In This Article:
-
International Services Revenue: $335.5 million, 3.7% growth in reported currency, 3.9% in constant currency for FY25.
-
Rupee Revenue: INR 20,082.97 crore, 5.6% growth for FY25.
-
EBITDA Margin: 17% for FY25, down from 21% in FY24.
-
EBITDA Growth: 1.9% sequential growth to 16.5% in Q4 FY25.
-
Domestic Business Revenue: INR 7,340.6 crore, 23.4% year-on-year growth for FY25.
-
Gross Contribution: INR 299.1 crore for FY25, 14.8% year-on-year growth.
-
Consolidated Revenue: INR 10,157.2 crore, 17.9% year-on-year growth for FY25.
-
Consolidated EPS: INR 15.3 per share for FY25, up from INR 11.12 per share in FY24.
-
Cash Flow to EBITDA: 93.3% for FY25.
-
Closing Cash Balance: INR 707 crore for FY25.
-
Headcount: 6,810 at the end of Q4 FY25, down from 7,090 in Q3 FY25.
-
Attrition Rate: 14% in Q4 FY25, unchanged from Q3 FY25.
-
Utilization Rate: 87% in Q4 FY25, flat quarter-on-quarter.
-
New Customers: 14 added in Q4 FY25.
-
Top 10 Clients Revenue Contribution: 61% in Q4 FY25, down from 66% in Q3 FY25.
Release Date: May 07, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
-
Sonata Software Ltd (BOM:532221) won 11 large deals in FY25, including two marquee wins, which underscores their growing relevance and transformation impact.
-
The company has expanded its presence in BFSI and Healthcare Life Sciences, with these verticals now contributing to 35% of total international business revenue, up from 13% twelve quarters ago.
-
Sonata Software Ltd (BOM:532221) achieved AWS generative AI competency and became a member of the Microsoft Partner AI Council, reinforcing its leadership in enterprise-grade AI adoption.
-
The company reported a strong annuity-driven growth in SITL with an industry-leading ROCE of 43.2% in Q4 FY25.
-
Sonata Software Ltd (BOM:532221) maintained a steady utilization rate of 87% and a low attrition rate of 14%, indicating efficient workforce management.
Negative Points
-
The company faced headwinds in the retail and manufacturing verticals due to budget cuts and broader macroeconomic uncertainty, impacting growth.
-
Sonata Software Ltd (BOM:532221) experienced a significant revenue decline from its largest client due to budget cuts, which was more than anticipated.
-
The EBITDA margin for FY25 stood at 17%, down from 21% in FY24, indicating a decrease in profitability.
-
There is uncertainty in the retail and manufacturing sectors, with longer deal closure cycles and continued softness expected.
-
The company faced challenges in posting results on time, leading to investor dissatisfaction during the earnings call.