Sonata Software Ltd (BOM:532221)
₹ 326.2 +2.5 (+0.77%) Market Cap: 90.29 Bil Enterprise Value: 91.48 Bil PE Ratio: 19.52 PB Ratio: 4.74 GF Score: 98/100

Q3 2025 Sonata Software Ltd Earnings Call Transcript

Feb 6, 2025 / 12:30 PM GMT
Release Date Price: ₹550.3 (+0.08%)

Key Points

Positve
  • Sonata Software Ltd (BOM:532221) has won eight large deals in the fiscal year to date, showcasing its ability to secure significant contracts.
  • The company has added 16 new enterprise logos, indicating successful expansion and potential for future revenue growth.
  • Sonata Software Ltd (BOM:532221) is making significant progress in AI, with a 58 million pipeline across 100+ clients, aiming for 20% of revenue from AI-enabled services in the next three years.
  • The company has achieved AWS generative AI competency, positioning itself as a leader in AI-driven solutions.
  • Sonata Software Ltd (BOM:532221) has increased its active headcount to over 7,000, reflecting growth and investment in talent.
Negative
  • The company experienced a sudden ramp down and one-time discounts from a large high-tech client, impacting revenue and margins.
  • Sonata Software Ltd (BOM:532221) expects a de-growth in Q4 due to the high-tech client ramp down and seasonal weakness.
  • There was a 3.6% negative impact on EBITA due to the ramp down and one-time costs, affecting profitability.
  • The retail and manufacturing sectors are under pressure, with no significant growth expected in the near term.
  • Employee costs have increased due to one-time settlements and salary hikes, impacting overall margins.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SOFT.NS - Sonata Software Ltd
Q3 2025 Sonata Software Ltd Earnings Call
Feb 06, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the investor conference call of Sonata Software Limited.

As a reminder, all participant lines will be in the listen-only board and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star and zero on your touchtone phone.

I now hand the conference over to Mr Samir de CEO and managing director from Sonata Software Limited and Mr Jonathan CN CFO from Sonata Software Limited. Thank you and over to you, sir.

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Unidentified_2 [2]
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