Sector Alpha Week of 2026-07-31
Sector Alpha — machine-written from the numbers · Data as of 2026-07-31

Sanofi Consumer Healthcare India Ltd

SANOFICONR
Pharma - MNC bulk Drugs

Sanofi Consumer Healthcare India Ltd is coiled. The quarters are improving, yet the P/E sits at the 1st percentile of its own 1-year range — the business is moving before the market.

The sharpest disagreement: Foreign institutions moved −3.4 points over 8 quarters while the operating story went the other way — someone close to the numbers is not convinced.

The price is in a confirmed uptrend (9 weeks in) while the P/E sits at the 1st percentile of its own 1-year range. Underneath, the last four quarters read improving — profit +13.1% year on year, and 105% of the last 3 years' profit arrived as cash. What settles it: whether the register turns back in the story’s favour.

Stage
Mixed
partial read
Price
₹4,611
−5.1% 1Y
P/E
39.9×
1st pctile
of its own 1-year range
Revenue (Jun 26)
₹236 Cr
+6.8% YoY
Profit (Jun 26)
₹69.0 Cr
+13.1% YoY
Operating margin
38.0%
+6.0 pp YoY
ROCE
90%
FY25
Cash conversion
105%
of profit, last 3 FY
Withheld from this page: Part of this page is deliberately not drawn: its two data sources disagree by up to 132% on reported income across 11 comparable periods, so nothing from the second source is placed here — the PEG ratio and its quarterly curve, the quarterly return curves, the annual return-on-invested-capital overlay, the total-debt and debt-to-equity series and the F-score and the return-on-invested-capital reading are absent for that reason. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data. The quarterly history also begins where the primary source begins: 1 earlier quarter the second source carries is not spliced in front of it. Extending a reported profit series is stricter than showing a ratio chart — it needs a source that has been checked.
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Sanofi Consumer Healthcare India Ltd trades at ₹4,611, in a confirmed uptrend and 9 weeks into that stage. That is −0.3% against its own 200-day average. It sits at 51% of a 52-week range of ₹4,045 to ₹5,151. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (7 weeks and counting).

Today the stock is in a confirmed uptrend — week 9 of stage 2. At ₹4,611 it trades −0.3% versus its 200-day average and sits at 51% of its 52-week range (₹4,045–₹5,151).

Jul 26: ₹4,611 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 2-year window.
−0.3% versus the 200-day line, week 9 of stage 2
Price50-day avg200-day avg
S4S2S4S2₹5,478₹5,093₹4,708₹4,323₹3,938₹4,611₹4,624Sep 24Mar 25Sep 25Mar 26Jul 26
S4S2S4S2₹5,478₹5,093₹4,708₹4,323₹3,938₹4,611₹4,624Sep 24Sep 25Jul 26
Beating or trailing, week by week since 2024 Each cell is one week from 2024 to now (105 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Sep 24Jul 26

Against the market, two honest reads. Cumulative: over the last 1.9 years the stock moved −6% while the NIFTY 500 moved −2% — behind the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (7 weeks and counting; last ahead the week of 2026-06-24) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Sanofi Consumer Healthcare India Ltd trades at 39.9× P/E, about the cheapest it has ever traded. Its long-run median P/E is 51.9×, measured across 1.3 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 39.9× is about the cheapest it has ever traded, against a long-run median of 51.9× measured over 1.3 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 39.9× vs a 51.9× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 1.3-year window; loss-period spikes above 60× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
about the cheapest it has ever traded
P/EMedianEPS (TTM) (quarterly)
61.8×₹12555.9×₹93.650.0×₹62.444.2×₹31.238.3×₹0.0×39.90×₹116Apr 25Aug 25Dec 25Apr 26Jul 26
61.8×₹12555.9×₹93.650.0×₹62.444.2×₹31.238.3×₹0.0×39.90×₹116Apr 25Dec 25Jul 26
P/E
39.9×
1st percentile of 1y

Why the multiple sits where it does: over the past year annual EPS moved +0.0% against a −5.1% price move — earnings outran the price, pushing the multiple DOWN its own range.

Put together: the multiple is low against its own past, so the story rests on the earnings line underneath it, not the multiple.

