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SONATSOFTW - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.2

Last Updated Time : 04 May 26, 11:42 am

Fundamental Rating: 3.2

Stock Code SONATSOFTW Market Cap 7,152 Cr. Current Price 255 ₹ High / Low 464 ₹
Stock P/E 29.2 Book Value 28.6 ₹ Dividend Yield 1.73 % ROCE 30.6 %
ROE 28.4 % Face Value 1.00 ₹ DMA 50 263 ₹ DMA 200 330 ₹
Chg in FII Hold -0.05 % Chg in DII Hold -0.75 % PAT Qtr 57.7 Cr. PAT Prev Qtr 147 Cr.
RSI 49.5 MACD 3.20 Volume 7,25,566 Avg Vol 1Wk 5,95,186
Low price 207 ₹ High price 464 ₹ PEG Ratio -9.44 Debt to equity 0.16
52w Index 18.6 % Qtr Profit Var 874 % EPS 7.86 ₹ Industry PE 21.6

📊 SONATSOFTW shows strong efficiency metrics with ROCE (30.6%) and ROE (28.4%), reflecting excellent capital utilization. The company maintains a healthy balance sheet with low debt-to-equity (0.16) and EPS of ₹7.86, supporting earnings visibility. Dividend yield of 1.73% adds shareholder value. However, profitability has weakened sharply (PAT ₹147 Cr. → ₹57.7 Cr. QoQ), and valuations are stretched with P/E (29.2) compared to industry average (21.6). PEG ratio (-9.44) highlights poor growth prospects relative to valuation. Current price ₹255 is near DMA 50 (₹263) but below DMA 200 (₹330), suggesting medium-term weakness. Entry zone is attractive near ₹240–255 for accumulation.

💡 Long-term investors should hold cautiously with a 2–3 year horizon, monitoring profitability trends. Exit strategy: partial profit booking near ₹280–300 or full exit if earnings continue to decline and ROE falls below 25%.

Positive

  • 📈 Strong ROCE (30.6%) and ROE (28.4%).
  • 💰 Dividend yield of 1.73% provides passive income.
  • 📊 EPS of ₹7.86 supports earnings visibility.

Limitation

  • ⚠️ PAT declined sharply (₹147 Cr. → ₹57.7 Cr.).
  • 📉 High P/E (29.2 vs industry 21.6) indicates overvaluation.
  • 📊 Negative PEG ratio (-9.44) reflects poor growth efficiency.

Company Negative News

  • 📉 FII holding decreased (-0.05%), showing reduced foreign investor confidence.
  • 📊 DII holding decreased (-0.75%), reflecting domestic caution.

Company Positive News

  • 📈 Quarterly profit variation (+874%) highlights volatility but potential for recovery.
  • 📊 Technicals: RSI at 49.5 and MACD positive (3.20), indicating neutral-to-bullish momentum.

Industry

  • 💻 Industry PE at 21.6 is lower than SONATSOFTW’s 29.2, suggesting relative overvaluation.
  • 📉 IT services sector is cyclical, tied to global demand, outsourcing trends, and digital transformation projects.

Conclusion

⚖️ SONATSOFTW is a moderately strong candidate for medium-term investment with excellent ROE/ROCE and decent dividend yield, but weak PAT and negative PEG ratio limit long-term potential. Ideal entry is near ₹240–255. Exit near ₹280–300 or on further deterioration of earnings.

This structured HTML report captures SONATSOFTW’s fundamentals, valuation risks, and sector context with clear entry/exit guidance. Would you like me to extend this into a peer benchmarking overlay against Infosys, TCS, and HCL Tech to highlight stronger alternatives in the IT services sector?

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