Sonata Software Limited · NSE:SONATSOFTW

Sonata Software — Q3 FY2026 Earnings Presentation

33 slides from Sonata Software's earnings presentation, February 2026

  1. Slide 1: Q3 FY'26 Investor Presentation

    Q3 FY’26 INVESTOR PRESENTATION www.sonata-software.com www.sonata-software.com

  2. Slide 2: Sonata: A modernization engineering firm

    Sonata: A modernization engineering firm… Transform Decision Enterprises Makers From: Mid-caps: 80-20 Business Heads / Run-Change CXO’s to transform their firm To: 80-20 Large caps: Change-Run CIO looking for AGILE partners Delivering Value Speed, Efficiency, and Growth 2 © Sonata Software Ltd., 202

  3. Slide 3: Sonata At A Glance

    39 Years IT solutions provider Delivering Outcome-based Sonata Public Listed Modernization Services At A (SONATSOFTW) Glance We are a Modernization and a $1.2B+ Cloud Data Revenue Digital Engineering company powered by our unique PLATFORMATION 15.4% framework. 10 years CAGR Dynamics AI Consulting 64

  4. Slide 4: Serving Our Global Clients with Right Talent Mix

    APAC Bangalore Hyderabad UK & Europe Chennai London Serving Our Delhi Dublin Kolkata Amsterdam Pune Global Clients Canada Frankfurt Mumbai Toronto Ahmedabad USA Vancouver Selangor (Malaysia) with Right Redmond Singapore Atlanta, GA Shanghai Fremont, CA Kumamoto (Japan) Talent Mix East Brunswick, NJ

  5. Slide 5: Key Verticals, Partners, IPs

    Key Verticals, Partners, IPs Industries Innovation: IPs TMT AgentBridge Technology, Media and Telecom Partnership Harmoni.AI Tech Domain RMD Ecosystem Retail, Manuf., Travel and Workbox.io Distribution + Lightning Build BFSI Banking, Financial Services and Insurance HLS Sustainability Target: Net Ze

  6. Slide 6: What's Working Well for Us

    What’s Working Well for Us… AI & Verticals / Modernization Partnerships AI Win -$13.7M • MS Sell to, HLS, AI led Pipeline - $335M BFSI, TMT Cloud & Data • AWS and MS pipeline is 57% Sell with • Talent Large Deals Domestic 2 Large deals won Business during Q3FY’26 Steady GC growth – 18.0% CAGR over 5

  7. Slide 7: Large Deals and Accounts

    Large Deals and Accounts Steady increase in Large Deals Between FY22 and to date – we have closed ‘NET NEW’ 26 deals with TCV of $483M Top 3 deals wins in past few qtrs.: $73M – TMT client $56M – Healthcare client $11M – Healthcare client Cloud Modernization Cloud & Infra Operations Platform Enginee

  8. Slide 8: We Won Two Large Deals in Q3 – Healthy Large Deal Pipeline

    We Won Two Large Deals in Q3 – Healthy Large Deal Pipeline Large Deals Large Deals Pipeline 1 Fintech & Payments – US Platform & Data Modernization 40% 37% of Active Pipeline of Large deals pipeline are 2 Mortgage Services – US Cloud Modernization consists of Large Deals with Fortune 500 clients Mid

  9. Slide 9: Sonata Launches AgentBridge 5.5

    Sonata Launches AgentBridge 5.5 9 © Sonata Software Ltd., 2026. Confidential.

  10. Slide 10: Large Deal Win: AI led Platform & Data Modernization

    A major global financial technology (fintech) and payments company headquartered in Client US. It is one of the most influential firms powering banking, payments, and commerce infrastructure worldwide. The company provides technology solutions that support Large Deal Win: Overview banks, credit unio

  11. Slide 11: Large Deal Win: AI led Cloud Modernization

    one of the largest U.S. mortgage servicers, managing loans for over 2.6 million Client customers. It offers, purchases, and services a wide range of products and conventional Large Deal Win: Overview loans. They provide online tools for payment management, escrow, and refinancing, alongside a digita

  12. Slide 12: Deal Win: AI-driven automation to manage and transform ERP platform

    A leading quick-service restaurant (QSR) operator with one of the largest delivery footprints across the UK and Ireland. It manages a digitally driven, franchise-led network serving millions Client of customers annually. With more than a thousand stores in the region, it focuses heavily on Deal Win:

  13. Slide 13: Deal Win: Agentic AI driven Managed Services

    A leading food manufacturer specializing in a wide range Client of dressings, sauces, mayonnaises, oils, shortenings, and culinary Deal Win: Overview bases for foodservice, retail, and industrial customers globally. joint venture between CHS, Inc. and Mitsui & Co Agentic AI Areas in Scope driven Man

  14. Slide 14: Modernization Success

    Modernization Success… Our big bets on Cloud & 22% 22% 17% 14% Data has scaled… 27% 23% 23% 28% Between FY22 and now – we 63% increased Cloud & Data as a 59% 50% 52% percentage of revenue from 50%→63%. FY 23 FY 24 Cloud & Data Dynamics FY 25 Others FY 26 YTD 14 © Sonata Software Ltd., 2026. Confiden

  15. Slide 15: Verticals & Geos Scale up

    Verticals & Geos Scale up … HLS + BFSI continue to scale (9% to 31%). TMT is witnessing a resurge; US scales steadily Vertical Split Geo Split 9% 13% 31% 33% 4% 54% 69% 32% 5% 74% 73% 31% 31% 26% 46% 17% 9% 33% 12% 30% 20% 18% 14% 14% FY22 FY 25 FY26 (upto 3rd Qtr) FY 23 FY24 FY25 FY 26 (upto Qtr 3)

  16. Slide 16: Our GTM's are Aligned with Our Partners and Our Investment Focus

    Service Cloud Apps Data & Microsoft Hyper Managed Experience Modernization Analytics Business Apps Automation Services Our GTM’s Transformation are Aligned with Our Partners and Our Investment Focus… MSFT Market Place Partners 16 © Sonata Software Ltd., 2026. Confidential.