The PEG ratio and its quarterly curve, which only the second data source carries, are not drawn on this page: its two data sources disagree by up to 132% on reported income across 11 comparable periods. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

03 · Stage: Mixed

Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Sanofi Consumer Healthcare India Ltd reads as mixed on its fundamental arc. Mixed — growth is normalizing off a hyper-growth base: revenue growth has eased from +46.2% at its peak to +6.8% (single-quarter readings) but is still expanding. The read is built from 8 quarters across 2 curves, on partial evidence.

Growth, year by year: revenue +0.0% in FY25, profit +0.0% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
33%35%24%26%15%16%6.4%6.9%−2.4%−2.6%%%0%0%FY23FY24FY25
33%35%24%26%15%16%6.4%6.9%−2.4%−2.6%%%0%0%FY23FY24FY25
Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. Where the trailing-twelve-month history is short, the curve falls back to single-quarter year-on-year growth — noisier, and the classifier smooths and caps base-effect spikes before reading. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from · revenue accelerating, profit accelerating
RevenueProfitEPS
52%122%32%79%11%37%−9.1%−5.8%−30%−48%%%6.8%13.1%33%Sep 23Dec 24Jun 26
52%122%32%79%11%37%−9.1%−5.8%−30%−48%%%6.8%13.1%33%Sep 23Dec 24Jun 26
ROCE Annual readings — the quarterly balance-sheet pieces this curve needs are not held for this stock, so the returns read moves once a year and carries less weight in the call.
the return curve, annual readings
ROCE
113%107%101%94%88%%90%FY24FY25
113%107%101%94%88%%90%FY24FY25
Revenue growth
Rolling over
latest +6.8% · span −24.0% to +46.2%
Profit growth
Rolling over
latest +13.1% · span −36.6% to +50.0%

Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.

One or more growth curves carry a base-effect spike — a large year-on-year move off a near-zero or loss-making comparable quarter. Those spikes are capped before the classifier reads the trajectory, and shown pinned on the chart, so a single distorted quarter does not drive the stage call.

Return readings here are annual, not quarterly — read as level and direction only; they can confirm the growth curves but never drive the stage on their own.

A partial read: at least one curve is short, or the returns curve is not the computed quarterly series — hold the stage word a little more loosely.

Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+21.3%
Profit+32.6%
EPS+32.7%
Share price−5.1%
Revenue YoY (Jun 26)
+6.8%
latest quarter vs a year ago
Profit YoY (Jun 26)
+13.1%
latest quarter vs a year ago
Revenue 10y
25.8%
long-run compound pace
04 · 4-Factor Sector Score

4-Factor Sector Score

61.2/100 — rank 2 of 8 in Pharma - MNC bulk Drugs · 67% evidence confidence

Sanofi Consumer Healthcare India Ltd scores 61.2 out of 100 against the 8 companies it is compared with in Pharma - MNC bulk Drugs, ranking 2. Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -7.1% and the one-year return is -7.4%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.

The four contributions add to the total exactly: 26.9 + 20.9 + 9.4 + 4 = 61.2. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Sanofi Consumer Healthcare India Ltd reported ₹236 Cr of revenue in the Jun 26 quarter, +6.8% year on year. That is the 5th straight quarter of year-on-year growth. Over 2 years it has compounded at 25.8% a year. The last full year, FY25, came in at ₹878 Cr. The last four reported quarters add to ₹950 Cr.

FY25 revenue came in at ₹878 Cr (+0.0% on the year), capping 2 years at 25.8% compound. The latest quarter (Jun 26) printed ₹236 Cr, +6.8% year on year — the 5th consecutive quarter of year-over-year growth.

FY25 revenue ₹878 Cr (+0.0% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 4-year window. A bar is red when it is lower than the year before.
25.8% a year over 2 years
RevenueYoY growth
94833%71124%47415%2376.4%0−2.4%₹ Cr%₹8780%FY23FY24FY25
94833%71124%47415%2376.4%0−2.4%₹ Cr%₹8780%FY23FY24FY25
Jun 26: ₹236 Cr (+6.8% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
5th straight quarter of growth
Revenue (quarterly)YoY growth
27152%20332%13611%68−9.1%0−30%₹ Cr%₹2366.8%Sep 23Dec 24Jun 26
27152%20332%13611%68−9.1%0−30%₹ Cr%₹2366.8%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged +33.1% growth against the decade's 25.8% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +31.0% over the last 4 quarters against +7.0%/yr over the last 8 — accelerating; TTM profit +33.0% vs +7.3%/yr — accelerating.

