Sonata Software · forward-looking guidance across the available source record.
Guidance tracker
Management expects EBITDA to remain in the 18-21% range, sustaining the current trajectory without sharp decline or increase. The margin improvement was driven by utilization gains, offshore mix, pyramid optimization, and price increases.
Following a large client impact, the domestic business (gross contribution level) is expected to return to YoY growth by Q2 FY27 through three strategic pillars: SMC segment expansion, new OEM partnerships, and large SI deals.
Management expects current growth trajectory to continue for the next 1-2 quarters as they absorb impacts from large tech and retail client headwinds. Q4 impact from the large retail client has been factored into guidance.
AI order bookings contributed 14% of total order wins in Q3, up from 10% in Q2. The company is actively pursuing AI opportunities across 100+ clients.