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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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Yes Bank Ltd : Sell CMP:  Rs.218.70 Targets: Rs.193/172 Photo : The Economic Times I have given a sell call on the shares of Yes Bank Ltd which is trading at Rs.218.70. Though recently the Reserve Bank of India hadn’t found any deviation in its reporting of bad loans (FY18 NPA divergence issue) and the growth in net interest income (the difference between interest income and expenses) was a healthy 41.2% aided by advances growth of over 42% and stability in interest margin at 3.3%; I find that there are still some issues which needs to be addressed before taking fresh exposures at the current market price Rationale :   #Gross NPA for the Q3FY19 rose to 2.10% from 1.60% in September quarter and 1.72% in December quarter of last year. There was a significant deterioration in asset quality in the quarter under review, thanks to a large slippage on account of IL&FS. Of the total slippage of Rs.2,297 crore – around Rs.1,913 crore is believed to be on acco...
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Market Is Running Ahead of Fundamentals:   Nifty Should Correct Below 9000 Photo : 123RF It is surprising that Indian markets are moving up, when we have a dismal financial situation, with unofficial employments report showing to be 45 years low and rural unemployment touching 18%. Besides due to lack of funds in the schemes like MNREGA, the rural economy has already taken a hit.  Moreover, according to a report published in Deccan Herald, 15 December, '18, India’s foreign direct investments (FDI) growth has slowed to a minuscule 1.23% in 2018 from a high of 20.16% in 2014 when the BJP-led government took over at the Centre. This proves the fruitlessness of Narendra Modi's numerous foreign trips, with public funds. Besides, with abnormally low inflation of 2.18%, the growth of 7.2% looks like a manipulated figure. It is because it is always seen that growth is accompanied by inflation, as spending takes a major push. When there is already demand destruction, p...
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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 ...
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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 ...
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