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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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Some Thoughts It has been long since I have posted in this blog for the free members. It is mostly due to lack of time following my preoccupation with a number of activities including too much involvement in the Elections. The electoral results bringing Feku Modi to power is a big blow for Indian economy. The Mafia Raj, which Feku Modi and Motu Shah resorted to, to win elections has been an unprecedented event in the annals of India. Never, have I seen a Political outfit spraying so much lies and bluffs towards the Gullible audience. Feku Modi's BJP assisted by the current questionable leadership of the RSS has taken the help of worst of worst unscrupulous things, to eke out a win for the Machiavelli Mafia couple, in the last Lok Sabha Elections. Indian economy has been on a disastrous path with NPA debt ballooning to more than Rs.13 lakh crore, from around Rs.4 lakh crore around 5 years back. Not only that the MSME sector which got severely affected due to Feku Modi...
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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...
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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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