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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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Today's Call
1. Buy JSW Energy Ltd at Rs.73.90, T: Rs.84, SL: Rs.71.

2. Buy Reliance Communications Ltd at Rs.47.90, T: Rs.55, SL: Rs.46.70. The company has copious spectrum in the 800 MHz category, which is comparable with 700 MHz category.Since no bids were received for 700 MHz, 900 Mhz bands and hence those who are having could have lot of advantages; especially when 3G penetration is still very low in India ( Chance of growth is very in this space).

Four years after the launch of 3G services, there are just about 120 million 3G subscribers, barely 10 per cent of the total mobile user-base.

Even here, the quality of access leaves much to be desired with the average connection speed the lowest in the Asia-Pacific region.

Therefore, I feel in future the Centre and TRAI will keep this reality in mind while fixing the reserve price for upcoming auctions. So, in the coming days, the spectrum price in 700 MHz can come down substantially.

Also, contrary to expectations, the telecos like RCom -- RJio did not Invest too much in the spectrum buying. This give them ample room to spend on their infrastructure development.

4. Continue accumulating Adani Enterprises Ltd (Rs.68.25). The coal prices have started to Soar -- positive for the company.

5. Buy Jai Corp Ltd at Rs.73, T: Rs.75, SL: Rs.71.60.There were earlier media reports that environment and forest ministry has cleared the Navi Mumbai Airport.

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