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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

The India bourses are roaring, after some respite came on the war front. The BSE Sensex was up by 828.39 points (+1.52%) to 55,475.72, while Nifty was seen trading at 16,592.80 up 247.45 points (+1.51%). With minimum negative news coming from the Ukraine - Russia border issues, we can expect some more upward movement in the indices.

#Today's call: Buy the shares of SAIL near Rs.98, for short term targets of Rs.127/131. 

The new plant of SAIL at Rourkela, Odisha is generating good demands for its products as it uses the latest technology to manufacture (flat products, coils, etc). Meanwhile, the commodity prices are shooting over the roof in the international markets.

#As expected the shares of A2Z Infra Engineering Ltd (Rs.10.40), hit the buyer freeze in the opening trade. It is a huge company, whose operations got hit due to Covid - 19 pandemic. However, the condition of the world is improving day by day, we are likely to see good performance of the company going forward. The shares are likely to touch Rs.31/32, by Deepawali. Stay invested.

#The stock of BF Utilities Ltd recommended at my Facebook page and various equity related groups at around Rs.317,  a couple of weeks back, today made a high of Rs.339.45. Keep holding for targets of Rs.307/321.


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