S

SANOFI CONS HEALTHC IND L

SANOFICONRNSE
Market snapshot · 2026-08-11 13:00 UTC

4,553.00

+₹47.10 (+1.05%)

MARKET CAP

₹10.50K Cr

STOCK P/E

39.5x

52W HIGH

₹5,357.00

52W LOW

₹3,975.00

BOOK VALUE

₹151.04

EPS

₹115.35

ROE

87.95%

SECTOR

Health Care

DEBT/EQUITY

5.98

VOLUME

2,734

P/B RATIO

30.14x

PEG RATIO

2.97

Sector

Health Care

Themes

Pharmaceuticals
D
Dividend
₹5,143.35₹4,853.34₹4,563.33₹4,273.31₹3,983.30VolumeDAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for SANOFICONR.

1.00 analysts

Price Forecast

Current
₹4,553
High Target
₹5,855
▲ +28.6%
Median Target
₹5,855
▲ +28.6%
Low Target
₹5,855
▲ +28.6%
Now₹4,553High ₹5,855Median ₹5,855Low ₹5,855Aug '25Now12M Target
Price history (1Y)
Analyst target range
1 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹3,816 - ₹5,62980%
6M₹3,584 - ₹6,21080%
12M₹3,314 - ₹7,21180%
Realized vol: +30.3% · Drift: +11.7%

Revenue Forecast

₹ Cr
Mar '26Current₹229.0
Sep 2026 ETrend estimate range
High₹358.4Base₹331.8Low₹305.3
Jun '25: ₹221.0 · Sep '25: ₹234.0 · Dec '25: ₹251.0 · Mar '26: ₹229.0 · Sep '26: ₹331.8 · Dec '26: ₹355.9
Jun '25Sep '25Dec '25Mar '26Sep '26 EDec '26 E221.0234.0251.0229.0331.8355.9
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Mar '26Current₹29.44
Sep 2026 ETrend estimate range
High₹43.39Base₹38.74Low₹34.10
Jun '25: ₹26.36 · Sep '25: ₹27.31 · Dec '25: ₹28.87 · Mar '26: ₹29.44 · Sep '26: ₹38.74 · Dec '26: ₹40.96
Jun '25Sep '25Dec '25Mar '26Sep '26 EDec '26 E26.3627.3128.8729.4438.7440.96
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Supportive
83%
Analyst Consensus
Positive

From 1 analysts

Mean upside+28.6%

Fundamentals

Strong

Fundamentals institutional score is 100 using EVA spread proxy 76.0%; growth durability 99.5.

Valuation

Attractive relative to peers

Valuation institutional score is 83 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Positive

Analyst View institutional score is 97 using mean target upside 28.6%; dispersion penalty 0; recommendation breadth from available consensus.

Technical Structure

Mixed Momentum

Technicals institutional score is 47 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Unavailable

This data source has not been supplied for the decision payload.

Signal Summary

Market intelligence remains Supportive. fundamentals and valuation provide support, while technical structure remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals StrongValuation Attractive relative to peersAnalyst Consensus PositiveTechnical Structure Mixed Momentum

Key Data Points

Mean Target Price5,855 target
Mean Upside+28.6%
Technical Score47%
Fundamental Score100%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 2.9% below historical median. Valuation is stable — currently in the strongly undervalued zone (z-score: -0.49). Confidence: 94%.

Live forward EPS implies next-12-month EPS of ₹133.90. Applying the stock's normalized valuation corridor produces a fair range of ₹5,299.76 to ₹5,588.99, with base value near ₹5,445.71 (+19.6% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹133.90

