🧠 At a Glance:
Formed via demerger in 2023,Sanofi Consumer Healthcare India Ltd (SCHIL)is the newly minted OTC pharma kid on the block. With 111% ROCE, nearly ₹170 Cr PAT in its first year, and awhopping 70% dividend payout, it’s acting like a sugar daddy — but its 63x P/E tells us the market already priced in a Nobel Prize.
🏭 About the Company
- Sector:Pharmaceuticals (OTC / Consumer Health)
- Incorporated:2023 (via demerger from Sanofi India Ltd)
- Business:Self-care solutions in pain relief, wellness, allergy, etc.
- Flagship Products:Combiflam, Allegra, Enterogermina, and other household Rx legends now OTC.
It’s like your neighbourhood chemist got VC-funded and started branding his Crocin.
🧔 Key Managerial Personnel
- Chairman & Non-Exec:Rajaram Narayanan (CEO of Sanofi India pre-demerger)
- MD & CEO:Neeraj Sharma (post-demerger lead)
- CFO:Probably someone with a calculator and a dividend fetish.
💸 Financials (FY24 + TTM since incorporation)
| ₹ in Cr | Dec 2023 (8M) | Dec 2024 | TTM |
|---|---|---|---|
| Revenue | 555 | 724 | 668 |
| EBITDA | 219 | 271 | 253 |
| PAT | 165 | 181 | 168 |
| OPM % | 39% | 37% | 38% |
| EPS (₹) | — | 78.59 | 73.08 |
| ROCE % | — | 111% | 111% |
| ROE % | — | 84% | 84% |
💰 This company was born rich — no startup struggle, just straight to 💸₹11,798 Cr market capand premium margins.
🏦 Balance Sheet
| ₹ in Cr | Dec 2023 | Dec 2024 |
|---|---|---|
| Equity Capital | 2 | 23 |
| Reserves | 206 | 250 |
| Borrowings | 0 | 20 |
| Fixed Assets | 5 | 29 |
| Total Liabilities | 345 | 431 |
| Total Assets | 345 | 431 |
Capital-light with just ₹29 Cr fixed assets and ₹250 Cr reserves — and yet ₹11,798 Cr market cap. That’s472x reserves. IPO bros could never.
💸 Cash Flow Overview
| ₹ in Cr | Dec 2023 | Dec 2024 |
|---|---|---|
| CFO | -0 | 439 |
| CFI | 0 | 2 |
| CFF | 2 | -116 |
| Net Cash Flow | 2 | 325 |
To Read Full 16 Point ArticleBecome a member