Sonata Software Limited — Investor Meet, 18-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sonata Software reported strong Q4 FY2026 PAT growth for its international (+40.6% QoQ) and consolidated (+25% QoQ) businesses, navigating macro headwinds. International services saw Rupee revenue grow 5.5% QoQ to Rs. 779.2 Cr, with EBITDA margin improving to 20.2% due to operational efficiencies. AI is a key growth driver, evidenced by $49 million in AI-led orders in FY2026 and a $280 million pipeline. 90% of the workforce is AI-trained. Rajsekhar Datta Roy takes over as CEO for International Services, focusing on AI transformation. The domestic business expects to return to growth despite past client-specific challenges. Management remains cautiously optimistic for medium-term growth from digital and AI initiatives.