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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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Today's afternoon Calls:
1. Buy Samkrg Piston and Rings Ltd at Rs.86. The company came out with very good results in the September, 2006. This result has been overlooked by the market. 2. Buy Soma Textile & Industries Ltd The company came out with good results in the September, 2006 quarter. The company will benefit from the restructuring exercise it carried last year and till the first part of this year. 3. Buy Roto Pumps Ltd. The company has completed the restructuring exercise and is on a move. Good price to pick the stock from the market. Should move up to Rs.80---Rs.90 in 8 month--18 months time. Pumps are necessary for infrastrucuture development and also in the agriculture sector. Both the sectors are given special impetus by the government. ALways have a long term view....PBA Infrastructure Ltd and Haldyn Glass is doing well today. More in the following mails.... Best wishes, Suman Mukherjee India. www.pkblogs.com/sumanspeaks

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