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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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 WINNING STROKES: THINK DIFFERENT
Gammon Infrastructure Ltd closed at Rs.3.35, up 1.52%, after yesterday whirlwind rally in the counter. The government on Tuesday, 24 October 2017, approved to develop approximately 83,677 km of roads at an investment of Rs.6.92 lakh crore by 2022. The highway construction programme is aimed at pushing economic activity and generating at least 14.20 crore man-days across the country over the next five years. Most of the infrastructure stocks are expected to do well in the short to medium term.

HDIL today touched Rs.59.95, before closing at Rs.59.10. The stock if you remember was recommended around Rs.52. The housing stocks are likely to move up in the coming days, as some green shoots are seen in Real Estate sector. There were media reports that investment in India's six major cities doubled to $2.87 billion in the year ended June 2017 as Mumbai attracted maximum capital and was ranked 81st globally, according to Cushman & Wakefield report on the real estate sector.

Unitech Ltd, another major real estate player, today touched Rs.7, before closing at Rs.6.70. The country's current economic position and political stability have been instrumental in creating better investment environment, the Cushman & Wakefield report said, adding that the positive changes in the legislative environment has ensured that the invested capital is safeguarded.

Simplex Projects Ltd recommended several times around Rs.37-38, hit another buyer freeze today at Rs.63.60. The stock has touched all my recommended price points and is perhaps heading toward Rs.71-72 mark.

I shall be recommending another Super Premium Scrip on next Monday. Those who want to get the name on Monday Morning, can either enroll in my Premium Service or can join my associated brokerage house with a minimum portfolio size of Rs.1 lakhs by this Saturday.

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Bancroft said…
Its really great post I have some important information on your blog its very helpful for me.
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