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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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 Great News for Power Companies
There is superb news for the power companies, like Tata Power Ltd, Adani Power Ltd, KSK Energy Ventures Ltd, Reliance Power Ltd, etc. Power companies which are forced to import coal despite high costs due to delay/denial over environment and forest clearance of their captive mines, can breathe easy now. The government is planning to allow incremental cost of fuel owing to such forced imports as a pass-through in tariff. Sources, said that the provisions would be included in the standard bidding document (SBD) of all forthcoming power projects. The changes would not only allow power companies to relinquish their commitments under the terms of power purchase agreement entered with state utilities but also get full compensation for increased fuel cost if coal is imported at a highest cost. I hope after this news most of the power companies will move up. Buy Reliance Power Ltd at Rs.93-94 for a target of Rs.109-111, in the short term, as the news is too good.

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