BSE:500674

Stock Analysis Report

Executive Summary

Sanofi India Limited manufactures and trades in drugs and pharmaceutical products in India.

Snowflake

Fundamentals

Flawless balance sheet average dividend payer.


Similar Companies

Share Price & News

How has Sanofi India's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

1.4%

500674

2.1%

IN Pharmaceuticals

1.6%

IN Market


1 Year Return

-1.7%

500674

-21.1%

IN Pharmaceuticals

0.8%

IN Market

Return vs Industry: 500674 exceeded the Indian Pharmaceuticals industry which returned -21.1% over the past year.

Return vs Market: 500674 underperformed the Indian Market which returned 0.8% over the past year.


Shareholder returns

500674IndustryMarket
7 Day1.4%2.1%1.6%
30 Day-0.5%-6.9%1.5%
90 Day0.9%-7.2%-3.3%
1 Year-0.5%-1.7%-20.4%-21.1%2.7%0.8%
3 Year45.2%39.4%-26.3%-27.8%22.0%16.0%
5 Year90.2%77.2%-11.1%-13.8%42.3%29.3%

Price Volatility Vs. Market

How volatile is Sanofi India's share price compared to the market and industry in the last 5 years?


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Valuation

Is Sanofi India undervalued compared to its fair value and its price relative to the market?

34.95x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Undervalued: 500674 (₹5896.15) is trading above our estimate of fair value (₹2376.22)

Significantly Undervalued: 500674 is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: 500674 is poor value based on its PE Ratio (34.9x) compared to the Pharmaceuticals industry average (15.4x).

PE vs Market: 500674 is poor value based on its PE Ratio (34.9x) compared to the Indian market (13.1x).


Price to Earnings Growth Ratio

Low PEG Ratio: 500674 is poor value based on its PEG Ratio (2.6x)


Price to Book Ratio

PB vs Industry: 500674 is overvalued based on its PB Ratio (6.1x) compared to the IN Pharmaceuticals industry average (1.5x).


Next Steps

Future Growth

How is Sanofi India forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?

13.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: 500674's forecast earnings growth (13.3% per year) is above the savings rate (7.6%).

Earnings vs Market: 500674's earnings (13.3% per year) are forecast to grow slower than the Indian market (18.3% per year).

High Growth Earnings: 500674's earnings are forecast to grow, but not significantly.

Revenue vs Market: 500674's revenue (11.2% per year) is forecast to grow slower than the Indian market (11.4% per year).

High Growth Revenue: 500674's revenue (11.2% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

High Future ROE: 500674's Return on Equity is forecast to be low in 3 years time (18.5%).


Next Steps

Past Performance

How has Sanofi India performed over the past 5 years?

13.5%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Earnings Trend: 500674's earnings have grown by 13.5% per year over the past 5 years.

Accelerating Growth: 500674's earnings growth over the past year (3.8%) is below its 5-year average (13.5% per year).

Earnings vs Industry: 500674 earnings growth over the past year (3.8%) underperformed the Pharmaceuticals industry 16.4%.


Return on Equity

High ROE: 500674's Return on Equity (17.4%) is considered low.


Return on Assets

ROA vs Industry: 500674 has a higher Return on Assets than the Pharmaceuticals industry average last year.


Return on Capital Employed

ROCE Improving: 500674 has improved its Return on Capital Employed over the past 3 years.


Next Steps

Financial Health

How is Sanofi India's financial position?


Financial Position Analysis

Short Term Liabilities: 500674's short term assets (₹16.5B) exceeds its short term liabilities (₹6.2B)

Long Term Liabilities: 500674's short term assets (16.5B) exceeds its long term liabilities (1.4B)


Debt to Equity History and Analysis

Debt Level: 500674 is debt free.

Reducing Debt: 500674 has not had any debt for past 5 years.

Debt Coverage: 500674 has no debt, therefore it does not need to be covered by operating cash flow.

Interest Coverage: 500674 has no debt, therefore coverage of interest payments is not a concern.


Balance Sheet

Inventory Level: 500674 has a high level of physical assets or inventory.

Debt Coverage by Assets: Insufficient data to determine if 500674's debt is covered by short term assets.


Next Steps

Dividend

What is Sanofi India's current dividend yield, its reliability and sustainability?

1.42%

Current Dividend Yield


Dividend Yield vs Market

company1.4%marketbottom25%0.6%markettop25%2.5%industryaverage0.9%forecastin3Years1.4%

Current dividend yield vs market & industry


Stability and Growth of Payments

Notable Dividend: 500674's dividend (1.42%) is higher than the bottom 25% of dividend payers in the Indian market (0.6%).

High Dividend: 500674's dividend (1.42%) is low compared to the top 25% of dividend payers in the Indian market (2.49%).

