Sonata Investor Presentation

Sonata Software
Investor Deck
Q2 FY 19-20
1
© Sonata Software Ltd, 2019. Confidential.
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 fun & fearless environment where
the potential & passion for work
through Depth of: flourishes
Thought Leadership
Customer Centricity
Execution Excellence For the Community
CSR initiatives to support IT needs
of projects with Social impact
2
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
solutions provider
Engineering, Led Digital
Implementation
and Redistribution
3
Platforms - the secret behind the digital economy’s
most successful companies
OPEN SCALABLE CONNECTED INTELLIGENT
Sonata’s approach to Digitizing business

using platforms
PLATFORMATION
4
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 strategy Data analytics customer (Platform machine
experience learning)
5
Approaches to achieve Platformation
Sonata READY Sonata ACCELERATE Sonata CUSTOM
• 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
6
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
Omnichannel Digital Travel Modern Distribution built on Rezopia platform ensuring
Retail Platform Platform Platform seamless booking experience for
customers across Web, Ticket
Counter, and Call Center channels.
Commodity Trading Platform 7

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 by enhancing
functionality
Versatile retail store and

e-Commerce integration for a US
Dynamics 365 Cortana Cloud for Customer fashion brand ensuring scalable,
Intelligence Suite omnichannel shopping experiences
& operations using Dynamics
retail platform
8
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
open platform with finite license costs
Sonata Platform Component Assets

Enabled a US-based travel
company innovate on
membership-based business
B2C & B2B Digital Unified Enterprise DevOps &
Mobility Platform
models, increasing
Commerce Platform CloudOps Platform
bookings by 200%, and scaling
service 6X to 120,000+ members
9
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
10
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 | Knowledge Management |

Charter Innovation | Process & Capability | Reusability
Commercial Models: Project-based | Outsourced | Output-based

Build-Operate-Transfer | Turnkey-managed | Joint Venture
11
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 of

impact solutions delivered
Freedom Our flexible working style encourages ideation within broad

to contribute boundaries
Early identification, mentoring, and nurturing of talent for

Growth
growth by senior leaders
We need to take a pause and appreciate the drive and determination we have seen
from every player on what is a complex effort and delivery. We commend you all for
your effort…keep up the good work!
Director – Platform Systems, US Travel Leader
12
Our CSR Programs
Traditional Arts, Textile Preservation of our
Education Education
and Handicrafts Cultural Heritage
IISc (Bangalore), IIIT-B WomenWeave Agastya Museum of Art &

(Bangalore), (Maheshwar), The (Kuppam),Telangana Photography (Bangalore)
Kishkinda Trust (Koppal) Yuvathi Mandali
“We encourage research (Hyderabad), WCT “We are providing technology
activities in cutting-edge areas support for the Museum by
of Computer Science and also “We developed a digitally (Mumbai) building responsive website
focus on research fellowships, enabled craft store front and e- and mobile app along with
“We have developed digitally-
evangelization of technology commerce platform for our developing a digital repository
enabled learning platforms
for digital transformation” partners” such as Lab on tab for to host the digitized version of
teachers and students. We all the artifacts by MAP as well
also provide scholarships and as giving them a Grant for
grants, especially for the girl ongoing programs”
child”
13
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 | Retail & Distribution | Software
Customer C0E-led Delivery
Quality, People, & Processes

Global Reach
Innovation | Commitment | Impact
North America | Europe | Asia | ANZ
SEI CMMI L5 | ISO | Agile
14
Executing Strong Alliance SONATA, A BEST IN CLASS MICROSOFT
PARTNER (Top 1%)
25 Years 15 Gold 14+ Years

MICROSOFT PARTNER CERTIFIED COMPETENCIES Product Engineering & Support
GISV, lSP, CSP, ISV Dev Centre, SI. Dynamics 365, Partner
Country Partner India 2014, 15, 17. Power BI, Cortana AX, D365, Dynamics Retail product
Global alliance footprint Azure, .Net, Mobility engineering. D365 Support and Professional
Direct Support services for CSS
2500+ 100+ Clients $180+

TEAM ACROSS THE GLOBE million/annum
On Microsoft Technologies with
1000 + on Microsoft Biz Apps
USA, Europe, Asia, India, Australia, Middle REVENUE TO MICROSOFT
East
Across the service lines
INDUSTRY PLATFORM IP STRATEGIC

