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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: The gates for a cut in the Interest Rate is cleared
The road for the next step of the RBI to go for a 50 basis points cut in the interest rate in the next meeting is now almost cleared with the figures of GDP dipping to a dismal 6.1%, against and estimated 6.9%. In such circumstances, your focus should be on those sectors which will be a direct beneficiary of any cut in the interest rate: Banks, Real Estate/Construction, Auto and Steel/Cement counters. Therefore, use every dips to buy shares of good companies. Now the railway budget is near, therefore buy Kalindi Rail Nirman  Ltd at Rs.118--121, SL--Rs.117. T--Rs.131-145.
Buy KSK Energy Ventures Ltd at Rs.70-71, T--Rs.84, SL--Rs.66. Since the energy sector is expected to do well buy good stocks in this sector, including Jai Balaji Industrires Ltd, which was again given a buy today at around Rs.39, and which touched Rs.40.35 intra-day. 
Late afternoon call given to the Paid Group: buy Mini_Nifty at 5438, T-5500, SL--5410. This time the Nifty is expected to cross 5600 and hence please do not go in for deep shorts.

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