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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 

Yesterday, the BSE Sensex closed at 52,769.73 up 397.04 points (+0.76%), while the Nifty ended the day at 15,812.35 up 119.75 points (+0.76%). The Nifty is likely to test 15900 on the upside. 

#The stock of BCPL Railway Infrastructure Ltd yesterday moved to Rs.62.40 while settling at 59.95 EOD. You need to hold with a SL at  Rs.56. The infrastructure stocks are likely to do well in Future.

#The scrip of Future Retail Ltd yesterday moved to Rs.67.40 before closing at Rs.65.10. This is a sure shot play,  what is needed is patience. The company now has presence in both offline and online segments. 

#The stock of Reliance Capital Ltd could test Rs.19 on the downside before starting its next leg of upmove. This is also a sure shot play.

#The stock of Patel Engineering Ltd yesterday moved to Rs. 19.75, after the positive media report came on loan recast. I have a long term target of Rs.100.

#Today buy the shares of JSW Steel Ltd (Rs. 701.40) near the CMP, for short term targets of Rs.716/727. I'm bullish on both the Steel and construction sectors.

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