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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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Buy or Sell-Sumanspeaks Exclusive: Sell Rolta Ltd[ CMP-->152], Sell GDL Ltd( CMP-->Rs.155.45, Sell Gateway Distripark), Sell Hazoor Media{CMP-->10.50), Sell BSEL Infra(CMP-->Rs.39)and Sell DS Kulkarni( CMP-->Rs.197), Sell Aegis Logistics( CMP-->Rs.142.00. Buy Cummins India( CMP-->Rs.163.25), Buy Monnet Ispat( CMP-->Rs.155), Buy Soma Textiles (CMP-->Rs.25) and Buy Coral Finance and Housing{CMP-->Rs.16.5), Buy Morgan Ventures Ltd( CMP-->Rs.21.05),Buy Chadra Prabhu International(CMP-->Rs.7.25) and Buy Dhoot Industrial Finance ( Rs.15.65). Hold Monnet Ispat Ltd[ If u have already purchased), TISCO, TCS, ITC and Suzlon... Best wishes, Suman Mukherjee, India. www.pkblogs.com/sumanspeaks http://www.sumanspeaks.blogspot.com/

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