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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

#Re - enter the shares of Vodafone Idea Ltd (Rs.17.41) near the CMP for short term targets of Rs.22 and Rs.28. After the tariff hike and a bounce from Rs.17.30, the stock is looking attractive Moreover, Nuvama expects an inflow of $ 254 million through the passive funds. Also, Vodafone Idea, 5 other stocks expected to enter MSCI index, as per a recent report in Economic Times.

Meanwhile, JM Financial is bullish on Vodafone Idea as they see the telecom space remain in pink after the recent price hike. The stock has witnessed a bump in volumes in the last 3 months along with a bullish pole and flag pattern set up, says the research firm. The analysts gave a target of Rs.24/28 for the stock.

Amar Deo Singh, Head Advisory at Angel One on Monday said the telecom companies will gain from the recent tariff hike as they have not raised tariffs since 2021. 

For Vodafone Idea Ltd (VIL), the analyst said the stock has been like a "slow and steady" performer recently. "It seems that the worst is over for the stock. If it manages to sustain above Rs 21-22 levels, then the stock is headed for significant rally," Singh stated.

#The stock of Swan Energy Ltd (Rs.624) made an intraday high of Rs.628. The value unlocking of the shares will take place after the listing of RNEL, which has the capability to manufacture war ships.

#The shares of Indowind Energy Ltd (Rs.29.99) hit the Buyer Freeze in the NSE. I have been repeatedly advocating a buy and hold in the scrip since it was around Rs.11/12.

#Paravnath Developers Ltd (Rs.12.58) is showing gradual Improvement in fundamentals. The risk taking investors can buy the scrip for short term targets of Rs.21/22.

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