Sonata Software Limited
1,826words
9turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
100%
43%
11.0%
rs
4
18.0%
rs
5
52%
65%
21%
27%
14%
Guidance — 9 items
Large caps
opening
“Our four strategic pillars AI & Modernization AI Win -$16.9M AI led Pipeline - $280M Cloud & Data pipeline is 43% Verticals / Partnerships • MS Sell to, HLS, BFSI, TMT • AWS and MS Sell with • Talent Large Deals 2 Large deals won during Q4FY’26 Domestic Business Steady GC growth – 18.0% CAGR over 5 yrs 5 © Sonata Software Ltd., 2026.”
POV
opening
“The need to adapt and evolve, will get faster than ever before; and the enterprise agility will be key need, hence demand outweighs efficiency in the mid-term.”
POV
opening
“Modernization Success… Our big bets on Cloud & Data has scaled… We increased Cloud & Data as a percentage of revenue from 52%→65% in FY 26 21% 27% 52% FY24 14% 27% 59% FY25 14% 21% 65% FY26 Cloud & Data Dynamics Others 8 © Sonata Software Ltd., 2026.”
POV
opening
“Our four strategic pillars AI & Modernization AI Win -$13.7M AI led Pipeline - $335M Cloud & Data pipeline is 57% Verticals / Partnerships • MS Sell to, HLS, BFSI, TMT • AWS and MS Sell with • Talent Large Deals 2 Large deals won during Q4FY’26 Domestic Business Steady GC growth – 18.0% CAGR over 5 yrs 9 © Sonata Software Ltd., 2026.”
Large Deal Win
opening
“Our four strategic pillars AI & Modernization AI Win -$13.7M AI led Pipeline - $335M Cloud & Data pipeline is 57% Verticals / Partnerships • MS Sell to, HLS, BFSI, TMT • AWS and MS Sell with • Talent Large Deals 2 Large deals won during Q3FY’26 Domestic Business Steady GC growth – 18.0% CAGR over 5 yrs 13 © Sonata Software Ltd., 2026.”
Microsoft-Sonata Partnership
opening
“Cybersecurity Investment Partner (CSI) Our four strategic pillars AI & Modernization AI Win -$13.7M AI led Pipeline - $335M Cloud & Data pipeline is 57% Verticals / Partnerships • MS Sell to, HLS, BFSI, TMT • AWS and MS Sell with • Talent Large Deals 2 Large deals won during Q3FY’26 Domestic Business Steady GC growth – 11.0% CAGR over 5 yrs 16 © Sonata Software Ltd., 2026.”
Services
opening
“Dynamic 22% (Q3’26: 21%) Data 15% (Q3’26: 16%) International Services: FY26 Revenue Composition TMT 33% (FY25: 31%) Emerging 7% (FY25: 10%) Others 7% (FY25: 4%) Verticals Mix GTM Cloud 48% (FY25: 39%) HLS 14% (FY25: 11%) BFSI 16% (FY25: 23%) Emerging 4% (FY25: 5%) Retail and Manufacturing 33% (FY25: 30%) 27 © Sonata Software Ltd., 2026.”
Services
opening
“Dynamic 21% (FY25: 27%) Data 17% (FY25: 20%) Domestic Business: Financial Performance Q4 FY26 Revenue (INR crs) Gross Contribution , EBITDA &PAT(INR crs) *$10.”
Services
opening
“Domestic Business: Additional Insight Q4 FY26 Net working Capital ÷ Gross Contribution DSO 46 42 47 Q4 25 Q3 26 Q4 26 Return on Capital Head Count 501 4 141 489 5 133 356 351 441 6 149 286 Q4 25 Q3 26 Q4 26 Delivery S&M G&A Total 29 © Sonata Software Ltd., 2026.”
