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SANOFI CONS HEALTHC IND L (SANOFICONR) Fair Value & Analysis

Healthcare · IN · Market cap ₹107B

SC SANOFI CONS HEALTHC IND L SANOFICONR · NSE
Price₹4,363
Fair Value₹2,031
Upside-53.5%
Quality89/100
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Healthy Growth
Highly profitable · 27.6% net margin
generates free cash flow
Mixed vs. peers (7/13)
Wide moat 100/100
Evidence: Medium Range ₹1,324 – ₹4,381 Share as image

Fair value as of: Aug 13, 2026

From 26 valuation models · updated 4 days ago

Fair value updated Aug 13, 2026, revised from ₹1,896 to ₹2,031 (+7.1%) since Aug 8, 2026. Share price −4.5% over the past month.

A strong business, but screening 53% overvalued on our models.

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What matters now

  • A high-quality business (quality 89/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The model range is unusually wide (₹1,324 to ₹4,381). The outcome hinges heavily on assumptions, so read the point estimate with caution.
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Price vs Fair Value (23 months)

₹5,610 ₹3,939 Fair Value ₹2,031 Sep 2024 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

23‑month range ₹3,939 – ₹5,610 · fair‑value band ₹1,324 – ₹4,381 · the ₹4,363 price screens above the ₹2,031 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

SANOFI CONS HEALTHC IND L (SANOFICONR) currently trades at ₹4,363, while our model-based Fair Value estimate is ₹2,031, implying the stock looks roughly 53.5% overvalued today. The Quality Score stands at 89/100 (high quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, SANOFI CONS HEALTHC IND L generated revenue of ₹9.3B at a net margin of 27.6%. Revenue grew 32.8% year over year. It earns a return on equity of 73.1%. The balance sheet holds a net cash position of ₹3.5B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹1,324 (bear case) to ₹4,381 (bull case); at ₹4,363, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 20% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -20% fair-value upside, at -53%, SANOFICONR screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ₹803.28 ₹1,151 ₹16,033 76
Growth DCF ₹1,403 ₹2,469 ₹4,625 72
Gordon GGM ₹505.13 ₹1,050 ₹1,666 70
All 26 models by family
DCF Models
FCF DCF ₹1,481 ₹2,237 ₹4,645 38
Owner Earnings ₹1,827 ₹3,951 ₹8,408 31
5Y Revenue Exit ₹1,167 ₹1,899 ₹3,419 39
5Y EBITDA Exit ₹1,581 ₹2,740 ₹5,001 41
5Y P/E Exit ₹1,815 ₹3,953 ₹6,874 38
10Y Revenue Exit ₹1,237 ₹2,480 ₹3,309 36
10Y EBITDA Exit ₹1,574 ₹3,362 ₹6,610 37
10Y P/E Exit ₹1,744 ₹3,860 ₹7,509 35
Earnings-Based
Graham-Dodd ₹708.92 ₹4,944 ₹6,938 54
Lynch FV ₹1,796 ₹2,566 ₹3,335 50
PEG = 1.0 ₹1,796 ₹2,566 ₹3,335 46
EPV ₹1,061 ₹1,210 ₹1,341 59
Dividend Discount
Gordon GGM ₹505.13 ₹1,050 ₹1,666 70
DDM Multi-Stage ₹505.13 ₹885.61 ₹1,102 61
Multiples
P/E Multiple ₹1,720 ₹2,294 ₹2,867 63
P/S Multiple ₹1,001 ₹1,335 ₹1,669 58
P/B Multiple ₹562.73 ₹750.31 ₹937.88 55
EV/EBIT ₹1,809 ₹2,357 ₹2,906 53
EV/EBITDA ₹1,572 ₹2,041 ₹2,511 54
EV/Revenue ₹963.86 ₹1,307 ₹1,650 43
Asset-Based
NCAV (Graham) ₹83.37 ₹111.71 ₹166.73 50
Growth DCF
Growth DCF ₹1,403 ₹2,469 ₹4,625 72
Rev-Margin DCF ₹1,167 ₹2,149 ₹3,919 67
Economic Profit
Residual Income ₹803.28 ₹1,151 ₹16,033 76
ROIC Compounder ₹1,065 ₹1,221 ₹1,362 67
Growth Earnings
Growth-Adj P/E ₹2,359 ₹3,370 ₹4,381 68

