Sanofi India Ltd — Investor Presentation 2021

Mar 17, 2021

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17[th] March 2021

The Secretary Bombay Stock Exchange Limited Phiroze Jeejeebhoy Towers Dalal Street, Mumbai 400 001

The Secretary The National Stock Exchange of India Limited Exchange Plaza, 5[th] Floor Plot No. C/1, G Block Bandra-Kurla Complex Bandra East, Mumbai 400 050

Investor Webinar Presentation

Dear Sirs

We refer to our letter dated 24[th ] February 2021 intimating you the details of the investor webinar which was scheduled today.

Pursuant to the Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, the presentation made by the Company at the investor webinar is enclosed for your reference.

Kindly take the above information on record.

Thanking you,

Yours faithfully

For SANOFI INDIA LIMITED

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GIRISH TEKCHANDANI COMPANY SECRETARY

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Sanofi India Limited 17th March Investor Webinar

Sanofi India

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OVER TOP BRANDS
65 4 3
YEARS PHARMA WITHIN
OF COMMITMENT MNC TOP 100 GMP compliant
IN INDIA
manufacturing site
~INR 27.22 Billion total net sales - India business including
export (~INR 5.7 Billion)
SIL - listed company with INR 190 Billion Market Capitalization
2900+ employees including 2,200+ commercial staff
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Sanofi HQ,
Mumbai
Goa SALES CAGR (’14 – ’19)
Manufacturing Unit Domestic : 8%
Exports : 11%
2
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Pan India footprint - Sanofi reaching 2,500 distributors and 100,000 pharmacies

Strong Industrial presence: 1 Pharma manufacturing site, 18 CMOs

Strength of legacy brands: ~70% of SIL sales stemming from top 7 brands- well entrenched in stakeholder minds (HCP+patients)

*Market cap as on 15[th] Mar 2021

2020 focus on what we could control: 4-S

KEY PRIORITIES

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1
SAFETY
of our employees
and partners
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2
SUPPLY
of our medicines
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3
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SERVICE to customers and community

4 SKILLS to win as we transform

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Key Business Priorities

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1 2
Accelerate Selective & profitable
Diabetes growth in Established
Products
Focus on Growth Accelerate efficiency
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3
Build Consumer
Healthcare
Lead with innovation
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4

Source: Internal SIL

SIL portfolio and playground: Performance vs. Market Despite Covid, key SIL brands’ growth consistently outperformed market

SIL remained insulated, posting higher than IPM market growth in 2020

	MAT Dec’20
	SIL IPM
	8% 4%
	Brand Market
	20% 8%
	9% 12%
	9% -0.03%
	6% -5%
	10% 6%
	-3% 11%
	-13% -9%

Source: IQVIA Secondary Sales Audit, Period: MAT Dec 2020, Value gr% Cardace and Amaryl are at group level

Highlighted in green = Brand growth higher than market growth

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SIL Performance

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+5%
+10%
-4%
+11%
+3% 28,427
27,225
25,940
22,573 23,268
2016 2017 2018 2019 2020
+7% -1%
+7% +10% +8% +23% +9% -33%
+2%
+5%
21,548 8,441
19,986 7,743
18,197
16,573 16,970 6,000 6,298 5,676
2016 2017 2018 2019 2020 2016 2017 2018 2019 2020
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Net Sales
Domestic Sales Export Sales
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Ke ratios y

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Key Healthcare trends in India

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1 2
Therapies Geographies
Chronic therapies Lower tier markets
are driving market growth witnessing higher growth
Growth:
✓ Tier 2-6 & rural markets >12%
✓ Metro/ class1 towns 2-4%
4
Big jump in online pharmacies [3]
Use of online pharmacies Households using online
Pharmacies
PRE COVID POST COVID
~9 Mn ~70 Mn
7% 15%
Cardiac and
hypertension
patients drive
the trend for
online May ‘20 Expected By 2025
pharmacies both as per FICCI
during and post
lockdown
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3
HCPs interaction
Pharma Patients
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• Preference for Hybrid model • Increasing adoption of interaction Telehealth – 63% F2F; 21% Phone; 16% • 30% patients would opt for Online platforms[1] teleconsultation post

• • Increasing lockdown also)[3] adoption of digital channels

• 5 Regulatory environment • >2X increase in Healthcare Budget in 2021

   - ₹94K cr → ₹223K Cr
  

  • % GDP spend on HC increasing from 1.5% to 1.8%

  • • New scheme for nutrition & wellness

  • • Ayushman Bharat improving access

  • • NLEM revision this year ~~• Margin capping for Pharma~~ 8

1IPSOS Survey (June 2020) 2Bain report based on THB physician survey 3IQVIA Survey

Sanofi India – Strategic pillars

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Diabetes Shape insulins
1 market and grow share.2014-17 Go to Market Hybrid field 2
Targeted assets in the rest of the rep and new channels
portfolio for profitable growth
Digital customer engagement customer
3 Digital & partnerships Play To win culture and people 4
engagement & partnerships
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Non negotiables

PROFITABLE GROWTH COMPETITIVE GROWTH RESPONSIBLE GROWTH

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Interactive Q&A

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Thank You!

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