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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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Rolta India Ltd
CMP: Rs.138.90
The Company is a leading provider of innovative IT solutions for many vertical segments, including federal and state governments, defence/HLS, utilities, process, power, financial services, manufacturing, retail, and healthcare. 

The Company is recognized for its extensive portfolio of indigenous solutions based on field-proven Rolta IP tailored for Indian defence / HLS. 

By uniquely combining its expertise in the IT, engineering and geospatial domains, the Company develops exceptional IP-based cloud-ready solutions to enable its customers globally to readily exploit the power of BI, big data analytics, and IT-OT fusion. 

Rolta India Ltd is a multinational organization headquartered in India. It operates from over 40 locations worldwide and has executed projects in more than 45 countries. 

 Rolta India Ltd recently announced that its eGovernance solution implementation has received the prestigious eGovernment Excellence Award 2015 from the Government of Bahrain. Winners of the eGovernment Excellence Award 2015 were honored by Deputy Prime Minister and the Chairman of the Supreme Committee for Information and Communication Technology, Shaikh Mohammed bin Mubarak Al Khalifa.

 Meanwhile, the Rosen Law Firm announced that it is investigating potential securities claims on behalf of investors of Rolta India Limited's Delaware-issued 2018 and 2019 corporate bonds resulting from the recent report revealing that Rolta may have fabricated reports to conceal that it had overstated its EBITDA.

Moreover, the P/E of Rolta India Ltd is only 2.69 against the Industry P/E of 22.39. A decent P/E re-rating of 15 can take the scrip above Rs.500 (five hundred), after suitable discounting. Hence, at Rs.136-139, it remains a STRONG BUY.

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