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 Indian bourses staged a come back today after positive report flow from the US. The BSE Sensex was seen tradi g ar 54,036.35 up 287.09 points (+0.53%),.while the Nifty is was last seen at 16,100.50 up 74.70 points (+0.47). With bank interest down and real estate in doldrums, the money would continue to flow in the Indian Equities. Keep buying good stocks at reasonable valuations. Photo: Patel Engineering Ltd

#Buy the share of Patel Engineering Ltd at Rs.23.40, T: 31/32, SL: Rs.17. The company came out with excellent set of numbers for the March, 2022 quarter.

Construction company Patel Engineering Limited on Monday reported a Rs.33.58 crore consolidated net profit in the March quarter, boosted by higher income.

The company had reported a loss of Rs 145.95 crore in the January-March quarter of 2020-21 fiscal.

Its total income jumped to Rs.1,153.04 crore, from Rs.776.42 crore in the year ago quarter, the company said in a regulatory filing. The expenses during the said period were at Rs.1,082.13 crore as compared to Rs.791.13 crore in the March quarter of the previous fiscal.

In a statement, Rupen Patel, Chairman & Managing Director, said, ''We expect to continue the momentum going forward in coming quarters.'' The focus of the government towards infrastructure growth would enable the company to get more orders, he added.

#Accumulate the share of SAIL near Rs.72/73, for targets of Rs.11/117. Company's new plant at Rourkela, Orissa is doing excellently well. The stock has become almost half from its 52 - week high price.

#Buy the shares of Indiabulls Housing Finance Ltd near Rs.111, for targets of Rs.12/122. SL: Rs.107. This is a speculative, very short term call.

#Accumulate the shares of Wockhardt Ltd near Rs.261.95, for short term targets of Rs.281/289. SL: Rs.256.

#Accumulate Canara Bank Ltd near Rs.187, T: Rs.221. The company has an superb set of fundamentals.

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