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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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Rohit Ferro Tech Ltd: Buy
CMP: Rs.5.50
Rohit Ferro-Tech, which is into ferro alloy manufacturing (and Mining & Minerals sector) has been facing several problems like non-availability of  adequate quantities of raw materials, lower capacity utilisation and low absorption of overheads. 

Earlier this year it sold its Jajput unit to Balasore Alloys Ltd (formerly Ispat Alloys Limited), which is part of the Ispat Group, due to severe financial stress owing to its high debt exposure.  In other words, the company decided to dispose off the Jajpur unit so as to ease its financial burden and improve its cash flow requirement.

It also has units located at Bishnupur and Haldia in West Bengal. 

The current market capitalization stands at Rs.62.58 crore. The current book value of the shares of the company is Rs.19.74.

Buy the shares of the company with a six-month perspective for a target of Rs.7.30--9.50.

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