| Revenue growth | International revenue flat QoQ in USD; Rupee revenue up 5.5%. |
|---|---|
| Margins | International EBITDA improved 70bps to 20.2% via operational efficiencies. |
| Order book | Q4 order book at $95 million; AI-led orders reached $16.9 million. |
| Demand visibility | Encouraging pipeline in digital and AI-led initiatives; decision cycles remain elongated. |
| Management confidence | Balanced; cautious optimism regarding AI-led transformation despite macro headwinds. |
Growth
International services grew 5.5% QoQ in Rupee terms, while domestic growth was muted by a major OEM direct billing shift.
Outlook
Management expects gradual growth improvement in FY27, targeting sustained EBITDA margins around current levels of 18-20%.
Risks
Prolonged decision cycles in AI, client-specific budget contractions in BFSI, and high dependency on Microsoft ecosystem.
Earnings Call filed with NSE, NSE: SONATSOFTW. Summary written with AI assistance from the document.
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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