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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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INTRADAY
(Including the inputs sent to the Paid members)
(i) BUY MINIFTY_MAR 5795-5805 T 5830-5850 SL 5778 
(ii) BUY RECLTD 254-257 T 260-263 SL 252
     BUY TATAELXI 256-258.5 T 262-265 SL 253
(ii) NIFTY_MAR_STRADDLE:-
SELL NIFTY_5800_CE @ 32 & SELL NIFTY_5800_PE @ 32;
TOTAL INFLOW 64;
TGT 32-15;
SL NIFTY ABV 5855 or BLW 5740
(iii) The recent inputs on Ambalal Sarabhai Enterprise Ltd (about the AGM held on 28th March, 2011) has been sent to the PAID MEMBERS--please check your mail boxes. 
(iv) My recommended Alok Industries Ltd is shooting up and is now trading at Rs.22.20
(iv) My recommended Energy Development Ltd hits the buyer freeze in the opening trade. 
(v) D B Realty Ltd is near my target price of Rs.120, but then what to do with the scrip? Many of the realty counters like Atlanta Ltd, Unitech Ltd, Prajay Engineers Ltd etc. are doing well today. Buy Real Estate counters in bulk as the scrips in this sector has fallen beyond their fundamentals. 
(vi) My recommended Reliance Communications Ltd is now near my first target of Rs.115. 
(vii) In the morning the following message was sent to the Paid Groups: ANDHRA PRADESH PAPER MILLS: International Paper Co. agreed to buy 53.5 percent of the Indian paper maker for $257 million in cash, plus a $62 million non–compete payment to the sellers. Today, the shares of 15 paper makers surged by 5% to 20% as sentiment towards the sector improved--Malu Paper Mills (up 20%), West Coast Paper Mills (up 20%), ABC Paper (up 20%), Star Paper Mills (up 20%), Sirpur Paper Mills (up 17.63%), Shreyans Industries (up 16.94%), JK Paper (up 16.84%), Pudumjee Pulp and Paper Mills (up 16.71%), Emami Paper (up 15.33%), Seshasayee Paper & Boards (up 14.55%), Ballarpur Industries (up 14.06%), Tamil Nadu Newsprint and Papers (up 10.21%), Mysore Paper Mills (up 5%) and Rama News Print and Papers (up 5%), spurted.

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