FOCUS DIGITAL ON MS DYNAMICS & AZURE- ACQUISITIONS
Retail, Consumer goods, Distribution, ENABLED Scalable Data Systems, Sopris, IBIS Inc
Commodity Trading, Field Service, Travel, Brick & Click, Modern Distribution,
ISV Commodity Trading, Rezopia,
Kartopia, Halosys, Rapid
15
Execution - Strategic Acquisitions
Rezopia Halosys IBIS Inc. Scalable Data System Sopris
• Cloud based travel ERP • Unified Enterprise • Advanced Supply Chain • Integrated Platform for • Platform corporations in
SaaS Mobility Platform Management Software Commodity Procurement Utilities, Engineering, Oil
• Enhanced to wider • Integrated to Sonata for Dynamics and Trading to Manage & Gas, Professional
digital travel platform industry specific • Extended to Modern Contracts and Reduce Services etc digitally
with Commerce, Mobility platform IP to extend Distribution Platform Risks. transform their field
& Analytics their mobile capability with Commerce and • Execute contracts, services operations
• Sub vertical specific • Pre-built industry Field Sales Apps Manage risk and fully • Cloud based, Optimize
solutions – Tour specific Apps – • Dynamics capability & track financials across schedules, Increases
Operator, Corporate, Rail Shopping, Mass US Geo footprint multiple contracts for productivity and
Distribution, Travel raw materials. collaboration and
Assistant • Single, cloud-based ensures Real time
solution which integrates inventory of parts &
seamlessly with spares
Microsoft Dynamics 365 • Integrated with D365
Finance and Operations.
16
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 15%+ CAGR over last 4 years
• PAT growth at 15%+ CAGR for 4 years
• Strong Balance sheet
• Regular Dividend payout
17
Financials
(Q2 2019-20)
Result Snapshot – Q2 FY 20
INR Crores
₹ in Crores
Description For the Quarter ended For the half year ended
30-Sep-19 30-Jun-19 30-Sep-18 QoQ YoY 30-Sep-19 30-Sep-18 YoY
Revenues
International IT Services 312.6 304.5 275.3 3% 14% 617.1 532.4 16%
Domestic- Products & Services 399.1 574.1 325.9 -30% 22% 973.2 763.1 28%
Consolidated 703.1 874.6 593.1 -20% 19% 1,577.7 1,281.4 23%
EBITDA
Domestic- Products & Services 22.5 22.4 17.7 1% 27% 44.9 34.4 31%
Consolidated 111.4 106.4 90.7 5% 23% 217.7 173.8 25%
PAT
Domestic- Products & Services 16.1 13.7 11.0 18% 46% 29.8 21.4 39%
Consolidated 72.2 67.1 62.2 8% 16% 139.3 119.8 16%
19
Consolidated – Financials
INR Crores
20
Consolidated – Human Capital
21
Consolidated – ROCE & RONW
22
Days Sales Outstanding
23
International IT services - Financials
INR Crores
24
International IT services - Revenue
INR Crores
25
International IT services – Revenue Mix
Geography Vertical
100% 100%
12% 12% 13% 14% 17% 17% 18%
19% 19% 19%
80% 80%
30% 32% 32% 30% 30% 26%
60%
26% 27% 28% 26%
60%
40% 40% 29% 28% 28% 26% 27%

58% 56% 55% 56% 53%
20% 20%
28% 27% 26% 28% 28%
0% 0%
Q2 19 Q3 19 Q4 19 Q1 20 Q2 20 Q2 19 Q3 19 Q4 19 Q1 20 Q2 20
USA Europe incl UK Rest of World OPD TTL Retail Distribution Others
Revenue Type
100%
95% 11% 13% 13% 13% 12%
90%
85% 89% 87% 87% 87% 88%
80%
Q2 19 Q3 19 Q4 19 Q1 20 Q2 20
T&M FP
26
International IT services – Revenue by Competency
37%
from
Digital
27
IP Led Revenue
Trend - IP Led Revenues (%)

80.0 30.0%
24.2%
70.0 23.8%
21.7% 25.0%
60.0
19.1%
18.0% 20.0%
50.0
40.0 15.0%
69.0 72.1
30.0 63.5
51.7 10.0%
47.5
20.0
5.0%
10.0
- 0.0%
Q2'19 Q3'19 Q4'19 Q1'20 Q2'20
Revenues % of International Services Revenue
28
International IT services – Revenue by Customers
Customer Category
30 30
30 27 28 28 28 28
26 25
25 23 23 24 24 24
22
20
15
10
0
Q2 19 Q3 19 Q4 19 Q1 20 Q2 20
# of Fortune 500 accounts # of million dollar clients No. of Global 2000 customers
29
Forward Cover Realization Rates
30
Domestic Product & Services - Financials
INR Crores
31

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Sonata Software

For the Customers

’86-’92 : Indian Software Product Pioneer

OPEN SCALABLE CONNECTED INTELLIGENT

Sonata’s approach to Digitizing business

Robotic Process Security & Telemetry & Self

Sonata READY Sonata ACCELERATE Sonata CUSTOM

• End-to-end, industry- • Deploy popular • Engineer custom

Accelerate speed to market, use proven industry practices,

Omnichannel reservation system

Commodity Trading Platform 7

Industry-leading horizontal platforms, that address needs of

Versatile retail store and

For businesses looking to create environments supporting

Sonata Platform Component Assets

Engineering Excellence Operations Excellence

• Governance • Value Co-creation

TECHNOLOGY | SKILLS | ASSETS | PROCESSES

Domain Knowledge | Technical Knowledge | Knowledge Management |

Commercial Models: Project-based | Outsourced | Output-based

Customer Continuous exposure to clients to assess business impact of

Freedom Our flexible working style encourages ideation within broad

Early identification, mentoring, and nurturing of talent for

Director – Platform Systems, US Travel Leader

IISc (Bangalore), IIIT-B WomenWeave Agastya Museum of Art &

Deep Client Commitment

Quality, People, & Processes

25 Years 15 Gold 14+ Years

2500+ 100+ Clients $180+

INDUSTRY PLATFORM IP STRATEGIC

Rezopia Halosys IBIS Inc. Scalable Data System Sopris

• Best-in-Class Board and Top management Profiles

• Consistent Track record of Growth, profitability

• Revenue Growth at 15%+ CAGR over last 4 years

• PAT growth at 15%+ CAGR for 4 years

• Strong Balance sheet

• Regular Dividend payout

40% 40% 29% 28% 28% 26% 27%

Trend - IP Led Revenues (%)

Revenues % of International Services Revenue

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