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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 Power Grid Corporation Ltd moved to Rs.104.30 before cooling down a  bit. In another move Reliance Power emerged as the front runner among the six short listed entities for a tender floated  by Uttar Pradesh Power Corporation to buy 3000 MW of power for 25 years, the scrip moved to Rs.112.50, after it was recommended.
The infrastructure sector should be happy with the budget. Tomorrow we could see some fireworks in some of the scrips in the sector.....almost half of the budgetary allocations have been directly or indirectly directed towards infrastructure spending.



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