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Earnings Call

Sonata Software Earnings Call: Key Takeaways

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.

Highlights
Revenue growthFY26 Consolidated Revenue ₹10,701 cr, up 5.4% YoY.
MarginsInternational EBITDA margins improved to 20.2% in Q4 FY26.
Order bookTwo large deals won in Q4 FY26 in Fintech and PE.
Demand visibilityActive pipeline includes 43% large deals; 37% with Fortune 500.
Management confidenceStrong confidence in AI-led pipeline and modernization strategy.

Growth

FY26 consolidated Revenue grew 5.4% YoY to ₹10,701.2 cr; PAT grew 9.3% YoY to ₹464.4 cr.

Outlook

Recommended 415% final dividend for FY26. Target Net Zero emissions by 2050; targeting 18.0% CAGR in Domestic Business.

Risks

International services attrition remains at 11%; dependency on Microsoft ecosystem; potential headwinds in global tech spending.

Source

Earnings Call filed with BSE, NSE: SONATSOFTW. Summary written with AI assistance from the document.

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Sonata Software Ltd: key numbers

Share price
₹279.90
Market cap
₹7,849 Cr
Revenue (annual)
₹10,701 Cr
Net profit (annual)
₹464.4 Cr
P/E (TTM)
16.9×Sector 22.1×
Promoter holding
28.17%+0.00% QoQ
FII holding
9.17%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Partnership

Sonata Software Partnership

Sonata Software's subsidiary, Sonata Information Technology Limited, has signed a five-year strategic collaboration agreement with AWS to accelerate cloud modernization across India.

Execution
5 years