By -
Image
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...
Post a Comment
By -
WINNING STROKES: THINK DIFFERENT
1. Yesterday, Shilpi Cable Technologies Ltd hit the buyer freeze at Rs.25.70 in the NSE. Where is the stock heading in the  coming days? What about the case of an overseas lender filling a petition against the company under the Insolvency and Bankruptcy Code, 2016? To know all these you can join my Premium Service or Special Premium Service.

2. HDIL moved to Rs.66.95 yesterday in the NSE. The stock was recommended as a substitute for Unitech Ltd which is still languishing  at around Rs.7.40-7.75. HDIL if you remember was recommended around Rs.61-62.

3. My recommended Jaiprakash Power Ventures Ltd (J P Power) was locked in the upper circuits yesterday at Rs.7.80. In the  short term, the stock could move towards Rs.8.20.

4. Vedanta Ltd recommended around Rs.70, made a new high yesterday, at Rs.334.65 in the NSE. This scrip turned out to be a multi-bagger. Congratulations to all those who brought this scrip around a couple of years back on my repeated recommendations. 

5. After the Bull run of Simplex Projects Ltd and the recent recent  stock "E" (which is also hitting Upper Circuits since the last 3 days), I have another scrip which can also give superb returns in the short term. Those who are interested to invest around Rs.3-5 lakhs (No Debt Financing, to minimize the risk) on 50:50 profit sharing basis do or want to get the name of the scrip through one time spot payment of Rs.15,000 (for the 1st time  user of my  service) and/or Rs.30000 (for 2nd and subsequent users), let me know at: suman2005s@rediffmail.com/sumanm2007s@gmail.com.

6. Those who have invested in Arvind Ltd (Rs.413.45) yesterday at around Rs.Rs.415.5,  SL: Rs.408,  T: Rs.425 on T+2 basis are requested to hold the scrip, without any fresh investments. 

7. Those who have bought Torrent Power Ltd (Rs.227.90) yesterday at around Rs.228, SL: Rs.223,  T: Rs.234-238 on T+2 basis are requested to hold the scrip for the required time period. 

8. Those who have V - Guard Industries Ltd (Rs.197.30) around Rs.198, SL: Rs.193, T: Rs.210-215, are suggested to EXIT the stock on intra-day rise in the price.

Comments

Post a Comment

Popular posts from this blog

By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
Read more
By -
Image
Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
Read more