Sonata Software Ltd
NSE:SONATSOFTW
| US |
|
Johnson & Johnson
NYSE:JNJ
|
Pharmaceuticals
|
| US |
|
Berkshire Hathaway Inc
NYSE:BRK.A
|
Financial Services
|
| US |
|
Bank of America Corp
NYSE:BAC
|
Banking
|
| US |
|
Mastercard Inc
NYSE:MA
|
Technology
|
| US |
|
UnitedHealth Group Inc
NYSE:UNH
|
Health Care
|
| US |
|
Exxon Mobil Corp
NYSE:XOM
|
Energy
|
| US |
|
Pfizer Inc
NYSE:PFE
|
Pharmaceuticals
|
| US |
|
Palantir Technologies Inc
NYSE:PLTR
|
Technology
|
| US |
|
Nike Inc
NYSE:NKE
|
Textiles, Apparel & Luxury Goods
|
| US |
|
Visa Inc
NYSE:V
|
Technology
|
| CN |
|
Alibaba Group Holding Ltd
NYSE:BABA
|
Retail
|
| US |
|
JPMorgan Chase & Co
NYSE:JPM
|
Banking
|
| US |
|
Coca-Cola Co
NYSE:KO
|
Beverages
|
| US |
|
Walmart Inc
NYSE:WMT
|
Retail
|
| US |
|
Verizon Communications Inc
NYSE:VZ
|
Telecommunication
|
| US |
|
Chevron Corp
NYSE:CVX
|
Energy
|
If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards.
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
| 52 Week Range |
305
679.2
|
| Price Target |
|
We'll email you a reminder when the closing price reaches INR.
Choose the stock you wish to monitor with a price alert.
|
|
Johnson & Johnson
NYSE:JNJ
|
US |
|
|
Berkshire Hathaway Inc
NYSE:BRK.A
|
US |
|
|
Bank of America Corp
NYSE:BAC
|
US |
|
|
Mastercard Inc
NYSE:MA
|
US |
|
|
UnitedHealth Group Inc
NYSE:UNH
|
US |
|
|
Exxon Mobil Corp
NYSE:XOM
|
US |
|
|
Pfizer Inc
NYSE:PFE
|
US |
|
|
Palantir Technologies Inc
NYSE:PLTR
|
US |
|
|
Nike Inc
NYSE:NKE
|
US |
|
|
Visa Inc
NYSE:V
|
US |
|
|
Alibaba Group Holding Ltd
NYSE:BABA
|
CN |
|
|
JPMorgan Chase & Co
NYSE:JPM
|
US |
|
|
Coca-Cola Co
NYSE:KO
|
US |
|
|
Walmart Inc
NYSE:WMT
|
US |
|
|
Verizon Communications Inc
NYSE:VZ
|
US |
|
|
Chevron Corp
NYSE:CVX
|
US |
This alert will be permanently deleted.
Sonata Software Ltd
Sonata Software Ltd. weaves its narrative in the competitive landscape of Information Technology services, distinguishing itself with a strong focus on providing digital transformation solutions. Its journey began as a modest IT services firm, but over the years, it has strategically expanded its expertise and portfolio, making significant strides into cloud and data analytics, application management, and digital commerce. Sonata’s prowess lies in its ability to tailor technology-driven solutions that cater to the evolving needs of businesses across various sectors, including retail, travel, and distribution. By harnessing partnerships with major technology players like Microsoft and AWS, Sonata not only enhances its service offerings but also ensures an up-to-date technological backbone, crucial in developing cutting-edge solutions for its clients.
Financially, Sonata Software thrives by adopting a dual revenue model, focusing on both domestic and international markets. The company generates a substantial portion of its income through its Enterprise Resource Planning (ERP) solutions and IT consulting services, which are increasingly in demand as businesses worldwide seek to optimize operations and drive efficiency. Furthermore, with a robust presence in its proprietary platforms, Sonata transforms client operations by integrating its Platformation approach, stressing on platform-led digital transformation. This strategic framework allows Sonata to not just solve immediate IT challenges, but to become an integral part of their clients' long-term strategy for digital growth, ensuring a steady stream of revenue through continued partnerships and service engagements.
Sonata Software Ltd. weaves its narrative in the competitive landscape of Information Technology services, distinguishing itself with a strong focus on providing digital transformation solutions. Its journey began as a modest IT services firm, but over the years, it has strategically expanded its expertise and portfolio, making significant strides into cloud and data analytics, application management, and digital commerce. Sonata’s prowess lies in its ability to tailor technology-driven solutions that cater to the evolving needs of businesses across various sectors, including retail, travel, and distribution. By harnessing partnerships with major technology players like Microsoft and AWS, Sonata not only enhances its service offerings but also ensures an up-to-date technological backbone, crucial in developing cutting-edge solutions for its clients.
Financially, Sonata Software thrives by adopting a dual revenue model, focusing on both domestic and international markets. The company generates a substantial portion of its income through its Enterprise Resource Planning (ERP) solutions and IT consulting services, which are increasingly in demand as businesses worldwide seek to optimize operations and drive efficiency. Furthermore, with a robust presence in its proprietary platforms, Sonata transforms client operations by integrating its Platformation approach, stressing on platform-led digital transformation. This strategic framework allows Sonata to not just solve immediate IT challenges, but to become an integral part of their clients' long-term strategy for digital growth, ensuring a steady stream of revenue through continued partnerships and service engagements.
Solid Margin Expansion: EBITDA margin rose to 17.3% in Q2, up 70 basis points sequentially, despite a wage hike impact, supported by higher utilization and increased offshoring.
Resilient PAT Growth: Consolidated PAT increased by 10% quarter-on-quarter and 12.9% year-on-year, demonstrating underlying profit strength despite revenue challenges.
AI Momentum: AI-driven order book grew to 10% of the total, with multiple new AI deals won and nearly 95% of workforce now AI-trained.
BFSI and TMT Headwinds: Revenue declines from large BFSI and TMT clients were largely offset by new deal wins in healthcare and mid-sized AI deals.
Order Book and Pipeline: Book-to-bill ratio stood at 1.28, with large deals comprising about 40% of the pipeline. 8 clients now exceed $10 million annual run rate.
Domestic Business Reset: Domestic revenue dropped sharply due to business model changes and Microsoft’s evolving direct-sales strategy, though gross contribution and PAT for this segment held up.
Outlook: Management expects margin gains and PAT to further accrete in the second half, with headwinds from key client ramp-downs mostly absorbed by Q3.
