Investor Presentation for the quarter and year ended 31st March, 2026.
SONATSOFTW · price
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Sonata Software reported strong Q4 FY26 results with consolidated PAT growing 25% QoQ and 9.3% YoY. The board recommended a final dividend of 415% for FY26. International Services revenue was $64 million (flat QoQ, up 1.1% YoY in constant currency), with ROCE improving significantly to 24.5% from 16.3% a year ago and RONW reaching 30.3%. The company won 2 large deals in Q4 including a fintech and payments platform modernization project and a PE-backed SaaS company engagement. Cloud & Data now comprises 65% of revenue, up from 52% in FY24. The AI-led pipeline stands at $335 million with $13.7 million in AI wins during Q4. The domestic business saw revenue of Rs 1,759 crore, down 25.1% QoQ from Rs 2,346 crore in Q3.
Strong profitability improvements with ROCE and RONW reaching multi-year highs indicate effective cost management and operational efficiency. The growing AI pipeline and large deal wins position the company well for future growth, though the domestic business showed sequential revenue decline which warrants monitoring.