Q4 2025 Sonata Software Ltd Earnings Call Transcript
Key Points
- Sonata Software Ltd (BOM:532221) won 11 large deals in FY25, including two marquee wins, which underscores their growing relevance and transformation impact.
- The company has expanded its presence in BFSI and Healthcare Life Sciences, with these verticals now contributing to 35% of total international business revenue, up from 13% twelve quarters ago.
- Sonata Software Ltd (BOM:532221) achieved AWS generative AI competency and became a member of the Microsoft Partner AI Council, reinforcing its leadership in enterprise-grade AI adoption.
- The company reported a strong annuity-driven growth in SITL with an industry-leading ROCE of 43.2% in Q4 FY25.
- Sonata Software Ltd (BOM:532221) maintained a steady utilization rate of 87% and a low attrition rate of 14%, indicating efficient workforce management.
- The company faced headwinds in the retail and manufacturing verticals due to budget cuts and broader macroeconomic uncertainty, impacting growth.
- Sonata Software Ltd (BOM:532221) experienced a significant revenue decline from its largest client due to budget cuts, which was more than anticipated.
- The EBITDA margin for FY25 stood at 17%, down from 21% in FY24, indicating a decrease in profitability.
- There is uncertainty in the retail and manufacturing sectors, with longer deal closure cycles and continued softness expected.
- The company faced challenges in posting results on time, leading to investor dissatisfaction during the earnings call.
Gentlemen, good day and welcome to the Sonata Software Limited earnings call for Q4 FY 2024 25.
(Operator Instruction). Please note that this conference is being recorded.
Today we have with us in the call Mr. Samir Dhir, the CEO, and Mr. Jagannathan Chakravarthi, CFO.
I now hand the conference over to Mr. Samir Dhir, CEO of Sonata Software Limited.
Thank you and over to you, sir.
Thank you, moderator.
Welcome and thank you for joining us today. We appreciate your time and continued support. In this session we will walk you through Sonata's strategy.
The progress we have made over the recent quarters are strategic roadmap and the financial results for Q4 quarter 25, which ended on March 31, 2025.
It's a pleasure to share the momentum we're building around our long term vision and growth trajectory. I'll begin with an update on our strategic priorities and goals followed by a review of our performance in FY25 and take
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