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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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WINNING STROKES: THINK DIFFERENT:
My recommended Avon Corporation Ltd at Rs.5.75 moved to Rs.5.93 today before cooling down a bit. The company came out with good results for the Q1FY10. A report would soon be placed in www.sumanspeaksplus.blogspot.com
My recommended Balasore Alloys Ltd (Report at: SumanSpeaksPlus) on 5th September, 2010, hit the buyer freeze today, before cooling down a bit. One negative point is that it is from the Ispat Group, but positive point is that there are some new developments in the Ispat Group.
Sanguine Media Services Ltd crossed Rs.5 today before cooling down a bit. There has been non stop bulk deals in the company during the last few weeks---just watch---www.bseindia.com.
Gujarat Alkalies and Chemicals Ltd touched Rs.127.25 today, before cooling down a bit. This stock was also recommended to the Paid Groups, as PICK OF THE WEEK. There is a report on the company at: SumanSpeaksPlus.
Kohinoor Broadcasting Corporation Ltd touched Rs.4.24 today before cooling down a bit. The stock was recommended at Rs.3.3-3.4. Good delivery based buying was seen in the counter, which is a positive sign.
Note: I am entangled in some too serious Family Problems and hence I might not be available in the next couple of days during the markets hours. Please play safe and be happy.

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