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 -

 Market Mantra

The Indian bourses are on a roll. Today the Nifty traded above 21,650 level in a narrow range. However, action is seen in small and mid cap counters. Banks are also doing well in anticipation of a rate cut in the H2FY25.

#Indowind Energy Ltd (Rs.24.90) hit the buyer freeze, after the fundamentals of the company showed marked improvement. Also, wind energy stocks are expected to do well in future due to government of India's mega - initiatives in the Renewable Energy Sector. T: Rs.41/42.

#Buy Sarthak Industries Ltd (Rs.27.25) near the CMP for targets above Rs.50. The company has the LPG Cylinder manufacturing Unit at Pithampur Industrial Area, Village Akoliya, District Dhar, (M.P.). It is a low debt company.

#Accumulate the stock of Debock Industries Ltd (Rs.9.50) near the CMP for targets of Rs.17/19. The company is into making of farm equipments. The government of India is likely to give impetus to the farm Sector in the ensuring budget.

#The year 2024 will prove to be a notable year for India's domestic cell manufacturing industry. After years of laying the policy and regulatory groundwork for building a domestic cell manufacturing base, India could finally witness several giga factories enter its first phase of commercial operations in 2024.

Rajesh Exports Ltd (Rs.365) is one of the three beneficiaries of the Rs.18,100 crore PLI Scheme for ACC Battery Storage, Rajesh Exports is setting up a battery cell manufacturing facility in the state of Karnataka. In January 2023, the company incorporated a 100 percent subsidiary firm 'ACC Energy Storage Pvt Ltd' for the execution of the 5 GWh project for manufacturing advanced chemistry lithium-ion cells for making battery packs for EVs and energy storage. Accumulate for targets above Rs.500.

#Accumulate the shares of Bandhan Bank Ltd (Rs.230.90) near the CMP for targets of Rs.264/270/290/310.

#If you are interested in Penny Stocks, then you can accumulate the logistic player, MFL India Ltd (Re.0.57) in market declines. But don't invest more than Rs.50,000 in this scrip.

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