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Mar 31, 2025
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Sanofi Q1 2025 Earnings Report
Sanofi reported strong sales and earnings growth in Q1 2025, driven by successful pharmaceutical launches and robust Dupixent performance.
Key Takeaways
Sanofi delivered a solid Q1 2025 performance with 10.8% revenue growth and a 17% increase in non-GAAP EPS, supported by strong momentum in its pharma pipeline and immunology portfolio.
Pharma launches surged 44%, led by ALTUVIIIO and other new therapies.
Dupixent reached €3.48B in sales, growing 20.3% YoY.
Business EPS jumped to €1.79, signaling a strong earnings rebound.
Sanofi reaffirmed 2025 guidance, with sales and EPS growth targets intact.
Revenue by Segment
Forward Guidance
Sanofi confirmed its 2025 guidance, projecting mid-to-high single-digit sales growth and low double-digit growth in business EPS at constant exchange rates.
Positive Outlook
- Strong sales momentum from newly launched pharmaceuticals.
- Expected continued growth from Dupixent, including new indications.
- Pipeline expansion with six regulatory approvals in Q1.
- Ongoing €5B share buyback supporting EPS.
- Operational leverage from higher gross margins and controlled expenses.
Challenges Ahead
- Headwinds from biosimilar competition in legacy products like Lovenox.
- Decline in sales in China due to reimbursement and procurement policies.
- Continued erosion in older products such as Aubagio and Eloctate.
- Currency impacts forecasted at -1% to -2% on sales and EPS.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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