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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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 I continue to remain Bullish in Textile Yarn companies

Last week, cotton prices had recorded a sharp decline in India and the world.

However, North India’s cotton prices improved yesterday after a crash in ICE cotton on Friday. 

The domestic cotton prices recovered around 1-2% due to improved buying at lower prices

Moreover, Turkey is known as the hub of spinning mills and it got affected by the earthquake. 

Therefore Indian Mills are receiving more trade enquiries from Turkey as well as European nations. 

Therefore, the fall in cotton prices from their peak and the China+1 policy will benefit Indian spinning companies.

Please continue to hold Nahar Spinning Mills Ltd (Rs.273.35) and Nitin Spinners Ltd (Rs.225.10).

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