ALFA Finder| Revenue growth | Intl USD +1% QoQ, +0.9% YoY; cc +0.1%; near-flat organic. |
|---|---|
| Margins | Intl EBITDA 15.5% vs 15.4% QoQ; one-offs ~150bps; aspiration 18-20%. |
| Order book | Order book 98.5M, book-to-bill 1.18x; top account ~25% of it. |
| Demand visibility | Pipeline 358M; Q3 BFSI/TMT headwinds; mid-size decisions lengthening. |
| Management confidence | Over-optimistic; resilience and inflection claims outpace flat numbers. |
Growth
Intl USD $82.8M: +1% QoQ, +0.9% YoY (cc +0.1%). Domestic GC ₹82 Cr, +19.3% YoY. Consolidated revenue +15.4% YoY.
Outlook
No quantified forward guidance; margin uplift and 20-25% domestic growth were deflected. AWS 'doubling' has no timeframe.
Risks
Top-account ramp-down; Q3 BFSI/TMT headwinds; top account ~25% of order book; margin 15.5% vs 18-20% aspiration.
Earnings Call Transcript filed with NSE, NSE: SONATSOFTW. Summary written with AI assistance from the document.
Sonata Software Ltd: key numbers
- Share price
- ₹239.61
- Market cap
- ₹6,719 Cr
- Revenue (annual)
- ₹10,701 Cr
- Net profit (annual)
- ₹464.4 Cr
- P/E (TTM)
- 14.6×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 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.
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