ALFA Finder| Revenue growth | Rupee revenue grew 4.2% YoY in International Services. |
|---|---|
| Margins | International EBITDA margins improved 70bps QoQ to 20.2%. |
| Order book | AI-led order book reached $49 million in FY26. |
| Demand visibility | Strong pipeline in AI; cautious optimism for medium-term recovery. |
| Management confidence | Confident but cautious due to elongated client decision cycles. |
Growth
International services saw 4.2% YoY rupee revenue growth; domestic business rose 5.9% despite losing a major direct-billing OEM partner.
Outlook
Management maintains a 20%+ EBITDA margin target for International Services while focusing on $49 million in AI-led order bookings.
Risks
Prolonged client decision cycles and high exposure to BFSI/RMD sectors present immediate revenue volatility and margin pressure from AI investments.
Earnings Call filed with NSE, NSE: SONATSOFTW. Summary written with AI assistance from the document.
Sonata Software Ltd: key numbers
- Share price
- ₹254.00
- Market cap
- ₹7,123 Cr
- Revenue (annual)
- ₹10,701 Cr
- Net profit (annual)
- ₹464.4 Cr
- P/E (TTM)
- 15.5×Sector 23.6×
- Promoter holding
- 28.17%+0.00% QoQ
- FII holding
- 8.84%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sonata Software Ltd
All →Sonata Software Earnings Call Transcript: Key Takeaways
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.
Sonata Software Dividend
Sonata Software declared an interim dividend of Rs 1.25 per share for FY2026-27. Record date is November 11, 2026, with payment by December 3, 2026.
Sonata Software Q2 FY27 Results: Net Profit ₹116.4 Cr, Down 3.2% YoY
Sonata Software Ltd reported revenue from operations of ₹2,445 Cr (+15.4% YoY) and net profit of ₹116.4 Cr (-3.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹116.4 Cr · -3.2% YoY
Sonata Software Board Meeting Date
Sonata Software will hold its Board Meeting on 5 November 2026 to consider Q2/H1 results and a possible second interim dividend. The agenda items are proposed and no outcome has been decided yet.
Sonata Software Other Announcement
The company filed its quarterly shareholding pattern under SEBI Regulation 31(1)(b) for the period ended 30 September 2026.
Sonata Software Business Update
Sonata Software has been named to the 2026–2027 Microsoft AI Business Solutions Inner Circle, marking its sixth recognition in this program.