1.3 pphighest of 17
EV / EBITDA14.7×11.2×3rd most expensive of 8
Net debt / EBITDA-0.5×-0.4×4th least indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Sanofi India SANOFI.NSIndia$800M-3%-6%26%19.9×16.5%-8.7%
Knight Therapeutics GUD.TOCanada$800M+37%+42%5%76.4×9.5%+17.7%
Zhejiang Anglikang Pharmaceutical 002940.SZChina$801M-19%-6%10%n/a18.2%+2.1%
SK Discovery 006120.KSSouth Korea$804M+11%+20%3%n/an/an/a
Annexon ANNXUnited States$796M-26%n/an/an/an/an/a
Alumis ALMSUnited States$805M-27%-63%-5,480%n/an/an/a
Guizhou Xinbang Pharmaceutical 002390.SZChina$805M-10%-13%4%n/a-3.0%-0.8%
Chongqing Pharscin Pharmaceutical 002907.SZChina$808M-7%+8%10%n/a10.7%-1.4%
Suven Life Sciences SUVEN.NSIndia$792M+20%+17%-4,228%n/an/an/a
Lexicon Pharmaceuticals LXRXUnited States$792M-11%-29%-131%n/an/an/a
Katakura Industries 3001.TJapan$791M+46%0%16%n/a0.2%+0.5%
Hunan Jiudian Pharmaceutical 300705.SZChina$789M-18%-5%13%17.8×-1.1%+26.1%
Collegium Pharmaceutical COLLUnited States$788M-36%+14%20%3.4×-7.0%+20.3%
Zhuzhou Qianjin Pharmaceutical 600479.SSChina$787M-3%+4%11%n/a-1.4%0.0%
Bambusa Therapeutics BBTXUnited States$783Mn/an/an/an/an/an/a
Jiangsu Jibeier Pharmaceutical 688566.SSChina$777M-8%+9%24%11.9×11.5%+11.3%
Jinghua Pharmaceutical 002349.SZChina$825M-8%+2%20%n/a-1.8%+2.6%
CARsgen Therapeutics 2171.HKHong Kong$825M-54%+68%-170%n/an/an/a
Youcare Pharmaceutical 688658.SSChina$776M-41%-7%-13%28.8×n/an/a
DongKook Pharmaceutical 086450.KSSouth Korea$776M-1%+13%10%12.4×-6.3%+10.6%
Zhejiang Int'l 000411.SZChina$828M-8%+3%3%n/an/an/a

Questions

Which companies are Sanofi India's closest peers?
The cockpit's peer set: Knight Therapeutics (GUD.TO), Zhejiang Anglikang Pharmaceutical (002940.SZ), SK Discovery (006120.KS), Annexon (ANNX), Alumis (ALMS), Guizhou Xinbang Pharmaceutical (002390.SZ), Chongqing Pharscin Pharmaceutical (002907.SZ), Suven Life Sciences (SUVEN.NS).
Is Sanofi India expensive compared with its peers?
On forward p/e it trades at 19.9× against a peer median of 15.1×, 3rd most expensive of 7 in its peer set. For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is -9%, so the hurdle is +25 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Sanofi India stock performed?
Over six months to 6 Nov 2026 the shares returned -3.2% against -8.0% for the median peer; over one year -31.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.