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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...

 Real Estate Sector in India

Given their comfortable leverage, consistent rise in location-agnostic demand, and declining inventory levels, most brokerages expect listed real estate majors to get good buying support.

According to the real estate data and analytics platform PropEquity, the sector grossed sales of 149 million square feet (msf) in the top seven cities in the October-December quarter (third quarter, or Q3) of FY23 – the High quarterly sales in a decade. Sales grew 34% year on year (YoY) to 412 msf in the nine months ending December.

Strong sales, driven by high demand and increased affordability, aided in reducing inventory levels. Unsold inventory levels fell to 839 msf in December 2022, down from 923 msf in December 2021.

Besides, many analysts believe that interest rate cycle has probably peaked out. 

In such circumstances, the prudent investors should buy the stocks of beaten down good real estate companies. 

P.N: I don't upload the blog too often because Google has made the interface too complex. Also, I am not able to update photos on this blog since sometime. Google has also disabled the automatic feedback Button on the blogspot.

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