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Sanofi Consumer Healthcare India Ltd's operating margin is 38.0% in the Jun 26 quarter, +6.0 percentage points against the same quarter a year ago. Across 4 fiscal years the operating margin has ranged 35.0% to 39.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 38.0%, +6.0 pp against the same quarter a year ago. Across 4 fiscal years the operating margin has ranged 35.0%–39.0%.

Why the margin moved: operating margin went +6.1 pp year on year while gross margin went +3.8 pp — the gain came mostly from the gross line: input costs and pricing.

FY25: 35.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 4-year window.
within a 35.0–39.0% band over 4 years
operating marginYoY change (pp)
39%0.2%38%−0.4%37%−1.0%36%−1.6%35%−2.2%%%35%0%FY23FY24FY25
39%0.2%38%−0.4%37%−1.0%36%−1.6%35%−2.2%%%35%0%FY23FY24FY25
Jun 26: 38.0% operating margin (+6.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
46%7.0%42%3.5%39%0.0%35%−3.5%31%−7.0%%%38%6%Sep 23Dec 24Jun 26
46%7.0%42%3.5%39%0.0%35%−3.5%31%−7.0%%%38%6%Sep 23Dec 24Jun 26
07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Sanofi Consumer Healthcare India Ltd earned ₹69.0 Cr of net profit in the Jun 26 quarter, +13.1% year on year. It is the 5th consecutive quarter of growth. Full-year FY25 profit was ₹240 Cr. The 2-year compound rate is 20.6%. That is 29.2% of the quarter's revenue. The same quarter a year earlier earned ₹61.0 Cr.

Jun 26 profit was ₹69.0 Cr, +13.1% year on year — the 5th consecutive quarter of growth. On the full year, FY25 printed ₹240 Cr (+0.0%), and the 2-year compound rate is 20.6%.

FY25 profit ₹240 Cr (+0.0% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 4-year window. A bar is red when it is lower than the year before.
20.6% a year over 2 years
Net profitYoY growth
25935%19426%13016%656.8%0−2.6%₹ Cr%₹2400%FY23FY24FY25
25935%19426%13016%656.8%0−2.6%₹ Cr%₹2400%FY23FY24FY25
Jun 26: ₹69.0 Cr (+13.1% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
5th straight quarter of growth
Net profit (quarterly)YoY growth
77122%5879%3837%19−5.8%0−48%₹ Cr%₹6913.1%Sep 23Dec 24Jun 26
77122%5879%3837%19−5.8%0−48%₹ Cr%₹6913.1%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed +6.8% and the margin +6.0 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +34.8% vs revenue +33.1%. Profit and revenue are moving roughly in step.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 105% of Sanofi Consumer Healthcare India Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY25 that was ₹175 Cr of operating cash against ₹240 Cr of profit. After ₹18.0 Cr of capital spending, ₹157 Cr was left as free cash.

FY25: operating cash of ₹175 Cr against reported profit of ₹240 Cr, leaving free cash of ₹157 Cr after ₹18.0 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 105% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY25: CFO ₹175 Cr vs profit ₹240 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 3-year window, annual resolution.
105% of 3-year profit arrived as cash
Operating cashNet profitFree cash
4743562371190₹ Cr₹175₹240₹157FY23FY24FY25
4743562371190₹ Cr₹175₹240₹157FY23FY24FY25
FY25: CFO = 73% of profit (three-year rate 105%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
262%192%122%51%−19%%73%FY23FY24FY25
262%192%122%51%−19%%73%FY23FY24FY25

Why conversion sits at 105%: the cash cycle tightened 125 days between FY23 and FY25 — cash that used to wait in the cycle now reaches the bank sooner.

Router verdict: the bigger cash user is investment — capital spending ran 2.8× depreciation over three years, so the next section's job is to check what that build-out is buying.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Sanofi Consumer Healthcare India Ltd's cash conversion cycle runs −16 days in FY25, down from 109 days in FY23. Capital spending ran ₹44.0 Cr over the last 2 years. At FY25 sales of ₹878 Cr each day of that cycle holds about ₹2.4 Cr, so roughly ₹−38.0 Cr sits inside the business at any moment.

