Sonata Software A Turnaround Story

shah_murari · August 4, 2021, 3:57pm

Good Numbers

SONATA SOFTWARE Q1FY22:

(QoQ) Performance:
Revenue : 18.45% up
PBT : 4.42% up

(YoY) Performance:
Revenue : 35.7% up
PBT : 73.7% up

EPS:
JUN-20 vs JUN-21
4.8 vs 8.35

EBITDA MARGIN:
JUN-20 vs JUN-21
8.2% vs 7.96%

Amritasen22 · August 6, 2021, 4:19pm

Low operating margin a concern

HG_6470 · August 19, 2021, 2:13pm

Mgmt seems bullish for the next couple of years…for the company and the IT services sector as well

meekinvestor · January 24, 2023, 2:15pm

Excellent Quarterly Results
Sonata Software
Stock P/E:19.9
ROCE:43.7 %
ROE: 37.2%
Last 10 years’ CAGR is 67%, though for the last 3 years is not so impressive 16%.

Another negative is that it has risen by about ₹90 in the last one month.

Not invested.

jchristopherinc · February 21, 2023, 10:25am

Ascendant · October 20, 2023, 5:57am

Sonata Software to consider bonus on 25Oct, also good quarter expected.

Azlan · October 28, 2023, 6:42pm

Good Sets of Results from Sonata Sofware in a tough environment.

The company is making key bets, especially in the AI and generative AI space. Sonata aims to lead the AI wave from the front with its AI power solutions of Harmoni.AI and we expect that to be a 25% of our revenue in two to three years’ time from now.

Dividend of Rs. 7 per share ( Record Date: 1. 7th November, 2023)
bonus issue of 1 (one) equity share for every 1 (one) equity

Vision of the company:

Deals in Pipeline:

624863b6-5bb9-4cdd-8a8f-6c02998fe3af.pdf (5.8 MB)

Ascendant · November 22, 2023, 5:27am

Hi, any idea on what is the record date for the bonus issue?

Ascendant · December 1, 2023, 2:50am

Answering my own question, record date is fixed at 12th December [Explains the surge in share price yesterday, even though announcement came later]

Ascendant · January 22, 2024, 1:51pm

Hi, it’s been an year. Did you choose to invest in Sonata Software? The revenue increase has been as per management guidance, and Sonata’s 20% profit comes up from BFSI. I am positive about it’s upcoming result.

The market is highly rewarding good result in IT (OFSS), and punishing bad results (LTIM)

Vinay_Rai · January 27, 2024, 8:05pm

Anticipating good results based on management commentary during Q2 earnings call and also in late December. Invested.

Ascendant · February 1, 2024, 1:35pm

Good results but overall loss in quarter due to Quant Systems acquisition.
Also company had to pay extra 17 Crore extra due to change in valuation of Quant.

https://www.bseindia.com/xml-data/corpfiling/AttachLive/5eb750c4-25fb-4697-a1cf-6e5ab404e50f.pdf