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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 Calls
1. Buy Reliance Power at Rs.45.80,T:  Rs.49-51, SL: Rs.45. Reliance Power Ltd's net profit in
the December quarter rose 14.4% as its plants performed better.
The Anil Ambani-led power producer reported a consolidated net profit of Rs.275.70 crore, against Rs.241.06 crore a year ago. Net sales rose 14.2% to Rs.2,456.31 crore in the quarter from Rs.2,150.49 crore a year earlier. Moreover, the future of other power companies such as Torrent Power (Rs.205.30) and Adani Power (Rs.37.55) also looks bright; though the share price of these two power companies at their CMPs looks fairly valued -- therefore the best bet at this point of time is invariably Reliance Power Ltd.

2. Those who are holding Punj Lloyd Ltd (Rs.21.60), can continue to hold with a SL at Rs.20.50. The construction and power stocks will be a major beneficiary, as the economy picks up steam, post demonetisation.

3. Those who are holding 63 Moons Technologies Ltd (Financial Technology) from Rd.81.70 can average the scrip, but should keep a SL of Rs.76, for any short term.trade. CMP: Rs
81.50.

4. Those who are holding the shares of Reliance Communicatioms Ltd ((Rs.37.10), can continue to hold the same and add in all declines. This stock will make millionaires out of patient investors.

5. Buy Kolte Patil Developers Ltd at Rs.101.50, T: Rs.115. SL: Rs.96. According to.the analysts the company is likely to gain from the Budget proposal, to accord infrastructure status to affordable housing.
Pune-based realty developerKolte-Patil Developers has reported 30% on-year rise in net profit at Rs 18 crore for the quarter ended December. Revenue for the quarter rose 27% to Rs 226.4 crore, the company said in its earnings release. 
During the quarter, the company reported new sales bookings of 0.32 million sq ft against 0.52 million sq ft a year ago and 0.57 million sq ft in the previous quarter. The value of area sold during the quarter stood at Rs 195 crore as against Rs 304 crore a year ago and Rs 329 crore in the preceding quarter.

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