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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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 The Shares In My Portfolio Accounts...

Some of you have been asking me to reveal the names of a few shares, I hold in my portfolio accounts. Well, while I am unable to disclose the full list due to privacy protocols, I am pleased to share a select few with you:

💢NMDC Steel Ltd -- Ultra modern 3 MT steel plant; turnaround in FY25. CMP: Rs.47.90.

💢ZEEL --  Internet Divison has started to perform; huge line up of films. CMP: Rs.121.40.

💢Coal India Ltd -- World's largest coal company with a history of dividend payments; Infra push by government, with an eye on the power sector. CMP: Rs.435.30.

💢Swan Energy Ltd -- BlackRock holds stake; Waiting for mega listing of Reliance Naval. CMP: Rs.492.75.

💢Indowind Energy Ltd -- It has  raised Rs.48.30 crore from its shareholders through a rights issue, which was oversubscribed by 1.59 times. The raised funds will develop a 6 MW Solar Power Project in Tamil Nadu. CMP: Rs.22.19.

💢3i Infotech Ltd -- Focused on high growth areas like Cloud Computing. CMP: Rs.27.86.

💢Rajesh Exports Ltd -- Waiting for start of operation at the Lithium - ion battery plant due in CY24. CMP: Rs.257.40.

💢Debock Industries  Ltd --  Could merge a big company into itself; could start Granite Mining soon. CMP: Rs.6.08.

💢MEP Infrastructure Ltd -- Could come out of IBC through OTS. CMP: Rs.4.33.

💢SAIL -- Government could increase import duty to 12%; huge Capex; large number of mines; Donald Trump win, positive. CMP: Rs. 118.53.

💢MTNL -- Rumoured Rs.30,000 Cr government package on the anvil. CMP: Rs.48.13.

💢Vodafone Idea Ltd -- Debt could be converted to equity. CMP: Rs.8.14. Photo: Saint Investment.

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