FY25: debtors at 12 days, inventory at 98 days — roughly 3.2 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of −16 days, tighter than FY23's 109.

The full loop: cash goes out to suppliers and production on day 0; stock waits 98 days to sell; customers pay about 12 days after that; and suppliers themselves are paid at 126 days — netting out to the −16-day cycle.

In money terms: at FY25 sales of ₹878 Cr, each day of the cycle holds about ₹2.4 Cr — so the −16-day loop keeps roughly ₹−38.0 Cr sitting inside the business at any moment.

FY25: a −16-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 3-year window.
−125 days vs FY23
Cash cycleInventory daysDebtor daysPayable days
255173918−74days−16d98d12d126dFY23FY24FY25
255173918−74days−16d98d12d126dFY23FY24FY25

On the investment side: capital spending of ₹44.0 Cr over the last 2 fiscal years against ₹16.0 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹0.0 Cr (FY25) — capacity paid for but not yet earning.

FY25: capex ₹18.0 Cr, work-in-progress ₹0.0 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
28211470₹ Cr₹18₹0FY24FY25
28211470₹ Cr₹18₹0FY24FY25

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Sanofi Consumer Healthcare India Ltd earns a ROCE of 90% in FY25. A return-on-invested-capital spread against the cost of capital is not computable from what is held here. The wiring behind it is 27.3% net margin on 1.61× asset turns.

FY25 ROCE is 90%.

Why the return is what it is — the wiring (FY25): 27.3% net margin × 1.61× asset turns × 1.42× balance-sheet leverage ≈ 62.4% on equity. Margin is doing the heavy lifting; leverage is modest — this is an earned return, not a borrowed one.

FY25: ROCE 90% Return on capital employed by fiscal year, % (line). 2-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the full ladder
ROCEWACC
119%90%62%33%4.1%%90%FY24FY25
119%90%62%33%4.1%%90%FY24FY25

The quarterly return curves and the return-on-invested-capital overlay, which only the second data source carries, are not drawn on this page: its two data sources disagree by up to 132% on reported income across 11 comparable periods. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings; interest cover says how many times operating profit pays the interest bill. Low and high, respectively, is the safe corner.

Sanofi Consumer Healthcare India Ltd carries ₹25.0 Cr of borrowings against ₹384 Cr of equity in FY25, a debt-to-equity of 0.07. Operating profit covers the interest bill north of 100×. Over 2 years borrowings went from ₹0.0 Cr to ₹25.0 Cr. Capital spending ran ₹44.0 Cr across the last 2 of those years.

FY25: borrowings of ₹25.0 Cr against equity of ₹384 Cr — a debt-to-equity of 0.07. Operating profit covers the interest bill north of 100×. Over 2 years borrowings went from ₹0.0 Cr to ₹25.0 Cr while capital spending ran ₹44.0 Cr in just the last 2 — part of the build-out is riding on borrowed money.

FY25: borrowings ₹25.0 Cr at 0.07× equity Borrowings by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 3-year window. Quarterly balance-sheet history is not held for India — annual is the honest resolution.
the debt trajectory
BorrowingsDebt-to-equity
270.08×200.06×140.04×70.01×0−0.01×₹ Cr×₹250.07×FY23FY24FY25
270.08×200.06×140.04×70.01×0−0.01×₹ Cr×₹250.07×FY23FY24FY25

The total-debt and debt-to-equity series, which only the second data source carries, are not drawn on this page: its two data sources disagree by up to 132% on reported income across 11 comparable periods. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Promoters added 10.9 points of Sanofi Consumer Healthcare India Ltd over 8 quarters, the biggest move on the register. That takes promoters to 71.3% of the company. Domestic institutions moved −4.8 points over the same window, to 17.9%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: +10.9 points over 8 quarters to 71.3%; Domestic institutions: −4.8 points over 8 quarters to 17.9%; Foreign institutions: −3.4 points over 8 quarters to 2.6%.

Why the register moved: promoters drove it (+10.9 points), absorbed on the other side by domestic institutions (−4.8 points) — steady accumulation by institutions reading the same numbers this page reads.

