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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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Market Mantra
Buy FCS Software Solutions Ltd (Rs.3.85). T: Rs.7, SL: Rs.3.30.

Financials:
Net Sales of the company came at Rs.9.60 crore in March 2024 up 15.79% from Rs.8.29 crore in March 2023.

Quarterly Net Loss stood at Rs. 1.13 crore in March 2024 Vs Rs.0.13 crore in March 2023.

However, EBITDA stood at Rs.10.74 crore in March 2024 up 445.18% from Rs.1.97 crore in March 2023.

#Book profit in Paytm Ltd (Rs.391). We can again enter later. However, the long term investors can put a SL at Rs.377.

#Debock Industries Ltd (Rs.8) was scheduled to declare March quarter results on 30 May, 2024. But according to my sources, it will probably be declared after 4 June, 2024. 

Additionally, according to my close sources though the company at present is not facing any financial bottleneck and is doing well, but the falling promoter holding from 34.15% in December, 2023 quarter to 9.41% in March, 2024 quarter do raise some concerns. However, there's some silver lining in the cloud which I'll let you know in due course of time. 

Presently, if you are contemplating to take fresh positions, do that only after viewing the March, 2024 quarter results.

#Accumulate the shares of Zee Entertainment Enterprises Ltd (Rs.149.45) for targets of Rs.167/Rs.176.

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