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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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Brightcom Group Ltd: Buy
CMP: Rs.32.75
T: Rs.41/46


💥Revenue: ₹16.8b (up 53% from 2Q 2022).

💥Net income: ₹3.21b (up 51% from 2Q 2022).

💥Profit margin: 19% (in line with 2Q 2022).

💥EPS: ₹1.59 (up from ₹1.22 in 2Q 2022).

Net profit of Brightcom Group rose 51.16% to Rs.320.68 crore in the quarter ended September 2022 as against Rs.212.15 crore during the previous quarter ended September 2021. Photo: Zee Business.

Sales rose 52.48% to Rs.1683.07 crore in the quarter ended September 2022 as against Rs.1103.78 crore during the previous quarter ended September 2021. 


Blocal exchange and Brightcom video player, the two new product technology introductions, early this year have started contributing significantly to the overall business growth. Photo: The Economic Times.

Ace investor Shankar Sharma, holds substantial stake in the company.

Company Profile:

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