  17. Slide 17: Microsoft-Sonata Partnership: 30+ Years of Jointly Driving Customer Success

    Microsoft-Sonata Partnership: 30+ Years of Jointly Driving Customer Success Partner for RPA Partner for Migration 100 Microsoft Fabric Sonata named again in Inner Circle for Microsoft Business Application 2024-25 AI/Gen-AI 400+ Clients $650+ Million Across The Globe Per Annum Revenue To Industry Par

  18. Slide 18: Success Stories (1/4): Development and deployment of 'Future of Search' solution

    Locations Client Industry A world's leading integrated UK, Europe, Nordics, Success Stories (1/4) Overview Travel Caribbean & North Africa tourism company Development The Pressure Points Solutions Results and • Need for improving hit ratio during conversation-based • Developed a multi-agent orchestr

  19. Slide 19: Success Stories (2/4): Enhancing D365 CE Implementation

    Success Stories (2/4) Client Industry Locations: US based health Overview Insurance Serving 1.9 M customers from 9 offices insurance company Enhancing The Pressure Points Solutions Results D365 CE Implementation • Delay in finding relevant • Utilize advanced solutions of • Reduced Call Handling Time

  20. Slide 20: Success Stories (3/4): Agentforce Innovation: Implementation

    Client Industry Locations One of the US based largest continuing Success Stories (3/4) Overview Healthcare USA care retirement communities Agentforce The Pressure Points Solutions Results Innovation: • Slow response times to resident and prospect queries • Provides personalized experiences by role a

  21. Slide 21: Success Stories (4/4): Microsoft Dynamics 365 F&O rollout for Japan entity

    Client Locations Global leader in industrial Industry 40 countries across globe power transmission and Success Stories (4/4) Overview Manufacturing conveyor belting solutions Microsoft The Pressure Points Solutions Results Dynamics 365 • Operational challenges to keep up with the business growth • S

  22. Slide 22: Key Partnership

    Key Partnership 22 © Sonata Software Ltd., 2026. Confidential.

  23. Slide 23: Key Recognition

    Key Recognition 23 © Sonata Software Ltd., 2026. Confidential.

  24. Slide 24: People – Our Key Strength

    People – Our Key Strength 24 © Sonata Software Ltd., 2026. Confidential.

  25. Slide 25: Financial Highlights

    SOAS The Modernization COC Engineering Company SONATA SOFTWARE FINANCIAL HIGHLIGHTS

  26. Slide 26: Sonata Software consolidated PAT grew by 6.1% QoQ

    Sonata Software consolidated PAT grew by 6.1% QoQ. International EBITDA accretion of 2.2% QoQ and Domestic GC grew by 10.8% QoQ. Consistent quarterly interim dividend of INR 1.25 per share INR Crs. 26 © Sonata Software Ltd., 2026. Confidential.

  27. Slide 27: Financial Performance of International Services – Q3FY26

    Revenue in $ Mn EBITDA & PAT in $ Mn Reported Currency Constant Currency 0.4% QoQ 0.3% QoQ PAT 1.0% QoQ 33.4% YoY 5.4% YoY 6.8% YoY Financial Performance of *$10. International 3 Services – Q3FY26 Return on Capital DSO 27 © Sonata Software Ltd., 2026. Confidential.

  28. Slide 28: International Services: Revenue Insights

    Client Metrics New Customers added International Services: Revenue Insights * * Client Contribution to Revenue Revenue by Geography *includes multi year large deals 28 © Sonata Software Ltd., 2026. Confidential.

  29. Slide 29: International Services: Operating Parameters

    Headcount by Function 6,643 336 International 103 6,156 314 5,903 * G&A Services: 6,204 109 303 104 S&M Delivery Operating 5,733 5,496 Total Parameters Q3 25 Q2 26 Q3 26 Utilization Attrition% * In Q3’26, total headcount including domestic business stood at 6,404. 29 © Sonata Software Ltd., 2026. Co

  30. Slide 30: International Services: Q3'26 Revenue Composition

    International Services: Q3’26 Revenue Composition Others BFSI Emerging 7% 4% (Q2’26: 1%) 13% (Q2’26: 19%) (Q2’26: 3%) Emerging 9% (Q2’26: 11%) Retail and Manufacturing 36% Cloud TMT (Q2’26: 33%) 47% 31% (Q2’26: 42%) (Q2’26: 31%) Verticals Mix GTM Dynamic 21% (Q2’26: 26%) HLS 16% Data (Q2’26: 14%) 16

  31. Slide 31: Domestic Business: Financial Performance Q3 FY26

    Domestic Business: Financial Performance Q3 FY26 Revenue (INR crs) Gross Contribution , EBITDA &PAT(INR crs) *$10. 3 Cloud ~88.7% 68.5% QoQ GC 10.8% QoQ EBITDA 20.9% QoQ PAT 11.6% QoQ Annuity ~78.6% 31 © Sonata Software Ltd., 2026. Confidential.

  32. Slide 32: Domestic Business: Additional Insight Q3 FY26

    Domestic Business: Additional Insight Q3 FY26 Net working Capital ÷ Gross Contribution DSO Head Count Return on Capital 32 © Sonata Software Ltd., 2026. Confidential.

  33. Slide 33: Thank You

    THANK YOU www.sonata-software.com www.sonata-software.com

Sonata Software — Q3 FY2026 Earnings Presentation on 6ix