Speaking time
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Opening remarks
Large caps
CIO looking for AGILE partners Delivering Value Speed, Efficiency, and Growth Key Verticals, Partners, IPs Industries Innovation: IPs TMT Technology, Media and Telecom RMD Retail, Manuf., Travel and Distribution BFSI Banking, Financial Services and Insurance HLS Healthcare and Life Sciences 3 © Sonata Software Ltd., 2026. Confidential. Tech Partnership Ecosystem Domain + AgentBridge Harmoni.AI Workbox.io Lightning Build Sustainability Target: Net Zero Emission by 2050 Single Use Plastic Free certified 100% Tier 1 suppliers are ESG compliant and trained UNGC Signatory Our four strategic pillars AI & Modernization AI Win -$16.9M AI led Pipeline - $280M Cloud & Data pipeline is 43% Verticals / Partnerships • MS Sell to, HLS, BFSI, TMT • AWS and MS Sell with • Talent Large Deals 2 Large deals won during Q4FY’26 Domestic Business Steady GC growth – 11.0% CAGR over 5 yrs 4 © Sonata Software Ltd., 2026. Confidential. Our four strategic pillars AI & Modernization AI Win -$16.9M AI led Pipeline
POV
The need to adapt and evolve, will get faster than ever before; and the enterprise agility will be key need, hence demand outweighs efficiency in the mid-term. Human + AI will enable organizations agility to be the Frontier Organization. Sonata will drive enterprise velocity for our clients System of Autonomous Action System of Intelligence System of Record 1 Legacy Modernization opportunity - knowledge democratization Dev being rapid custom engineering becomes more attractive - SaaS disintermediation Business Process Transformation 2 3 4 Change in search prompting front-end transformation 6 © Sonata Software Ltd., 2026. Confidential. Sonata Modernization - Transformation Frontier Front Office enabled by Brick and Agent frame work Go To Market – approach Biz Led Modernization Tech Led Modernization Continuous Modernization • AI Led Business Process Transformation • Legacy Modernization • AI Enabled End to End Software Service • AI Led Industry Solutions (Claims, Inventory AI, Fraud) •
Large Deal Win
AI led Platform Modernization Client Overview A major global financial technology (fintech) and payments company. It is one of the most influential firms powering banking, payments, and commerce infrastructure worldwide. The company provides technology solutions that support banks, credit unions, merchants, and large enterprises across critical areas of financial services. Industry BFSI Client Overview Client HQ US Locations US Areas in Scope • Modernization of the core banking platform • AI led Platform modernization to unify user experience, eliminate UI-embedded business logic, and accelerate feature delivery across Teller, Front Office, and Back Office. • Enable better institutional customer experience and faster outcomes for client 11 © Sonata Software Ltd., 2026. Confidential.
Large Deal Win
Modern Engineering & Cloud Modernization Client Overview The Client is a software holding company backed by a PE Firm, focused on acquiring and scaling founder-owned vertical B2B SaaS companies. It provides long-term operational, go-to-market, financial, and strategic support to help acquired software businesses grow without losing product focus or company culture. Industry Vertical SaaS Areas in Scope Client Overview Client HQ US Locations US • Extended engineering team with a new capability center in India. • Multi-year managed services and cloud support contracts across geographies. Strategic licensing and infrastructure engagements alongside network operations initiatives. • • New office launch reinforcing growth and delivery capacity. 12 © Sonata Software Ltd., 2026. Confidential. Our four strategic pillars AI & Modernization AI Win -$13.7M AI led Pipeline - $335M Cloud & Data pipeline is 57% Verticals / Partnerships • MS Sell to, HLS, BFSI, TMT • AWS and MS Sell with • Talent Lar
Microsoft-Sonata Partnership
30+ Years of Jointly Driving Customer Success Sonata named again in Inner Circle for Microsoft Business Application 2025-26 Partner for RPA Migration 100 Partner for Microsoft Fabric AI/Gen-AI Industry Partnership 400+ Clients Across The Globe USA, Europe, Asia, India, Australia, Middle East $650+ Million Per Annum Revenue To Microsoft 3500+ Team On Microsoft Technologies Microsoft Cloud Solution Partner - Azure Expert MSP Competencies. 10 Advanced Specialization in Dynamics 365, Data Analytics, Teams, CAF, M365, Azure, Copilot Joint Execution Microsoft Fasttrack, Global Delivery, Microsoft Consulting Services Catalyst Led Sales Process Industry Point Of View, Business Value Assessment, Envisioning Workshops, Design Thinking Industry Clouds Go To Market Healthcare, Retail, Sustainability, Manufacturing Industry Digital Transformation Retail, CPG, Manufacturing, Telecom, Healthcare, Hi-tech, BFSI 15 © Sonata Software Ltd., 2026. Confidential. Cybersecurity Investment Partner (CSI) Our f
Services
Revenue Insights Client Metrics New Customers added Client Contribution to Revenue Revenue by Geography * * 9% 17% 7% 20% 6% 23% 74% 73% 71% Q4 25 Q3 26 Q4 26 USA Europe Rest of World 24 © Sonata Software Ltd., 2026. Confidential. *includes multi year large deals International