Sonata Software Limited · NSE:SONATSOFTW
Sonata Software — Q1 FY2019-20 Earnings Presentation
35 slides from Sonata Software's earnings presentation, Aug 7, 2019
Slide 1: Investors' Presentation filing cover letter
7th August, 2019 National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra Kurla Complex, P.J. Towers, Dalal Street Mumbai Mumbai Kind Attn: Manager, Listing Department Kind Attn: Manager, Listing Department Email Id: neaps@nse.co.in Email Id: listing.centre@bseindia.com Stock Code
Slide 2: Sonata Software Investor Deck Q1 FY 19-20
Sonata Software Investor Deck Q1 FY 19-20 1 © Sonata Software Ltd, 2019. Confidential.
Slide 3: Disclaimer
Disclaimer This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures,
Slide 4: Sonata Vision
Sonata Vision For the Customers A world class firm IT Partner of choice for that is a benchmark for transformation Catalyzing Business thru deeper industry, technology & Transformation for our Clients, customer focus Fulfilling Employee Aspirations & Caring for our wider For the Employee Community A
Slide 5: Sonata - Evolution
Sonata - Evolution ’86-’92 : Indian Software Product Pioneer ’92 – ’12 : 360 IT Service Provider Produced and distributed its ’13 – ’16 Digital Extends core own portfolio of ’17+Platformation capability to software products Industry focused services in global digital Software Platform and IP solutio
Slide 6: Platformation
Platforms - the secret behind the digital economy’s most successful companies OPEN SCALABLE CONNECTED INTELLIGENT Sonata’s approach to Digitizing business using platforms PLATFORMATION 5 © Sonata Software Ltd, 2019. Confidential.
Slide 7: Platformation: The Technology Framework
PLATFORMATION The Technology Framework API based Cloud-enabled Blockchain Scalable Integration Multi-device / Micro-services Multi- channel CUI & bots IoT architecture capability Robotic Process Security & Telemetry & Self Multi-tenancy Automation compliance Healing Intelligent Self-learning Data st
Slide 8: Approaches to achieve Platformation
Approaches to achieve Platformation Sonata Sonata READY Sonata CUSTOM ACCELERATE • End-to-end, industry- • Deploy popular • Engineer custom specific digital horizontal platforms platforms that deliver business platforms adding required unique digital functionality capability and scalability 7 © Sona
Slide 9: Sonata READY
Sonata READY Leverage Sonata’s IP for platform-led business transformation Success Story Accelerate speed to market, use proven industry practices, and reduce investments with a solution for your industry that is ready-to-go Omnichannel reservation system for a large Australian rail network Omnichan
Slide 10: Sonata ACCELERATE
Sonata ACCELERATE Leverage Sonata’s experience of assessing, implementing, and supporting leading platforms for business process enhancement Success Story Industry-leading horizontal platforms, that address needs of key business process & technology areas, and lets companies scale their investments
Slide 11: Sonata CUSTOM
Sonata CUSTOM Leverage Sonata’s deep platform engineering skills, methodologies, and white-labelled assets to build customized platforms for business differentiation Success Story For businesses looking to create environments supporting very specific requirements, and looking to build a scalable ope
Slide 12: Enabled by our Platformation DNA
Enabled by our Platformation DNA Engineering Excellence Operations Excellence • Product engineering mind-set • Cost-optimized cloud operations • Distributed agile - rapid delivery • Tools-based management • DevOps and full automation focus • Security compliance • Business continuity 11 © Sonata Soft
Slide 13: Delivering value through our innovative engagement models
Delivering value through our innovative engagement models Customer-Specific Center of Excellence • Governance • Value Co-creation • Leadership role • SLAs and outcomes • Strategic metrics • Co-investment in IP TECHNOLOGY | SKILLS | ASSETS | PROCESSES Domain Knowledge | Technical Knowledge | Knowledg
Slide 14: With a team nurtured to make a difference
With a team nurtured to make a difference Regular exposure to newer technologies, evolving business Deeper roles scenarios, and building cross-functional expertise Customer Continuous exposure to clients to assess business impact impact of solutions delivered Freedom Our flexible working style encou
