BSE IT Technology Sector Regulatory Filings — May 07, 2026

FY26 revenue from operations +37.9% YoY to ₹136,676 lakhs (standalone), outpacing typical IT sector growth, with profit +30.4% YoY to ₹27,873 lakhs

Recommended final dividend ₹4.15/share (415% on ₹1 FV), payable within 30 days post-AGM approval, signaling strong cash generation and shareholder returns

Unmodified auditor opinion on standalone and consolidated FY26 results, confirming reliability of 37.9% revenue and 30.4% profit growth

Standalone non-current assets +93.6% YoY to ₹38,919 lakhs from ₹20,099 lakhs, indicating capex/reinvestment supporting growth trajectory

Annual Secretarial Compliance Report confirms 100% adherence to SEBI LODR Reg 24A, no fines/observations/deviations across all metrics including RPTs and disclosures

All key compliances marked 'Yes' (e.g., secretarial standards, website disclosures), with no prior remedial actions needed, reinforcing governance strength

Scheduled group investor call May 12, 2026, to discuss FY26 audited results, with pre-registration and post-event disclosures, enabling real-time insights

Non-deal roadshow in New York on May 12, 2026, led by AVP-IR, reflects proactive global investor engagement post-FY26

Participation in DAM Capital IT Conference May 13, 2026, with 1:1/group meetings, no UPSI shared, positioning for institutional feedback

Trade receivables +34.9% YoY to ₹89,731 lakhs from ₹66,471 lakhs, aligned with revenue growth, no D/E or margin deterioration flagged

No actions by SEBI/exchanges in FY26, multiple regs 'Not Applicable' (e.g., buybacks, NC securities), indicating stable capital structure

Board approval of FY26 results in 36-min meeting (3-4:05 PM May 7), swift execution post-period end

Trade receivables ballooned +34.9% YoY to ₹89,731 lakhs alongside 37.9% revenue growth, potential for collection delays in IT services cycle

Final dividend ₹4.15/share subject to shareholder approval at 31st AGM (date TBD), TDS and 30-day payout timeline introduce minor execution risk

FY26 results call May 12, 2026 (3:30-4:30 PM), pre-registration required; any technical issues could delay insights

New York group meeting May 12, 2026, subject to changes, overseas logistics amid potential UPSI controls

DAM Capital IT meet May 13, 2026, schedule 'subject to exigencies,' no UPSI but group/1:1 format risks selective info flow perception

Several SEBI regs marked 'Not Applicable' (e.g., buybacks, share-based benefits), may signal limited capital actions amid sector peers' activity

Non-current assets doubled YoY to ₹38,919 lakhs, potentially tying up liquidity if not offset by ops cash flows

Only Sonata disclosed FY26 financials (2/6 filings); peers' silence may hide margin compression or slower growth vs Sonata's 37.9%

37.9% YoY revenue growth to ₹136,676 lakhs with 30.4% profit rise and dividend; position ahead of 31st AGM for approval catalyst

₹4.15/share dividend (415%) offers yield play, buy pre-AGM record date for payout within 30 days

Pre-register for May 12, 2026, FY26 audited results discussion; potential for guidance/outperformance reveal vs Sonata benchmark

May 12 NY investor meeting with IR AVP; track for forward commentary on FY27 deals amid global IT demand

DAM Capital event May 13, 2026; 1:1 meetings offer alpha from mgmt insights pre-earnings cycle

Clean Reg 24A compliance report filed May 7; relative valuation edge in BSE IT for low-risk largecap exposure

37.9% YoY revenue beats implied sector avg (no peers disclosed); midcap rerating potential vs TCS stability

May 12-13 events (Infosys, NIIT, MphasiS) post-Sonata results; momentum trade on IT FY26 strength

Dual unmodified opinions (standalone/consolidated); undervalued if metrics sustain vs BSE IT peers

No deviations from prior reports; pair with Sonata growth for balanced IT portfolio

Sonata's 37.9% YoY revenue / 30.4% profit expansion (only disclosed results); implies BSE IT strength, watch peers for catch-up

4/6 filings on May 12-13 events (Infosys roadshow, NIIT call, MphasiS conf, Sonata AGM pending); post-Q4 transparency drive signals confidence

Sonata's ₹4.15/share proposal (415%); TCS no buyback but stable structure; trend toward returns vs reinvestment in IT services

Unmodified opinions (Sonata) + full SEBI adherence (TCS); 100% positive governance signals across filings, low regulatory overhang

Sonata non-current assets +93.6% YoY, receivables +35%; sector capex for AI/cloud amid growth, but monitor liquidity

3/6 neutral (meets/roadshows) but cluster timing post-results; no bearish flags, sets stage for FY27 guidance upgrades

Monitor for final dividend ₹4.15/share approval and record date; impacts payout timeline within 30 days [TBD 2026]

Group call May 12, 2026 (3:30-4:30 PM) for audited results; pre-register for guidance, metrics vs Sonata's 38% growth [May 12, 2026]

Non-deal group meeting May 12, 2026; watch IR commentary on FY27 pipeline [May 12, 2026]

IT investor meetings May 13, 2026; track for sector outlook, no UPSI but strategic updates [May 13, 2026]

Post-FY26 clean report; watch FY27 Reg 24A for any shifts in 'Not Applicable' areas like buybacks [FY27]

Receivables at ₹89,731 lakhs (+35% YoY); monitor Q1 FY27 for collections amid growth [Q1 FY27]

Only Sonata financials out; watch Infosys/MphasiS/TCS/NIIT for FY26 metrics to benchmark 37.9% revenue growth [May 2026]

No trades in these filings; monitor for CEO/CFO patterns post-May 12-13 events [Ongoing]