Sonata Software Ltd (NSE:SONATSOFTW)

Q2 2026 Sonata Software Ltd Earnings Call Transcript

Nov 13, 2025 / 02:30 AM GMT

Release Date Price: ₹374.15 (-3.92%)

Transcript

Key Points

Positve

Sonata Software Ltd (BOM:532221) reported a 10% increase in EBITDA, reaching 17.3%, driven by operational efficiencies and AI adoption.
The company's AI order book grew from 8% to 10% quarter-on-quarter, indicating strong demand for AI-driven solutions.
Sonata secured a large multi-year deal with a leading healthcare provider in the US, showcasing its capability in modernization and AI integration.
The North America business now represents over 70% of Sonata's total revenue, reflecting successful geographic expansion.
Sonata's training initiatives have resulted in 95% of its workforce being AI-trained, enhancing its future readiness and service delivery capabilities.

Negative

Sonata faced significant headwinds from its largest BFSI client due to organizational changes and budget constraints, impacting revenue.
There were decision delays in the largest TMT customer and global RMD, affecting the company's growth momentum.
The company's domestic business faced challenges due to potential changes in Microsoft's direct billing strategy, which could impact future revenue.
Sonata's on-site to offshore revenue mix remains skewed, with a lower offshore percentage compared to industry peers.
The BFSI vertical experienced a notable revenue decline, attributed to issues with a top client, affecting overall vertical performance.

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

SOFT.NS - Sonata Software Ltd
Q2 2026 Sonata Software Ltd Earnings Call
Nov 14, 2025 / 02:30AM GMT

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Presentation
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Unidentified_1 [1]
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Yeah.

So they are going to.

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Unidentified_2 [2]
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Start.

Ladies and gentlemen, good day and a warm welcome to Sonata Software Earnings conference call.

For the second quarter of F 526 ended September 30th, 2025.

We have with us on the call today, Mr. Samir Dev, MD and CEO.

Mr. Jaganathan see.

Chief Financial Officer.

We also have our extended leadership team on the call.

Please note, there will be an opportunity for all participants to ask questions after management opening

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