Slide 15: Our CSR Programs
Our CSR Programs Traditional Arts, Textile Technology Incubation Preservation of our Education and Handicrafts & Entrepreneurship Cultural Heritage WomenWeave Centre for IISc (Bangalore), IIIT-B Museum of Art & (Maheshwar), The Entrepreneurship (Bangalore), Telangana Photography (Bangalore) Kishkind
Slide 16: Sonata, the right PLATFORMATION partner
Sonata, the right PLATFORMATION partner Proven Platformation Record The Right Platform Delivery to Fortune 500 enterprises and ISV Sonata-READY | Sonata-ACCELERATE | Sonata-CUSTOM Alliances, Awards, and Recognitions Deep Client Commitment Deep Industry Expertise Decade+ partnership approach Travel |
Slide 17: Executing Strong Alliance: Microsoft Partner
Executing Strong Alliance SONATA, A BEST IN CLASS MICROSOFT PARTNER (Top 1%) 25 Years 13 Gold 3600 MICROSOFT PARTNER CERTIFIED COMPETENCIES PARTNER GISV, lSP, CSP, ISV Dev Centre, SI. Dynamics 365, MS 4 areas – Business Applications, Apps & Infra, Country Partner India 2014, 15, 17. Power BI, Cortan
Slide 18: Execution - Strong Alliances – SAP Customer Experience
Execution - Strong Alliances – SAP Customer Experience Sonata is a Gold certified partner of SAP and a multi-regional Silver partner of SAP Hybris. Sonata has won awards such as the ‘SAP Pinnacle award winner for 2014’, Hybris’ Most Innovative Partner for 2012’ and many more, from SAP. Sonata offers
Slide 19: Execution - Strategic Acquisitions
Execution - Strategic Acquisitions Rezopia Halosys IBIS Inc. • Cloud based travel ERP • Unified Enterprise Mobility • Advanced Supply Chain SaaS Platform Management Software for • Enhanced to wider digital • Integrated to Sonata Dynamics travel platform with industry specific platform • Extended to
Slide 20: Enablers – Strong Governance and financials
Enablers – Strong Governance and financials • Listed Company ( NSE and BSE) • Best-in-Class Board and Top management Profiles • Consistent Track record of Growth, profitability and Dividend • RoE and RoCE > 25% • Revenue Growth at 17%+ CAGR over last 4 years • PAT growth at 17 %+ CAGR for 4 years •
Slide 21: Financials (Q1 2019-20)
Financials (Q1 2019-20)
Slide 22: Result Snapshot – Q1 FY 20
Result Snapshot – Q1 FY 20 INR Crores in ₹ Crores For the Quarter ended Description 30/Jun/19 31/Mar/19 QoQ 30/Jun/18 YoY Revenues International IT Services 304.5 304.1 0% 257.1 18% Domestic- Products & Services 574.1 536.6 7% 437.1 31% Consolidated 874.6 835.5 5% 688.3 27% EBITDA International IT S
Slide 23: Consolidated – Financials
Consolidated – Financials INR Crores 22 © Sonata Software Ltd, 2019. Confidential.
Slide 24: Consolidated – Head count
Consolidated – Head count 23 © Sonata Software Ltd, 2019. Confidential.
Slide 25: Consolidated – Human Capital
Consolidated – Human Capital 24 © Sonata Software Ltd, 2019. Confidential.
Slide 26: Consolidated – ROCE & RONW
Consolidated – ROCE & RONW 25 © Sonata Software Ltd, 2019. Confidential.
Slide 27: Days Sales Outstanding
Days Sales Outstanding 26 © Sonata Software Ltd, 2019. Confidential.
Slide 28: International IT services - Financials
International IT services - Financials INR Crores 27 © Sonata Software Ltd, 2019. Confidential.
Slide 29: International IT services – Revenue Mix
International IT services – Revenue Mix 28 © Sonata Software Ltd, 2019. Confidential.
Slide 30: International IT services – Revenue by Competency
International IT services – Revenue by Competency 36% from Digital 29 © Sonata Software Ltd, 2019. Confidential.
Slide 31: IP Led Revenue
IP Led Revenue 30 © Sonata Software Ltd, 2019. Confidential.
Slide 32: International IT services – Revenue by Customers
International IT services – Revenue by Customers No. of customers by Vertical TTL, 12 Others OPD, 16 34 Retail Distribution, 104 OPD TTL Retail Distribution Others 31 © Sonata Software Ltd, 2019. Confidential.
Slide 33: Forward Cover Realization Rates
Forward Cover Realization Rates 32 © Sonata Software Ltd, 2019. Confidential.
Slide 34: Domestic Product & Services - Financials
Domestic Product & Services - Financials INR Crores 33 © Sonata Software Ltd, 2019. Confidential.
Slide 35: Thank You
LELCLE) SONATA SOFTWARE