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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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Zee Entertainment Enterprises Ltd (Rs.130.40):

I have taken some shares of ZEEL for my portfolio clients, with short term targets of Rs.157/161.

Zee Entertainment Enterprises Ltd (ZEEL) holds stakes in several companies, primarily in the media and entertainment sector. Here’s a breakdown of some of the key entities:

Zee Learn Ltd: Zee Entertainment Enterprises Limited (ZEEL) holds around a 16% stake in Zee Learn Limited. Both companies are part of the larger Essel Group.

Siti Networks: ZEEL was a guarantor for loans taken by Siti Networks but does not hold a direct equity stake. However, it has had to engage in settlement agreements due to financial guarantees provided.

Zee Studios Ltd.: This is a fully-owned subsidiary of ZEEL, involved in film production and distribution.

India Webportal Pvt. Ltd.: ZEEL has a joint venture stake in this company, which manages digital properties.

Margo Networks Pvt. Ltd.: This is another subsidiary, focusing on content delivery technology.

These holdings are part of ZEEL's strategy to diversify its media portfolio across traditional and digital platforms.

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