Fiscal-year ends: promoters +10.9 pts from Mar 25 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 2 year-ends held.
PromotersForeign inst.Domestic inst.Public
77%57%37%17%−2.7%%71.3%2.8%17.6%8.4%Mar 25Mar 26
77%57%37%17%−2.7%%71.3%2.8%17.6%8.4%Mar 25Mar 26
Promoters added 10.9 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 9 quarters.
PromotersForeign inst.Domestic inst.Public
77%57%37%17%−2.9%%71.3%2.6%17.9%8.3%Jun 24Jun 25Jun 26
77%57%37%17%−2.9%%71.3%2.6%17.9%8.3%Jun 24Jun 25Jun 26
13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Sanofi Consumer Healthcare India Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

14 · Related companies · Pharma - MNC bulk Drugs
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Procter & Gamble Health LtdPGHL 75.3/100Favorable setup90% evidence TURNING 28.7/35 Revenue 15.6% · PAT 30.7% · OPM change 11 pp 88% evidence 21.2/25 ROCE 83.5% · OPM 37% 100% evidence 14.6/20 P/E 33.5× · PEG 0.5 100% evidence 10.8/20 RS sector -2.5% · RS bench 12.6% · 1Y 13.7%11 of 11 weeks ahead 70% evidence
Exact sum: 28.7 + 21.2 + 14.6 + 10.8 = 75.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Sanofi Consumer Healthcare India Ltdthis pageSANOFICONR 61.2/100Mixed-positive evidence67% evidence ASLEEP 26.9/35 Revenue 31% · PAT 33% · OPM change 6 pp 71% evidence 20.9/25 ROCE 89.9% · OPM 38% 76% evidence 9.4/20 P/E 39.9× · PEG — 15% evidence 4.0/20 RS sector -7.1% · RS bench -2.3% · 1Y -7.4%2 of 12 weeks ahead 100% evidence
Exact sum: 26.9 + 20.9 + 9.4 + 4 = 61.2 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -7.1% and the one-year return is -7.4%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
3Pfizer LtdPFIZER 53.7/100Mixed-positive evidence100% evidence TURNING 19.1/35 Revenue 10.6% · PAT -9.2% · OPM change 3 pp 100% evidence 13.8/25 ROCE 24.1% · OPM 38% 100% evidence 18.7/20 P/E 28.7× · PEG 0.73 100% evidence 2.1/20 RS sector -8% · RS bench -3.2% · 1Y -10.2%0 of 12 weeks ahead 100% evidence
Exact sum: 19.1 + 13.8 + 18.7 + 2.1 = 53.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Glaxosmithkline Pharmaceuticals LtdGLAXO 49.0/100Mixed-negative evidence96% evidence TURNING 11.8/35 Revenue 1.9% · PAT 11.8% · OPM change 1 pp 88% evidence 17.4/25 ROCE 61.4% · OPM 35% 100% evidence 5.3/20 P/E 46.8× · PEG 6.68 100% evidence 14.5/20 RS sector -1% · RS bench 4.2% · 1Y -15.5%1 of 12 weeks ahead 100% evidence
Exact sum: 11.8 + 17.4 + 5.3 + 14.5 = 49 · Decision use: Price leads the evidence: RS versus the benchmark is 4.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
5Abbott India LtdABBOTINDIA 48.8/100Mixed-negative evidence90% evidence TURNING 14.9/35 Revenue 8.1% · PAT 9.7% · OPM change 1 pp 88% evidence 15.7/25 ROCE 44.8% · OPM 28% 100% evidence 7.9/20 P/E 38.2× · PEG 2.56 100% evidence 10.3/20 RS sector -0.7% · RS bench -2.8% · 1Y -17.7%5 of 10 weeks ahead 70% evidence
Exact sum: 14.9 + 15.7 + 7.9 + 10.3 = 48.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6Novartis India LtdNOVARTIND 46.8/100Mixed-negative evidence100% evidence LEADER 13.3/35 Revenue 5.4% · PAT -4.9% · OPM change 3 pp 100% evidence 6.9/25 ROCE 16.2% · OPM 34% 100% evidence 6.6/20 P/E 38.8× · PEG 1.96 100% evidence 20.0/20 RS sector 42.3% · RS bench 49% · 1Y 51.6%12 of 12 weeks ahead 100% evidence
Exact sum: 13.3 + 6.9 + 6.6 + 20 = 46.8 · Decision use: Price leads the evidence: RS versus the benchmark is 49%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
7Astrazeneca Pharma India LtdASTRAZEN 40.7/100Mixed-negative evidence83% evidence ASLEEP 17.0/35 Revenue 32.6% · PAT 63.5% · OPM change -7 pp 88% evidence 8.6/25 ROCE 29.3% · OPM 11% 100% evidence 4.3/20 P/E 106× · PEG 3.95 65% evidence 10.8/20 RS sector 2.3% · RS bench -7.8% · 1Y -8.7%0 of 10 weeks ahead 70% evidence
Exact sum: 17 + 8.6 + 4.3 + 10.8 = 40.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8Sanofi India LtdSANOFI 49.6/100Thin evidence · provisional40% evidence ASLEEP 17.7/35 Revenue — · PAT — · OPM change 2 pp 5% evidence 15.0/25 ROCE 49.2% · OPM 23% 57% evidence 13.9/20 P/E 17.3× · PEG — 50% evidence 3.0/20 RS sector -26.7% · RS bench -18.8% · 1Y -43.3%0 of 10 weeks ahead 70% evidence
Exact sum: 17.7 + 15 + 13.9 + 3 = 49.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led NIFTY 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led NIFTY 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

