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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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Mid-market watch:
The markets are looking firm. The inflataion is slowing down and ultimately Steel and Sugar companies are doing well. I have taken some Mawana Sugars Ltd as the company has the strongest Book Value as compared to its peers. I have taken it as a non-delivery pick and intra-day pick. Look at the small cap company Dhoot Industrial Finance Ltd. Get out of Banking counters if u are making profits.
More in the following mails............
Best wishes,
Suman Mukherjee
India.

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