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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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Made in Foreign
One of the chief slogans of Narendra Modi's government has been "Made in India". Under
this 'strategic partnership' model, select private firms were supposed to build militarly platforms like fighter jets, submarines and battle tanks in collaboration with foreign defence majors.

But hereto what we got on the plate is altogether a different preparation or we are till now witnessing " Made in Foreign Campaigns", at the cost of foreign exchange and BOP. Earlier, there were murmurs (Rumors) that these multi-billion dollar contracts generate high kickbacks. A visibly honest defence minister has been sent back to his home state, Goa. Who will be the new full time defense minister is anybody's guess.

According to a recent news report, Fifty-eight contracts involving Rs.1.21 lakh crore were signed by the government with foreign defence firms in the last three fiscals for procuring aircraft, helicopters and weapons systems for the armed forces.

Is the government really interested in "Made in India", story, when the defense sector is concerned? Or it is just another of those infamous "Jumlas" of Narendra Modi - Amit Shah combination ?

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