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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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WINNING STROKES: THINK DIFFERENT
Jai Balaji Industries Ltd has been moving up since my write-up was put in SumanSpeaksPlus. The company has  a number of mines and the current price, does not reflect the true value of the scrip. Today the scrip hit the buyer freeze at Rs.26.95.
Gitanjali Gems Ltd recommended in this blog, only a couple of days back today touched Rs.93.10, before closing at Rs.92.10. The scrip would be moving towards Rs.110-112, in the coming days, and hence have this scrip in your portfolio. 
IVRCL Ltd recommended last week in this blog hit the buyer freeaze at Rs.26.55. The company will be one of the major beneficiaries of the government of India's largesse. The scrip would be slowly moving towards Rs.31-32, in the coming days.
PVP Ventures Ltd today touched Rs.9.75, intra-day, before closing at Rs.9.29. The stock might be slowly moving towards Rs.10-11, in the coming days. However, this is a very volatile counter and hence investors must be very cautious while entering this scrip.
Birla Shloka Edutech Ltd, which is expected to get an order from Orissa (Odisa), has an order book of around Rs.500 crore-plus and Book Value of Rs.50.36, today hit the upper circuits. The investors were repeatedly asked to buy the scrip, after Aditya Birla Group, supremo, Mr.Kumar Mangalam Birla, came in aid of his cousin, Mr.Yash Birla and Birla Family virtually throwing their weight behind  him. Earlier, Rs.30 crore was advanced to Mr.Yash Birla by cousin and businessman Kumar Mangalam Birla to repay FD investors of Birla Power Solutions. Moreover, Mr.Kumar Mangalam Birla is recently in news for increasing his stake in the B K Birla Group of companies. 
Shiv-Vani Oil and Gas Exploration Ltd today moved to Rs.24 before closing at Rs.23.65, up 2.16%. At present the company is implementing the CDR scheme. 

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