Sonata Software Limited has informed the Exchange about Transcript on the Analyst Call/Investor Meet held on May 11, 2026
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Sonata Software held its Q4 FY2026 analyst call on May 11, 2026. Key highlights include a leadership transition with Rajsekhar Datta Roy appointed as new CEO for International Business, succeeding Samir Dhir. For Q4 FY2026, International Services revenue was flat at $82.4 million but EBITDA margin improved to 20.2% (up 70 bps). Full year FY2026 saw 2.1% USD revenue degrowth but PAT grew 18.7% YoY to Rs.292.7 Crores. AI-led order book contributed $49 million (18% of total) with $280 million AI pipeline. Domestic business faced headwinds from one large client moving to direct OEM billing, causing 25% QoQ revenue decline, though management expects to recover growth trajectory in FY2027. Consolidated FY2026 PAT was Rs.464.4 Crores with net cash position of Rs.31 Crores.
The company demonstrated margin resilience through AI-driven efficiency improvements and operational optimization despite modest revenue growth. Management guided to maintain current EBITDA levels while staying open for growth investments, suggesting stable near-term profitability.