| 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
- ₹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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