| 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
- ₹248.90
- Market cap
- ₹6,980 Cr
- Revenue (annual)
- ₹10,701 Cr
- Net profit (annual)
- ₹464.4 Cr
- P/E (TTM)
- 15.1×Sector 21.8×
- 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.
More from Sonata Software Ltd
All →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
Sonata Software Acquisition
Sonata Software Limited announced that the merger of its wholly-owned subsidiary, Encore I.T. Services Solutions Private Limited, became effective on August 14, 2026.
Sonata Software Management Change
Sonata Software has appointed Hariprasad Rebala as its new Chief AI Officer. The appointment aims to accelerate the company's transformation into an AI-native enterprise.
Sonata Software Earnings Call Transcript: Key Takeaways
Sonata Software reports flat sequential International growth and margin pressure due to high AI investments and large deal delays, despite a 10% YoY consolidated revenue increase.
Sonata Software Dividend
Sonata Software Limited declared an interim dividend of Rs. 1.25 per equity share for FY 2026-27. The record date is set for August 14, 2026.
Sonata Software Employee Stock Options
Sonata Software Limited announced the grant of 203,333 stock options to eligible employees under the Sonata Employee Stock Option Plan 2013.