Sonata Software
International USD revenue was near-flat (+1% QoQ, +0.9% YoY, cc +0.1%) despite resilience rhetoric. Domestic gross contribution rose 19.3% YoY. Margins remain near 15%, well below the 18-20% aspiration.
ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Sonata Software earnings call we streamed: the live audio and our summary of what management said.
International USD revenue was near-flat (+1% QoQ, +0.9% YoY, cc +0.1%) despite resilience rhetoric. Domestic gross contribution rose 19.3% YoY. Margins remain near 15%, well below the 18-20% aspiration.
International USD revenue was near-flat (+1% QoQ, +0.9% YoY, cc +0.1%) despite resilience rhetoric. Domestic gross contribution rose 19.3% YoY. Margins remain near 15%, well below the 18-20% aspiration.
No quantified forward guidance; margin uplift and 20-25% domestic growth were deflected. AWS 'doubling' has no timeframe.
Sonata Software reports flat sequential International growth and margin pressure due to high AI investments and large deal delays, despite a 10% YoY consolidated revenue increase.
Sonata Software navigated a challenging FY26 with a leadership transition, leveraging an AI-first strategy to offset headwinds in BFSI and TMT segments.
Sonata Software reported Q4 FY26 consolidated revenue of ₹2,536.2 Cr, with full-year PAT growth of 9.3%. Strategy focuses on AI-led modernization and international expansion under new CEO Rajsekhar Datta Roy.
Sonata Software navigates a leadership transition and macro headwinds while pivoting heavily toward AI-led services, which now account for 18% of their total order book.
Sonata Software reported Q4 FY26 consolidated PAT of ₹130.5 cr, growing 25% QoQ. The company is positioning itself as an 'AI-First' modernization engineering firm with strong Cloud & Data scaling.
Sonata Software Q4 FY26 results show consolidated PAT grew 25% QoQ and 9.3% YoY. The company is positioning as an 'AI-First' modernization firm with a significant final dividend of 415%.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.