Forward P/E

34.0x

Base Fair Value

₹5,445.71

Fair Range

₹5,299.76 - ₹5,588.99

Upside To Base

+19.6%

Estimate Source

Live forward EPS

Growth Estimate

+13.3%

P/E
Strongly Undervalued

5Y Average

40.66

Current

39.47

Overvalued

41.74

Undervalued

39.58

EV/EBITDA
Strongly Undervalued

5Y Average

29.46

Current

28.61

Overvalued

30.14

Undervalued

28.50

P/S
Undervalued

5Y Average

11.37

Current

11.06

Overvalued

13.08

Undervalued

9.67

Peers & Comparison

Sector: Health Care · Theme: Pharmaceuticals

Pharmaceuticals Peers8 peers
Avg P/E: 62.2x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
CAPLIN POINT LAB LTD.
CAPLIPOINTPharmaceuticals
+19.0%29.3%
31.2x
Undervalued
-50% vs avg
+22.8%
ALIVUS LIFE SCIENCES LTD
ALIVUSPharmaceuticals
+6.4%23.3%
27.5x
Undervalued
-56% vs avg
+43.2%
AKUMS DRUGS AND PHARMA L
AKUMSPharmaceuticals
+9.6%5.9%
43.6x
Undervalued
-30% vs avg
+51.8%
BLUE JET HEALTHCARE LTD
BLUEJETPharmaceuticals
-17.4%26.5%
43.6x
Undervalued
-30% vs avg
-25.8%
IPCA LABORATORIES LTD
IPCALABPharmaceuticals
+6.3%11.8%
38.8x
Undervalued
-38% vs avg
+22.5%
AJANTA PHARMA LIMITED
AJANTPHARMPharmaceuticals
+24.8%19.6%
38.5x
Undervalued
-38% vs avg
+30.0%
ASTRAZENECA PHARMA IND LT
ASTRAZENPharmaceuticals
+20.4%8.2%
106.8x
Premium
+72% vs avg
-6.7%
COHANCE LIFESCIENCES LTD
COHANCEPharmaceuticals
-23.1%5.0%
167.5x
Premium
+169% vs avg
-52.5%
WHY THESE PEERS

SANOFI CONS HEALTHC IND L trades at a discount (39.5x vs peer avg 62.2x), suggesting potential undervaluation relative to the Pharmaceuticals cohort. Peers include CAPLIN POINT LAB LTD., ALIVUS LIFE SCIENCES LTD, AKUMS DRUGS AND PHARMA L — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹229 CrMar 2026

Latest net profit

₹68 CrMar 2026

Latest EPS

₹29.44Mar 2026

Net margin

37.4%Mar 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q4 '25Q1 '26Q2 '26Q3 '26Q4 '260.0%10.0%20.0%30.0%40.0%0.00 Cr65 Cr130 Cr195 Cr260 Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q4 '25Q1 '26Q2 '26Q3 '26Q4 '260.00 Cr65 Cr130 Cr195 Cr260 Cr₹0₹8₹16₹24₹32
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOperatingprofitOther incomeInterestProfitbefore taxTax & otherNet Profit0.00 Cr60 Cr120 Cr180 Cr240 Cr

Latest reported period: Mar 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Debt free
20242025-150 Cr0.00 Cr150 Cr300 Cr450 Cr
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales100210225222164160171173221234251229
Expenses65.611613514010196.8109109151149159140
Operating Profit34.393.988.880.962.561.661.16267.281.788.885.6
OPM %34.2%44.65%39.54%36.51%38.02%38.52%35.79%35.92%30.42%34.93%35.38%37.35%
Other Income0.21.32.630.84.255.25.634.65.6
Interest0.13.40.40.40.50.60.50.5
Depreciation0.40.70.70.91.11.51233.33.43.2
Profit before tax34.595.291.483.963.262.465.766.872.384.192.990.7
Tax %25.22%25.21%23.74%25.27%15.66%25.96%28.16%25.15%25.17%25.21%25.83%25.25%
Net Profit25.871.269.762.753.346.247.25054.162.968.967.8
EPS in Rs11.1930.9229.4827.2212.5819.5219.2521.6926.3627.3128.8729.44

All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.

Shareholding Pattern

HolderMar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters60.40%71.27%71.27%71.27%71.27%
FII4.52%3.24%2.93%2.83%2.75%
DII24.90%16.89%17.22%17.33%17.58%
Public6.58%6.30%6.26%6.25%6.26%
Others3.60%2.30%2.32%2.32%2.14%
Mar 2026
Promoters
FII
DII
Public
Others