Widest divergence: Growth Earnings (₹3,370) versus Asset-Based (₹111.71). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹9.3B
Revenue growth (YoY) +32.8%
Net margin 27.6%
Return on equity 73.1%
Free cash flow ₹1.8B FY2025
P/E ratio 38.8
More key figures
Operating margin 37.4%
EPS (TTM) ₹112.18
EPS growth (YoY) +35.7%
Net cash ₹3.5B FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 89/100

Of which business quality 84 · Market factors (momentum, volatility) 41

Profitability 100
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 70
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 34
Price trend over the last 3–12 months (market factor)
52W Momentum 23
Distance to the 52-week high (market factor)
Net Issuance 80
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Sanofi Consumer Healthcare India Limited operates as a fast-moving consumer healthcare company in India. The company offers products in the allergy, physical wellness, and pain care segments under Allegra, Combiflam, Avil, DePURA, Festal, and other brand names through distributors, wholesalers, government institutions and hospitals, pharmacy chains, and …

Full company description

Sanofi Consumer Healthcare India Limited operates as a fast-moving consumer healthcare company in India. The company offers products in the allergy, physical wellness, and pain care segments under Allegra, Combiflam, Avil, DePURA, Festal, and other brand names through distributors, wholesalers, government institutions and hospitals, pharmacy chains, and e-commerce platforms. The company was incorporated in 2023 and is based in Mumbai, India. Sanofi Consumer Healthcare India Limited operates as a subsidiary of Opella Healthcare Participations B.V.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2023 – FY2025 · reported fiscal years

SANOFI CONS HEALTHC IND L reported revenue of ₹8.8B in FY2025 versus ₹5.4B in FY2023, a compound +27.0%/yr. Reported net income was ₹2.4B in FY2025, compounding +20.7%/yr from FY2023.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
₹8.8B
Latest YoY
+22.6%
Revenue +27.0%/yr
FY23 ₹5.4B
FY24 ₹7.2B
FY25 ₹8.8B
Net income +20.7%/yr
FY23 ₹1.6B
FY24 ₹1.8B
FY25 ₹2.4B

SANOFICONR screens 53% overvalued. Compare with Eli Lilly and Company →

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Cite: Fair Value Calculator (2026). "SANOFI CONS HEALTHC IND L Fair Value". https://www.fairvalue-calculator.com/stock/SANOFICONR

Peer Group

Drug Manufacturers - General · 77 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 89 · Top 25%
Fair Value upside −54% · Below median
Return on equity (TTM) 73% · Top 25%
Return on assets 38% · Top 25%
Net margin (TTM) 28% · Top 25%
Operating margin (TTM) 37% · Top 25%
Revenue growth 33% · Top 25%
Dividend yield (TTM) 1.2% · Below median

Valuation Multiples vs Drug Manufacturers - General median · lower = cheaper

P/E (TTM) 38.8× · Pricier than median
P/B 27.78× · Pricier than 75% of peers
P/S (TTM) 11.41× · Pricier than 75% of peers
P/FCF 0.6× · Cheaper than median
EV/EBITDA 30.7× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 100 · sector 25
PAST 100 · sector 49
HEALTH 0 · sector 94
DIVIDEND 24 · sector 45

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Drug Manufacturers - General stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Eli Lilly and Company LLY $1,220 $389.47 -68%
Johnson & Johnson, JNJ $260.86 $169.04 -35%
AbbVie Inc ABBV $248.76 $67.72 -73%
Roche Holding 1RO €392.80 €240.14 -39%
Merck & Co MRK €115.42 €118.21 +2%
Novartis AG NVSN 2,742 MXN 1,964 MXN -28%
AstraZeneca PLC AZN $158.50 $127.32 -20%
Novo Nordisk A/S NOVOB kr 299.50 kr 409.46 +37%
Sanofi SNYN 770.00 MXN 1,041 MXN +35%
GSK plc GSKN 917.00 MXN 879.08 MXN -4%

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Frequently asked questions

Is SANOFI CONS HEALTHC IND L (SANOFICONR) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹2,031 versus a price of ₹4,363, about −53% (overvalued).
What is the fair value of SANOFICONR?
Our model-based fair value for SANOFI CONS HEALTHC IND L is ₹2,031 (as of Aug 13, 2026), built from audited fundamentals. The current price is ₹4,363.
What is the quality score of SANOFICONR?
SANOFI CONS HEALTHC IND L has a Quality Score of 89/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of SANOFI CONS HEALTHC IND L (SANOFICONR)?
SANOFI CONS HEALTHC IND L reported trailing-twelve-month revenue of about ₹9.3B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of SANOFICONR?
The net profit margin of SANOFI CONS HEALTHC IND L is about 27.6%, meaning it keeps roughly 27.6% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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