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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 Panoramic Universal at Rs.22, hits the buyer freeze in the opening trade. The scrip was recommended both to the Free and Paid Groups some weeks back. 
There are some positive updates on Avon Corporation Ltd: The company has at present tripled (3 times) its production capacity as compared to FY09 (2008-09). The company has tied up with Future Group (Pantaloon Ltd) for selling its products. It has also recently received an order from ICICI Bank. It has good order book position as of now as is expected to close its order book at Rs.135-140 Cr the end of this fiscal.  The company has tied up with Jawon Medical Ltd of South Korea for special types of products. The company is expected to come up with Q2FY11, results on 30th October, 2010, which is expected to be good. These positive developments could take the scrip to around Rs.7-8 going forward.
I sent this news some days back in Face Book: Rice related scrips should do well going forward as world rice stock with major producers are expected to come down in coming year hitting supplies and boosting prices. KRBL, Kohinoor, Daawat etc can continue their uptrend and are expected to posted good quarterly numbers in the coming quarters. Now look at KRBL Ltd...
Gujarat Alkalies Ltd recommended around Rs.120-121, last month crossed Rs.145 today in the morning trade.
My recommended Balaji Amines Ltd touched Rs.249 today. Both the Free and Paid Group members could recollect that the scrip was recommended around Rs.169-170 a couple of months back. Also a report was placed in www.sumanspeaksplus.blogspot.com.

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