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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 Recommendation:
Buy Noida Toll Bridge Company Ltd at Rs.27.2 for some good appreciation ahead. It is because:
1.The company has will very soon amalgamate the Company with its 100% subsidiary, DND Flyway Ltd. The Scheme of Amalgamation will have a positive impact on the Income Statement, since expenses which would have otherwise been amortised through the income statement, will be adjusted against Reserves and Surplus. The Scheme will have a healthy impact on the Company's profits and dividend paying capacity, going forward.
2. The Mayur Vihar Link Road (a road linking the Noida Toll Bridge to Mayur Vihar in East Delhi) which has been opened to traffic will work wonders for the company in the days ahead.
Buy with a price target of Rs.42 and Rs.60. If the revenues generated from the second brigdge is substantial, the target could be elevated further.

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