ALFA Finder| Revenue growth | 10.6% YoY consolidated growth; 42.4% QoQ domestic growth. |
|---|---|
| Margins | Consolidated EBITDA margin dropped to 5.5% from 8.2% QoQ. |
| Order book | International book-to-bill at 1.18x. |
| Demand visibility | AI-led pipeline of $340M, growing 21% QoQ. |
| Management confidence | High focus on 'Engineering the AI Enterprise' positioning. |
Growth
Consolidated revenue grew 10.6% YoY and 29.3% QoQ. Domestic business revenue surged 42.4% QoQ to ₹2,505.6 Cr.
Outlook
Management targeting Net Zero Emission by 2050. Pipeline remains healthy with 37% of active pipeline consisting of large deals.
Risks
International services saw a 0.5% QoQ revenue decline. EBITDA margins contracted QoQ across all segments.
Last quarter's promises, checked
Delivered
- Guided domestic return to growth → delivered 42.4% QoQ growth (= BEAT)
- Guided stable international EBITDA margin → delivered 20.2% (= BEAT)
- Guided 90%+ utilization → delivered 91.8% (= BEAT)
Partly delivered
- Guided AI pipeline conversion → delivered $340M pipeline but margin contraction (= PARTIAL)
Missed
- Guided international growth trajectory → delivered -0.5% QoQ revenue (= MISS)
- Guided consolidated EBITDA maintenance → delivered 5.5% vs 8.2% QoQ (= MISS)
Investor Presentation 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.