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Sonata Software Limited Q2 FY26 earnings call summary

NSE: SONATSOFTW · BSE: 532221

Earnings call of 14 Nov 2025, summarised by AI from the filing.

Sonata Software Q2 FY26 consolidated PAT ₹120.2 cr, up 10% QoQ; EBITDA margin 17.3%, expects further accretion in Q3.

Key takeaways

  1. Consolidated PAT ₹120.2 cr (Q1 FY26: ₹109.3 cr), growth of 10% QoQ and 12.9% YoY.
  2. EBITDA margin International Services EBITDA margin at 17.3%, up 70 bps QoQ; expects further accretion in Q3.
  3. BFSI headwind Largest BFSI client ramp down largely absorbed in Q2, tail into Q3.
  4. AI order book AI order book grew from 8% in Q1 to 10% in Q2, driving growth.
  5. Microsoft risk Microsoft may take 10-15 accounts direct in India, impacting SITL business.

Original filing on BSE

Sonata Software Limited Q1 FY27 results

As filed: Revenue ₹3,279 cr (+11% year on year), EBITDA ₹171 cr (+7% year on year), PAT ₹108 cr (−1% year on year), EBITDA margin 5.2% (−19 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹2,536 cr (−3% year on year), EBITDA ₹209 cr (+21% year on year), PAT ₹131 cr (+34% year on year), EBITDA margin 8.2% (+162 bps). Score 60 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA and profit before exceptional items growth were well above it. EBITDA margin rose 162 bps year on year. Revenue fell 18% from last quarter. Share price after the results: −1.9% in 29 days (Nifty 500: −3.2%).
  • Q3 FY26: Revenue ₹3,081 cr (+8% year on year), EBITDA ₹200 cr (+22% year on year), PAT ₹104 cr (+26% year on year), EBITDA margin 6.5% (+73 bps). Score 68 of 100, Above trend. Revenue growth was below the company's own trend; EBITDA and profit before exceptional items growth were well above it. EBITDA margin rose 73 bps year on year. Consolidated profit -1% but standalone +451%. Revenue grew on the previous quarter, against its usual seasonal pattern. Revenue rose ₹238 cr on a year ago, against ₹350 cr the year before. Share price after the results: −19.4% in 28 days (Nifty 500: −4.1%).
  • Q2 FY26: Revenue ₹2,119 cr (−2% year on year), EBITDA ₹173 cr (−2% year on year), PAT ₹120 cr (+13% year on year), EBITDA margin 8.2% (+1 bps). Score 39 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin was flat year on year. Revenue fell 29% from last quarter. Revenue rose ₹-51.0 cr on a year ago, against ₹257 cr the year before. Share price after the results: −10.1% in 29 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹2,965 cr (+17% year on year), EBITDA ₹160 cr (−9% year on year), PAT ₹109 cr (+3% year on year), EBITDA margin 5.4% (−157 bps). Score 48 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 157 bps year on year. Share price after the results: −15.2% in 30 days (Nifty 500: −2.5%).
  • Q4 FY25: Revenue ₹2,617 cr (+19% year on year), EBITDA ₹173 cr (+19% year on year), PAT ₹108 cr (−2% year on year), EBITDA margin 6.6% (0 bps). Score 67 of 100, Above trend. Revenue and EBITDA growth were above the company's own trend; profit growth was in line with it. EBITDA margin was flat year on year. Revenue fell 8% from last quarter. Revenue rose ₹425 cr on a year ago, more than the ₹278 cr it added the year before. Share price after the results: +3.3% in 30 days (Nifty 500: +5.0%).
  • Q3 FY25: Revenue ₹2,843 cr (+14% year on year), EBITDA ₹164 cr (−21% year on year), PAT ₹105 cr, EBITDA margin 5.8% (−257 bps). Score 47 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was well below it. EBITDA margin fell 257 bps year on year. Revenue rose ₹350 cr on a year ago, more than the ₹232 cr it added the year before.
  • Q2 FY25: Revenue ₹2,170 cr (+13% year on year), EBITDA ₹177 cr (−11% year on year), PAT ₹106 cr (−15% year on year), EBITDA margin 8.2% (−219 bps). Score 32 of 100, Below trend. EBITDA margin fell 219 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 14% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Sonata Software Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.