15 · Frequently asked questions

Frequently asked questions

What is Sanofi Consumer Healthcare India Ltd's share price today?

Sanofi Consumer Healthcare India Ltd trades at ₹4,611, −5.1% over the past year. The company is valued at ₹10,620 Cr. The stock sits at 51% of its 52-week range of ₹4,045–₹5,151, −0.3% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 9 weeks in. — as of 31 July 2026.

What were Sanofi Consumer Healthcare India Ltd's latest quarterly results?

Sanofi Consumer Healthcare India Ltd reported revenue of ₹236 Cr and net profit of ₹69.0 Cr for the Jun 26 quarter. Revenue rose 6.8% and profit rose 13.1% year on year. Earnings per share were ₹29.87. The operating margin was 38.0%, 6.0 pp higher than a year earlier. — as of 31 July 2026.

What is Sanofi Consumer Healthcare India Ltd's revenue?

Sanofi Consumer Healthcare India Ltd reported revenue of ₹236 Cr in the Jun 26 quarter, +6.8% year on year. For the full FY25 fiscal year, revenue was ₹878 Cr (+0.0%). Over the last 2 years revenue compounded at 25.8% a year. — as of 31 July 2026.

What is Sanofi Consumer Healthcare India Ltd's profit?

Sanofi Consumer Healthcare India Ltd earned ₹69.0 Cr of net profit in the Jun 26 quarter, +13.1% year on year — the 5th straight quarter of growth. Full-year FY25 profit was ₹240 Cr. The operating margin ran 38.0% in the latest quarter. — as of 31 July 2026.

What is Sanofi Consumer Healthcare India Ltd's market cap?

Sanofi Consumer Healthcare India Ltd's market capitalisation is ₹10,620 Cr at a share price of ₹4,611. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 31 July 2026.

What is Sanofi Consumer Healthcare India Ltd's P/E ratio?

Sanofi Consumer Healthcare India Ltd trades at a P/E of 39.9×, at the 1st percentile of its own 1-year range, against a long-run median of 51.9×. This is a comparison with the stock's own history, not a value call — as of 31 July 2026.

Does Sanofi Consumer Healthcare India Ltd pay a dividend?

Yes — Sanofi Consumer Healthcare India Ltd's dividend payout was 72% of profit in FY25, and it recorded a payout in 3 of its last 4 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 31 July 2026.

Is Sanofi Consumer Healthcare India Ltd overvalued?

On its own history, Sanofi Consumer Healthcare India Ltd looks cheap against its own history: its P/E of 39.9× has been cheaper only 1% of the time in 1 years (long-run median 51.9×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 31 July 2026.

Is Sanofi Consumer Healthcare India Ltd growing?

Yes — Sanofi Consumer Healthcare India Ltd is growing: latest-quarter revenue +6.8% year on year, profit +13.1%, and the margin +6.0 pp at 38.0%. The 2-year compound rates are 25.8% (revenue) and 20.6% (profit). The earnings engine currently reads: improving — as of 31 July 2026.

