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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
Buying continues in the small and mid cap space, as was mentioned yesterday..............
Tulip Telecom Ltd hits the buyer freeze at Rs.12.70. The stock was repeatedly recommended during the last few days as a buy, after I received some positive information. Meanwhile, there were media reports that, the government may hold the third round of auction of spectrum in 18 regions immediately after the planned spectrum sale in March, 2013. Congratulation, to those who picked it up at the right moment. 
ARSS Infrastructure Ltd today touched Rs.42.65, before coming down a bit. Most of the stocks in the infrastructure sector are expected to do well in the coming days. I am looking for a target of Rs.52-54 in future. The stock was recommended at Rs.39, yesterday.In the same space, IRB Iinfrastructure Ltd recommended recently around Rs.113, today touched Rs.118.
U B Holdings Ltd (CMP: Rs.64.10) and Kingfisher Airlines Ltd (Rs.10.53) hit the respective buyer freezes. Meanwhile,  India's second largest carrier Jet Airways on Tuesday announced what it termed India's biggest air-ticket sale of 20 lakh seats at Rs 2250 for travel upto anytime till December 31 this year. Now FDI in aviation and rise in the Railway Fare (Tickets), augurs well for the aviation sector. 
Allahabad Bank Ltd, recommended yesterday at Rs.149, to the Paid Service members, today touched Rs.152.60.
Glodyne Tech Ltd today, hit the buyer freeze in the opening trade. The company's CMD is still  in the US, to oversee the operations of its subsidiaries. CMP: Rs.14.10.
Steady accumulation is going on in Crest Animation Studios Ltd, for better returns in future. CMP: Rs.8.80. One should accumulate Southern Online Bio Tech Ltd in all declines, as this has a story to tell. CMP: Rs.3.85.

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