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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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 Today's Call

Introduction: BLB Limited specializes in 'Jobbing and Arbitrage,' known for its strong capital commitment and deep understanding of market dynamics and structure. The company's main business is trading and investing in shares and securities. BLB Limited is a corporate member of the National Stock Exchange of India Limited (NSE).

Buy the shares of BLB Ltd near the CMP of Rs.19.50, for targets above Rs.27.

According to ICICI Securities, here are the strengths of the company:

💢 Rising Net Cash Flow and Cash from Operating activity.

💢Company with Low Debt.

💢Increasing Revenue every quarter for the past 2 quarters. Photo: Nirmal Bang.

In a significant development in January, 2024, Dream Achiever Consultancy Services Private Limited, purchased 1.37 crore fully paid-up equity shares from public shareholders at a price of Rs.22.60 per share through an open offer. The total expenditure incurred by Dream Achiever Consultancy on this open offer amounted to Rs 31.006 crore. The face value of BLB Limited shares is Re.1.

Special Offer: If you have a portfolio size of Rs.1 (one) lakh and want to earn a steady income through a steady mix of delivery based (>= 80%) and options trading (<= 20%), then you can go for my profit sharing (70:30 below Rs.10 lakhs -- fixed) arrangement. If you remember, earlier the minimum portfolio size to join me was Rs.2 (two) lakhs.

Procedure:

💢You have to compulsorily open a demat account in my associated Brokerage House.

💢 Provide me, User Name and Password to trade (buy and sell) in your account.

💢The profit and loss will be adjusted every week and settled. If there's any loss, it will be adjusted in the future trade.

💢No stock will be bought in Figures Market, except sometimes a little risk will be taken in the Options Trading with less than 20% of the total portfolio amount (occassionally) to speed up the process and at the same time lower the risk of the money invested. 

💢No margin trading will be done in the account, to maintain a limited risk profile of the portfolio.

💢No other demat account, except those from my associated Brokerage House, will qualify for this offer.

💢This offer is valid till Kali Pooja (Deepawali/Sambat).

💢For more details, please send me a mail at: suman2005s@rediffmail.com or sumanm2007s@gmail.com.

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