How is Sanofi Consumer Healthcare India Ltd performing?

Sanofi Consumer Healthcare India Ltd is in a confirmed uptrend, 9 weeks in. Its latest quarter's revenue rose 6.8% and profit rose 13.1% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 7 weeks. This describes what the data did, not a rating. — as of 31 July 2026.

What stage is Sanofi Consumer Healthcare India Ltd in?

Mixed — growth is normalizing off a hyper-growth base: revenue growth has eased from +46.2% at its peak to +6.8% (single-quarter readings) but is still expanding. The read comes from the last 12 quarters of growth (revenue growth +6.8% latest, profit growth +13.1% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 31 July 2026.

Is Sanofi Consumer Healthcare India Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 9 of stage 2), trading −0.3% versus its 200-day average and at 51% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 31 July 2026.

Is Sanofi Consumer Healthcare India Ltd beating the market?

Not lately — on a trailing-13-week view Sanofi Consumer Healthcare India Ltd is currently behind the NIFTY 500 (7 weeks and counting; last ahead the week of 2026-06-24), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 1.9 years the stock moved −6% against the NIFTY 500's −2% — behind the index over the full window. — as of 31 July 2026.

Will Sanofi Consumer Healthcare India Ltd's share price go up?

This page publishes no price forecast for Sanofi Consumer Healthcare India Ltd. What it measures instead: the share price is ₹4,611, the price is in a confirmed uptrend 9 weeks in. Its P/E of 39.9× sits at the 1st percentile of its own 1-year range. — as of 31 July 2026.

Who owns Sanofi Consumer Healthcare India Ltd?

Promoters hold 71.3% of Sanofi Consumer Healthcare India Ltd, foreign institutions 2.6%, domestic institutions 17.9% and the public 8.3% (latest quarter). The biggest move on the register over the last two years: Promoters added 10.9 points over 8 quarters. — as of 31 July 2026.

Does Sanofi Consumer Healthcare India Ltd have too much debt?

No — Sanofi Consumer Healthcare India Ltd's debt-to-equity is 0.07, and operating profit covers the interest bill north of 100×. FY25 borrowings were ₹25.0 Cr against equity of ₹384 Cr. The returns on this page are earned, not borrowed — as of 31 July 2026.

What is Sanofi Consumer Healthcare India Ltd's capex?

Sanofi Consumer Healthcare India Ltd spent ₹44.0 Cr on capital expenditure over the last 2 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY25 alone that was ₹18.0 Cr, with ₹0.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 31 July 2026.

What is Sanofi Consumer Healthcare India Ltd's cash flow?

Sanofi Consumer Healthcare India Ltd generated ₹175 Cr of operating cash flow in FY25 and ₹157 Cr of free cash flow after ₹18.0 Cr of capital spending. Reported profit that year was ₹240 Cr, so operating cash ran behind profit. Cash-flow resolution for India is annual. — as of 31 July 2026.

Is Sanofi Consumer Healthcare India Ltd's profit real cash?

Yes — over the last 3 fiscal years, 105% of Sanofi Consumer Healthcare India Ltd's reported profit arrived as operating cash. In FY25, operating cash was ₹175 Cr against reported profit of ₹240 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 31 July 2026.

Where is Sanofi Consumer Healthcare India Ltd in its business cycle?

Sanofi Consumer Healthcare India Ltd's FY25 operating margin was 35.0%, against a 4-year band of 35.0%–39.0%: the low end of its own band, which is where recoveries start when they come. The latest quarter ran 38.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 31 July 2026.

What could break the Sanofi Consumer Healthcare India Ltd story?

The sharpest disagreement: Foreign institutions moved −3.4 points over 8 quarters while the operating story went the other way — someone close to the numbers is not convinced. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 31 July 2026.

Is Sanofi Consumer Healthcare India Ltd a stock worth studying right now?

This is not investment advice. The machine read: Sanofi Consumer Healthcare India Ltd is coiled. The quarters are improving, yet the P/E sits at the 1st percentile of its own 1-year range — the business is moving before the market. The sharpest open question: whether the register turns back in the story’s favour. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 31 July 2026.

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