Query Board

Investment Horizon : Query-Specific : Subscribers can ask their queries regarding stocks they hold and get our expert guidance. [EasyDNNnews:PaidContentStart]

Sonata Software is a global IT services and consulting company offering digital transformation solutions across cloud, data, cybersecurity and digital commerce. The company operates through diversified verticals, including travel, retail, BFSI and healthcare, and services more than 300 enterprise clients worldwide. With delivery centres in India and strong global presence, Sonata’s business model is supported by IP-led platforms, long-term customer relationships and rising demand for digital spending. 

Financially, the company reported Q2FY26 revenue of ₹2,119 crore, marginally lower than ₹2,170 crore in Q2FY25, reflecting near-term softness in discretionary IT demand. However, profitability improved, with net profit rising to ₹120 crore from ₹106 crore last year on better cost efficiency. Sonata trades at a valuation lower than the industry average and offers a healthy dividend yield of over 1 per cent, enhancing shareholder appeal. 

Considering fundamentals, attractive valuation, improved profitability and a 6-12 month outlook, we suggest HOLD. Long-term investors may reassess accumulation once revenue momentum improves. 
 

Suyog Telematics is a passive telecom infrastructure provider engaged in the installation, leasing and maintenance of telecom towers, optical fibre cable networks and related infrastructure. With presence across multiple states, the company supports major telecom operators, and its business model benefits from long-term rental contracts and rising data consumption. Strong industry tailwinds, including expanding 4G/5G rollouts, network densification and government-backed digital penetration goals, provide a favourable long-term growth environment for infrastructure players like Suyog. Financially, the company delivered revenue of ₹52 crore in Q2FY26, up from ₹48 crore in Q2FY25, reflecting healthy demand traction. Net profit, however, moderated to ₹17 crore versus ₹20 crore last year due to higher costs and interest expenses. Despite this dip, financials remain stable and valuations are not expensive relative to sector peers. 

Given sector outlook, steady revenue performance and reasonable valuations, we suggest a HOLD at this stage. Fresh accumulation can be considered once earnings growth regains momentum. Avoid exiting at current levels unless risk appetite is very low. 

[EasyDNNnews:PaidContentEnd] [EasyDNNnews:UnPaidContentStart]

[EasyDNNnews:UnPaidContentEnd]