Stable Dividend: 500674's dividend payments have been volatile in the past 10 years.

Growing Dividend: 500674's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (39.1%), 500674's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: 500674's dividends in 3 years are forecast to be well covered by earnings (35.5% payout ratio).


Next Steps

Management

What is the CEO of Sanofi India's salary, the management and board of directors tenure and is there insider trading?

2.9yrs

Average management tenure


CEO

Rajaram Narayanan (51yo)

1.8yrs

Tenure

₹34,900,000

Compensation

Mr. Rajaram Narayanan has over 25 years’ experience across different industries. He started his career with Unilever and over a period of 19 years, held a variety of roles in sales and marketing in India a ...


CEO Compensation Analysis

Compensation vs. Market: Rajaram has recently become CEO, making it difficult to compare their total compensation against companies of similar size in the Indian market.

Compensation vs Earnings: Rajaram's compensation has been consistent with company performance over the past year.


Management Age and Tenure

2.9yrs

Average Tenure

59yo

Average Age

Experienced Management: 500674's management team is considered experienced (2.9 years average tenure).


Board Age and Tenure

3.5yrs

Average Tenure

54yo

Average Age

Experienced Board: 500674's board of directors are considered experienced (3.5 years average tenure).


Insider Trading

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown


Management Team

  • Jerome Silvestre

    Senior Vice President of Intercontinental Region for Global Operations

    • Tenure: 0yrs
  • Shailesh Ayyangar (64yo)

    Non-Executive Director

    • Tenure: 14yrs
  • J. Cama (64yo)

    Senior Director of Legal Affairs & Legal Affairs - South Asia

    • Tenure: 12.6yrs
    • Compensation: ₹7.80m
  • M. Narayanaswamy (64yo)

    Senior Director of Accounting & Taxation

    • Tenure: 35.7yrs
  • Rajaram Narayanan (51yo)

    MD & Director

    • Tenure: 1.8yrs
    • Compensation: ₹34.90m
  • Goel Devendrakumar (66yo)

    Head of Sri Lanka Operations

    • Tenure: 0yrs
  • Gaurav Bahadur (49yo)

    Senior Director of Human Resources - India & South Asia

    • Tenure: 6.5yrs
  • Cherian Mathew (54yo)

    Whole Time Director

    • Tenure: 0.8yrs
    • Compensation: ₹5.80m
  • Girish Tekchandani

    Compliance Officer & Company Secretary

    • Tenure: 2.9yrs
    • Compensation: ₹10.60m
  • Charles Billard (37yo)

    CFO & Whole Time Director

    • Tenure: 1.3yrs
    • Compensation: ₹9.30m

Board Members

  • Ranga Iyer (66yo)

    Independent Director

    • Tenure: 6yrs
    • Compensation: ₹1.48m
  • Shailesh Ayyangar (64yo)

    Non-Executive Director

    • Tenure: 14yrs
  • Usha Thorat (69yo)

    Independent Director

    • Tenure: 3.5yrs
    • Compensation: ₹1.45m
  • Rajaram Narayanan (51yo)

    MD & Director

    • Tenure: 1.8yrs
    • Compensation: ₹34.90m
  • Cherian Mathew (54yo)

    Whole Time Director

    • Tenure: 0.8yrs
    • Compensation: ₹5.80m
  • Aditya Narayan (67yo)

    Independent Chairman

    • Tenure: 3.5yrs
    • Compensation: ₹1.83m
  • Cyril Grandchamp-Desraux (42yo)

    Non-Executive Director

    • Tenure: 2.7yrs
  • Thomas Rouckout (42yo)

    Non-Executive Director

    • Tenure: 2.7yrs
  • Charles Billard (37yo)

    CFO & Whole Time Director

    • Tenure: 1.3yrs
    • Compensation: ₹9.30m

Company Information

Sanofi India Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Sanofi India Limited
  • Ticker: 500674
  • Exchange: BSE
  • Founded: 1956
  • Industry: Pharmaceuticals
  • Sector: Pharmaceuticals & Biotech
  • Market Cap: ₹135.094b
  • Shares outstanding: 23.03m
  • Website: https://www.sanofiindialtd.com

Number of Employees


Location

  • Sanofi India Limited
  • Sanofi House
  • CTS No. 117-B, L&T Business Park
  • Mumbai
  • Maharashtra
  • 400072
  • India

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
500674BSE (Mumbai Stock Exchange)YesEquity SharesININRSep 1998
SANOFINSEI (National Stock Exchange of India)YesEquity SharesININRSep 1998

Biography

Sanofi India Limited manufactures and trades in drugs and pharmaceutical products in India. The company provides pharmaceutical products in various therapeutic areas, such as diabetes, cardiology, thrombos ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/10/14 12:38
End of Day Share Price2019/10/14 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.