Shareholding Pattern: Shareholding Pattern Sonata Software FY(Q1-Jun 2024-2025)

Shareholder Name	Previous Quater Quantity(In Crores)	Current Quater Quantity(In Crores)	Previous Quater Shares(in %)	Current Quater Shares(in %)	Quater to Quater Difference
Promoters	7.90	7.90	28.17	28.17	0
Public	19.86	19.86	37.81	36.85	-0.96 %
DII	5.34	6.05	19.06	21.57	+2.51 %
FII	3.91	3.48	13.94	12.41	-1.53 %
Government	0.00	0	0	0	0

Promoters shareholding remained stable, at 28.17% in both March 2024 and June 2024. This indicates that the promoters’ control over the company did not change during this period. The percentage of shares held by the public decreased from 37.81% in March 2024 to 36.85% in June 2024.This reduction indicates that the public’s stake in the company diminished during this period.DIIs (Domestic Institutional Investors) shareholding increased from 19.06% in March 2024 to 21.57% in June 2024 , indicating that domestic institutions increased their stake in the company by 2.51% . FIIs (Foreign Institutional Investors) shareholding decreased from 13.94% in March 2024 to 12.41% in June 2024 ,indicating that foreign institutions reduced their investments by 1.5% in the company during the quarter. This suggests a pullback in their investment .

Let’s look into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Directors and their relatives (excluding independent directors and nominee directors)	0.360	0.354	1.28	1.26	-0.02 %
SRIKAR PALEM REDDY	0.332	0.326	1.18	1.16	-0.02 %
Resident Individuals holding nominal share capital up to Rs. 2 lakhs	4.798	4.694	17.11	16.74	-0.37 %
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs	4.117	4.090	14.68	14.59	-0.09 %
Non Resident Indians (NRIs)	0.363	0.341	1.29	1.21	-0.08 %
Bodies Corporate	0.693	0.591	2.47	2.11	-0.36 %
Any Other (specify)	0.177	0.169	0.63	0.6	-0.03 %
Trusts	0.008	0.004	0.03	0.02	-0.01 %
HUF	0.168	0.164	0.6	0.59	-0.01 %

Observations show a significant difference of -0.02 % in Directors and their relatives (excluding independent directors and nominee directors)’s financial performance between quarters.Observations show a significant difference of -0.02 % in SRIKAR PALEM REDDY’s financial performance between quarters.Observations show a significant difference of -0.37 % in Resident Individuals holding nominal share capital up to Rs. 2 lakhs’s financial performance between quarters.Observations show a significant difference of -0.09 % in Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs’s financial performance between quarters.Observations show a significant difference of -0.08 % in Non Resident Indians (NRIs)’s financial performance between quarters.Observations show a significant difference of -0.36 % in Bodies Corporate’s financial performance between quarters.Observations show a significant difference of -0.03 % in Any Other (specify)’s financial performance between quarters.Observations show a significant difference of -0.01 % in Trusts’s financial performance between quarters.Observations show a significant difference of -0.01 % in HUF’s financial performance between quarters.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Mutual Funds/	4.925	5.470	17.56	19.51	+ 1.95 %
TATA MUTUAL FUND – TATA NIFTY INDIA DIGITAL EXCHAN	0	0.430	0	1.53	+1.53%
NIPPON LIFE INDIA TRUSTEE LTD-A/C NIPPON INDIA NIF	0	0.302	0	1.08	+1.08%
HSBC MULTI ASSET ALLOCATION FUND	0	0.995	0	3.55	+3.55%
HDFC SMALL CAP FUND	0	1.916	0	6.83	+6.83%
CANARA ROBECO MUTUAL FUND A/C CANARA ROBECO MULTI	0	0.489	0	1.75	+1.75%
ADITYA BIRLA SUN LIFE TRUSTEE Pvt. A/C	0	0.455	0	1.62	+1.62%
Alternate Investment Funds	0.175	0.181	0.62	0.64	+ 0.02 %
Insurance Companies	0.244	0.396	0.87	1.41	+ 0.54 %
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED	0	0.340	0	1.21	+1.21%
TATA DIGITAL INDIA FUND	0.379	0	1.35	0	-1.35%
HSBC MIDCAP FUND	1.108	0	3.95	0	-3.95%
HDFC MUTUAL FUND – HDFC S&P BSE 500 ETF	2.150	0	7.67	0	-7.67%
ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C	0.319	0	1.14	0	-1.14%

The latest quarter saw a considerable enhancement in stakeholding for Mutual Funds/, reflecting an uptick of 1.95 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for Alternate Investment Funds, reflecting an uptick of 0.02 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for Insurance Companies, reflecting an uptick of 0.54 % in their shares.TATA MUTUAL FUND – TATA NIFTY INDIA DIGITAL EXCHAN had no shares in the previous quarter but now holds 1.53% of shares in the current quarter.NIPPON LIFE INDIA TRUSTEE LTD-A/C NIPPON INDIA NIF had no shares in the previous quarter but now holds 1.08% of shares in the current quarter.HSBC MULTI ASSET ALLOCATION FUND had no shares in the previous quarter but now holds 3.55% of shares in the current quarter.HDFC SMALL CAP FUND had no shares in the previous quarter but now holds 6.83% of shares in the current quarter.CANARA ROBECO MUTUAL FUND A/C CANARA ROBECO MULTI had no shares in the previous quarter but now holds 1.75% of shares in the current quarter.ADITYA BIRLA SUN LIFE TRUSTEE Pvt. A/C had no shares in the previous quarter but now holds 1.62% of shares in the current quarter.ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED had no shares in the previous quarter but now holds 1.21% of shares in the current quarter.TATA DIGITAL INDIA FUND had 1.35% of shares in the previous quarter but exited in the current quarter.HSBC MIDCAP FUND had 3.95% of shares in the previous quarter but exited in the current quarter.HDFC MUTUAL FUND – HDFC S&P BSE 500 ETF had 7.67% of shares in the previous quarter but exited in the current quarter.ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C had 1.14% of shares in the previous quarter but exited in the current quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Foreign Portfolio Investors Category I	3.758	3.375	13.4	12.04	-1.36 %
Foreign Portfolio Investors Category II	0.151	0.105	0.54	0.37	-0.17 %

Stakeholding dwindled by -1.36 % for Foreign Portfolio Investors Category I in comparison to the preceding quarter.Stakeholding dwindled by -0.17 % for Foreign Portfolio Investors Category II in comparison to the preceding quarter.