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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-day Analysis:
HLL Comes up with wonderful results. Keep holding the stock at Rs.232.80 for some wonderful gains. Please refrain from adding more at this price. RBI Increases Reverse Repo rates and hence exit all the banking counters as banks might have some pressure on the profitability. But most of the banks hardly borrow from RBI. So I can say this step will chanllenge the efficiency of banks as how they manage their capital. DCM Shriram Consolidated Ltd has gone past the recommended price. Those who are averse to risk can take their own decisions whether to stay put or exit. I am holding some shares of the company .... Stovec Industries Ltd is still above Rs.113, which is good. Keep holding and add on declines. Chandra Prabhu International Ltd is having a AGM today, keep watch on the counter. Coral Finance and Housing Ltd. is coming up with results tomorrow. Keep watch. More on the following mails....... Best wishes, Suman Mukherjee India. www.eindiabrokers.com www.bcozindia.com www.sumanspeaks.blogspot.com

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