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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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Rasoya Proteins Ltd: Update
I had spoken with the sources of Rasoya Proteins Ltd last week and these are the findings: 
  • The company is planning to open the main plant between the period September, 2015-December 2015. This is now almost certain as the farmers are expecting good soya-bean crop, during this harvesting season; starting from September, 2015. 
  • The company is in constant touch with the banks to get their loans restructured. The management is also looking for other opportunities get the funds. 
  • The company could also come up with a preference issue for the promoters or infuse funds in a revamping operation.  
  • The FY15 Annual Report of the company is likely to get updated in the BSE Website, either by the end of August., 2015 or in the 1st week of September, 2015. Naturally, the share price of a company increases before the publication of the annual reports.
  • The company is expected to get good amount from the Insurance Claim (of Rs.34 Cr) towards Soyabean Stock Destroyed/Damaged due to fire; but it is likely to take another 3-4 months, get settled. 
  • This time the company could import seeds, if they are available cheap in the international market. 
  • The directors has appealed to the SAT, against the SEBI order, and a favourable verdict is expected. 
  • However, the fund shortage is the biggest challenge for the company at present. If this gets somewhat resolved, then the share price could cross Rs.10, within the next 12 months. 
Conclusion: Buy the shares of the company on all declines with a SL of Re0.20, for short term targets of Re.0.60 and Re.1.00. 

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