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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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 Indian Steel Market 2012
India has indeed emerged in the global steel scenario. It has climbed to fourth spot for crude steel production in 2011 from 8th in a span of few years and is now moving to take second spot in net few years, second only to China.
Indian growth story, although driven by inherent demand potential and sustained economic growth, has many other facets also, which are typical, as in any other part of the globe.
On the demand side, Indian steel sector probably holds the top spot as the fundamentals for economic growth in India are better than most parts of the world. The potential in Indian steel sector growth is also reflected in scope of increase in usage from the large gap between the current per capita consumption vis a vis global average.
Indian steel majors have taken lead in creating capacities 3-4 years ago and the result is visible now. Many more projects are underway and in next two to three years, they are likely to come on stream propelling India to number two spot globally.
But the road of progress is never made of roses and Indian steel growth story also has hurdles and blocks with raw material linkages, land availability, inadequate infrastructure and funding issues being at the forefront. Another critical issue is the mismatch between the rate of demand growth and rate of addition of capacities.
Despite all these odds, India remains the shining star in the steel sector globally.

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