Sonata Software Limited has informed the Exchange about Investor Presentation
SONATSOFTW · price
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Sonata Software filed its Q4 FY'25 and full-year FY'25 investor presentation with the exchanges. FY'25 consolidated revenue grew 17.9% YoY to ₹10,157 crores (USD 1,201.4 mn, +15.5%), driven by strong domestic business growth of 23.4%. However, EBITDA before forex and other income fell 5.2% YoY to ₹689.3 cr with margins compressing to 6.7% from 8.3%, and PAT before exceptional items declined 12.1% YoY to ₹424.7 cr. PAT post-exceptional grew 37.6% to ₹424.7 cr, with EPS at ₹15.30. The company won two large deals in Q4 — a US TMT technology outsourcing engagement and a US financial services data platform deal. AI and Microsoft Fabric pipelines stand at $34 mn (100+ customers) and $31 mn (70+ customers) respectively. 45% of active pipeline comprises large deals, with 33% from Fortune 500 clients. The company outlined its vision of 'evolving from Sonata Software to Sonata.AI' with an aspiration to be a top-quartile growth firm over the next 3-4 years.
Margin compression in FY'25 (EBITDA down 5.2%, margins fell 160 bps) and QoQ revenue decline in Q4 (-7.9% QoQ) signal near-term headwinds despite strong deal wins and a healthy large-deals pipeline. Strong cash position of ₹707 cr and robust OCF/EBITDA of 93.3% provide cushion, but profitability trajectory will be the key focus area for investors.