Sanofi India Ltd
Sanofi India is engaged in Business of Manufacture and sale of pharmaceutical products.
- Market Cap ₹ 19,067 Cr.
- Current Price ₹ 8,279
- High / Low ₹ 9,380 / 5,330
- Stock P/E 32.3
- Book Value ₹ 441
- Dividend Yield 2.02 %
- ROCE 71.1 %
- ROE 51.5 %
- Face Value ₹ 10.0
Pros
- Company is almost debt free.
- Company has a good return on equity (ROE) track record: 3 Years ROE 33.5%
- Company has been maintaining a healthy dividend payout of 131%
Cons
- Stock is trading at 18.8 times its book value
- The company has delivered a poor sales growth of 0.57% over past five years.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Sector: Pharmaceuticals Industry: Pharmaceuticals - Multinational
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
1,573 | 1,809 | 1,977 | 2,193 | 2,367 | 2,460 | 2,771 | 3,071 | 2,902 | 2,957 | 2,770 | 2,851 | |
1,261 | 1,411 | 1,639 | 1,817 | 1,832 | 1,921 | 2,146 | 2,403 | 2,186 | 2,194 | 2,066 | 2,047 | |
Operating Profit | 312 | 398 | 339 | 376 | 535 | 538 | 625 | 667 | 716 | 762 | 704 | 804 |
OPM % | 20% | 22% | 17% | 17% | 23% | 22% | 23% | 22% | 25% | 26% | 25% | 28% |
41 | 83 | 131 | 218 | 66 | 79 | 88 | 33 | 45 | 564 | 204 | 83 | |
Interest | 1 | 0 | 0 | 0 | 2 | 1 | 1 | 0 | 2 | 2 | 2 | 2 |
Depreciation | 90 | 92 | 97 | 113 | 119 | 102 | 103 | 100 | 82 | 67 | 42 | 40 |
Profit before tax | 262 | 388 | 373 | 481 | 480 | 515 | 610 | 600 | 677 | 1,258 | 864 | 846 |
Tax % | 32% | 32% | 29% | 33% | 37% | 37% | 38% | 31% | 29% | 25% | 28% | 29% |
177 | 265 | 264 | 322 | 304 | 326 | 381 | 414 | 478 | 944 | 621 | 603 | |
EPS in Rs | 76.71 | 115.14 | 114.46 | 139.60 | 132.09 | 141.55 | 165.26 | 179.85 | 207.38 | 410.06 | 269.47 | 261.91 |
Dividend Payout % | 43% | 39% | 39% | 46% | 51% | 50% | 51% | 194% | 176% | 119% | 211% | 64% |
Compounded Sales Growth | |
---|---|
10 Years: | 5% |
5 Years: | 1% |
3 Years: | -1% |
TTM: | 3% |
Compounded Profit Growth | |
---|---|
10 Years: | 9% |
5 Years: | 9% |
3 Years: | 5% |
TTM: | 12% |
Stock Price CAGR | |
---|---|
10 Years: | 10% |
5 Years: | 8% |
3 Years: | 3% |
1 Year: | 37% |
Return on Equity | |
---|---|
10 Years: | 22% |
5 Years: | 27% |
3 Years: | 33% |
Last Year: | 52% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 23 | 23 | 23 | 23 | 23 | 23 | 23 | 23 | 23 | 23 | 23 | 23 |
Reserves | 1,181 | 1,324 | 1,463 | 1,604 | 1,860 | 2,003 | 2,196 | 2,419 | 2,096 | 2,203 | 1,253 | 992 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23 | 25 | 24 | 19 | |
427 | 532 | 742 | 778 | 658 | 751 | 765 | 802 | 777 | 811 | 772 | 681 | |
Total Liabilities | 1,631 | 1,878 | 2,228 | 2,405 | 2,541 | 2,778 | 2,984 | 3,244 | 2,918 | 3,061 | 2,072 | 1,715 |
699 | 699 | 648 | 877 | 817 | 769 | 733 | 499 | 464 | 334 | 306 | 315 | |
CWIP | 43 | 136 | 210 | 22 | 34 | 30 | 21 | 17 | 10 | 13 | 24 | 16 |
Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 |
888 | 1,043 | 1,369 | 1,505 | 1,690 | 1,978 | 2,230 | 2,728 | 2,444 | 2,714 | 1,743 | 1,382 | |
Total Assets | 1,631 | 1,878 | 2,228 | 2,405 | 2,541 | 2,778 | 2,984 | 3,244 | 2,918 | 3,061 | 2,072 | 1,715 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
290 | 273 | 265 | 213 | 322 | 435 | 374 | 412 | 611 | 559 | 399 | 231 | |
-5 | -335 | 61 | 36 | -155 | -79 | -73 | 66 | 276 | 631 | 651 | 36 | |
-90 | -105 | -122 | -147 | -180 | -188 | -197 | -183 | -810 | -849 | -1,583 | -878 | |
Net Cash Flow | 195 | -168 | 205 | 102 | -13 | 168 | 104 | 295 | 78 | 341 | -533 | -612 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 23 | 24 | 21 | 24 | 22 | 29 | 21 | 27 | 19 | 18 | 17 | 17 |
Inventory Days | 135 | 151 | 179 | 173 | 169 | 151 | 154 | 127 | 107 | 110 | 125 | 202 |
Days Payable | 75 | 83 | 122 | 81 | 79 | 119 | 110 | 100 | 93 | 105 | 109 | 89 |
Cash Conversion Cycle | 83 | 92 | 78 | 115 | 112 | 61 | 65 | 54 | 33 | 22 | 33 | 130 |
Working Capital Days | 3 | 43 | 26 | 9 | 79 | 17 | 18 | 35 | -7 | -19 | -18 | 25 |
ROCE % | 23% | 29% | 22% | 26% | 27% | 26% | 29% | 28% | 32% | 35% | 41% | 71% |
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Newspaper Publication
2d - Notice of the Annual General Meeting and E-Voting information of the Company published today i.e. 23rd April 2024 , in newspapers, Business Standard and Sakal.
- Compliances-Reg. 39 (3) - Details of Loss of Certificate / Duplicate Certificate 22 Apr
- Business Responsibility and Sustainability Reporting (BRSR) 22 Apr
- Reg. 34 (1) Annual Report. 22 Apr
- Notice Of Sixty Eighth Annual General Meeting Of Sanofi India Limited 22 Apr
Annual reports
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Financial Year 2024
from bse
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Financial Year 2022
from bse
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Financial Year 2021
from bse
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Financial Year 2020
from bse
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Financial Year 2019
from bse
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Financial Year 2018
from bse
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Financial Year 2017
from bse
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Financial Year 2016
from bse
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Financial Year 2015
from bse
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Financial Year 2014
from bse
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Financial Year 2013
from bse
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Financial Year 2013
from nse
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Financial Year 2012
from bse
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Financial Year 2011
from bse
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Financial Year 2010
from bse
Concalls
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Feb 2024TranscriptPPT
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Feb 2024Transcript PPT
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Nov 2023TranscriptPPT
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Nov 2023Transcript PPT
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May 2023Transcript PPT
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May 2023TranscriptPPT
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Feb 2023TranscriptPPT
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Feb 2023TranscriptPPT
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Mar 2021TranscriptNotesPPT
India - Branded generics (79% of CY20 revenues):[1] Top-7 brands contribute ~70% of domestic sales and are growing at high single digits.[2]