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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:
Sensex reached my target of 21, 000 given 7-8 months back. The Samavat 2067 brought cheers to the markets on Friday boosted by spectacular closing of Samavat 2066. Equity benchmarks saw a new all-time high, closing on Friday, led by rate sensitives and commodities related companies' shares. The Sensex and Nifty shut shop above the psychologically important levels - 21000 and 6300 respectively. At that time if I remember correctly, Mr.Rakesh Jhunjhunwala said there is no direction for the markets in the next 3 months time frame. And when I wrote against this, I received a  number of hate mails and a lot of cynics/adversaries, criticized me for that.....now I think this will silence many of them....
My last week's Pick of the Week, CCL Products Ltd at Rs.316.70 touched Rs.334.90 last Friday. I have placed a target of Rs.700 for the scrip. Very soon a report will be placed at SumanSpeaksPlus.
Those who are holding my recommended Patspin Ltd, since a long time, should take this opportunity and exit the counter.
Those who are still holding my recommended ASM Technologies Ltd at Rs.25, should keep holding the same......


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