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

The domestic bourses are now trading deep in the red. The BSE Sensex is now trading at 57,950.99 down 707.21 points (-1.18%), while the Nifty is trading at 17,313.55 down 209.05 points (-1.16%). The Nifty is likely to get support at 17200/17250 ranges. This is a buy on declines market.

#Bombay Rayon and Fashions Ltd freezed at Rs.8.55. The stock is out of the Z - group and has opened a retail store in Bangalore. It is now a holding company like my other recommended counter, Coffee Day Enterprises Ltd.
BRFL Textiles Private Ltd. 

Keep adding in declines for targets of Rs.11/12. Photo: Newly opened retail store in Bangalore.

#A2Z Infra Engineering Ltd (Rs.11.40) is consolidating at the current levels before the next upmove to Rs.21/26.

#Shriram EPC Ltd (Rs.9.80) is preparing for the next upmove as according to my (unconfirmed) sources in Chennai, the QIP of Rs.350 crore will start this month. Keep accumulating for targets of Rs.31/32.

#Union Bank of India Ltd (Rs.50.60) touched the 1st target of Rs.51 (Intraday: Rs.51.70).

#Marshall Machines Ltd (Rs.53) is finding difficulty to cross Rs.55/57.50 level. Book profits.

#UCO Bank Ltd (Rs.13.55) should slowly move towards Rs.17/19.

#Global Vectra Helicorp Ltd (Rs.56.10) has no volume but surprisingly it is still in the T - group.  This raises serious questions regarding the quality of SEBI's surveillance mechanism.

Global Vectra Helicorp Limited provides helicopter charter services for offshore transportation as well as services to the oil and gas exploration and production industries. It also provides on-site transportation via helicopter charter.

#The Bombay based construction outfit: Generic Engineering Construction Ltd (Rs.43) made Rs.44 intraday. It might again attempt to break out of Rs.45/47 ranges. Keep watch.

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