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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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MARKET MANTRA:
Fame India Ltd hits the buyer freeze in the opening trade; now locked at the upper circuit at Rs.51.85. The company is having an AGM very soon. The stock was repeatedly recommended as a buy. 
Buy Essar Oil Ltd at Rs.128--128.50, T--Rs.140, SL--Rs.121. The company came out with scintillating set of number for the Q1FY12, with the Net Profit jumping many folds, when compared on Y-o-Y basis. Its expansion will stand completed in October 2011. According to a Bombay based analyst the Company's present GRM is around USD 8.50 which, post expansion, should increase BY 4 dollars. Thus, Essar Oil's profits can show sharp rise from Q4 onwards. Hence buy the stock to get some decent retuns going forward.
Buy Refex Refrigerants Ltd at Rs.23.40--23.70, T--Rs.32, SL--Rs.21. The company is going in for a new business models apart from its existing business.
The Next Target for Nifty is 5900-6300 and hence keep adding your Nifty Longs. Strong support at 5560--5500-5491.
Buy Allied Digital Services Ltd at Rs.47.50--48, T--Rs.75, SL--Rs.42. With the TCS Ltd coming up with results very soon, the IT space is heating up. The results of Infosys Tech was more or less along the expected lines.

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