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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
Southern Online Bio Tech Ltd hits another buyer freeze in the opening trade as expected. The diesel prices are expected to  be increased, according to the media reports. 
 Suzlon Energy Ltd moved up like a rocket, after it was recommended in this blog.  I can  only see positives in the counter and I still maintain my medium term target of Rs.31-32. 
ARSS Infrastructure Ltd, which was recommended as a buy yesterday, touched Rs.47.70, today and is expected to move up in the coming days, as the company hopes to turn black  by Q4FY13. The company has got interest subvention and this is already reflected in Q2FY13 results, when the interest cost came down drastically, from Rs.37.10 Cr in Q2FY12 to mere Rs.19.47 Cr in Q2FY13.  This is expected to continue in the coming quarters, as the Corporate Debt Restructuring picks up steam. The company has good order book positions. We need to accumulate all the Infrastructure Counters before the RBI goes in for a rate cut. 
RDB Infrastructure & Realty Ltd hits the buyer Freeze at Rs.26.75, after it was again recommended today at around Rs.25--25.50. This is one of the finest stocks from the Real Estate/Infrastructure Ltd and I think most of the veterans, will agree with me, in this case.

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