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DEEP DIVE ANALYSIS • NSE: NEWGEN • FY26 RESULTS Newgen Software Technologies Ltd: From ₹1,336 TO ₹493 — Valuation Reset or the Next Enterprise AI Compounder?  What the Q4 FY26 Numbers Actually Reveal Beneath the Midcap IT Bloodbath By SUMAN MUKHOPADHYAY | SumanSpeaks Independent Research • June 02, 2026 Newgen Software Technologies Ltd (Rs. 493)   was last trading at a pproximately ₹493 — down nearly 63% from its 52-week high near ₹1,336. In most cases, such a collapse signals severe business deterioration. But Newgen’s FY26 financials tell a far more complicated story. The company remains debt-light, highly profitable, cash-generative, and structurally positioned in one of the most important enterprise themes globally: AI-enabled workflow orchestration. Yet the stock has suffered one of the sharpest valuation compressions in the Indian en...
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DEEP DIVE ANALYSIS · NSE: SEPC · FY26 RESULTS SEPC Limited: Twelve Questions, Twelve Straight Answers What the FY26 Numbers Actually Say — and What the Market Is Missing By SUMON MUKHOPADHYAY  |  SumanSpeaks Independent Research SEPC Ltd (₹7.02) filed its FY26 results on May 25, 2026 — and the headline numbers are genuinely impressive. Total consolidated income up 68%. Net profit more than doubled. A ₹10,000+ crore order book. A strategic Abu Dhabi acquisition. Yet the stock languishes at ₹7.02, down nearly 46% over the past year. Something doesn't add up — or does it? We cut through twelve of the most important questions investors are asking, answer them plainly, and add the numbers and nuance that the press release left out. RESULTS SCOREBOARD METRIC Q4 FY26 YoY FY26 FULL YEAR YoY Total Income ₹288.95 Cr +129.12% ₹...
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▶ Telecom Equipment  |  Tata Group  |  Deep Dive Tejas Networks: The Balance Sheet Is Bleeding. The Order Book Is Not. Q4 FY26 Results Analysis — Revenue crater, debt mountain, and why the bull thesis isn't dead yet. By Sumon Mukhopadhyay  |  sumanspeaks.blogspot.com Tejas Networks Ltd (₹520.40) posted what, by any conventional reading, should be a disaster of a quarter. Revenue down 82% year-on-year. Net loss of ₹211 crore. EBITDA deeply negative. Gross debt touching ₹4,035 crore. The stock duly obliged the bad news and fell 6%. And yet — the order book rose 49% YoY, an imminent BSNL purchase order of ₹1,526 crore is reportedly pending formalisation, and the company's indigenous 5G RAN products just entered commercial deployment. This is not a company that is failing. It is a company that is waiting . Those are very different animals. ◆ Q4 FY26 Scoreboard CMP ₹520.40 ...
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Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
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Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
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