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Showing posts with the label BSEL Infrastructure Realty to set sail after partying with "Daru" from G M Breweries Ltd.
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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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Three Scrips which looks attractive[Updated]: 1. BSEL Infrastrucuture Realty Ltd(Rs.73.25): The company is going great guns and is getting project after project. Recently in a 50:50 Joint Venture with Unity Infraprojects Limited, it has been awarded and allotted an area of 40,000 sq. meters with 1.50 Floor Space Index (FSI) at “Rajiv Gandhi IT Habitat” at Donna Paula, Goa for developing and constructing an Information Technology Park (IT Park). The project is estimated to be approximately 6,45,600 sq. feet of built-up area. IT is doing lot of projects in collaboration with Unity Infraprojects. The company has an excellent marketing team to grab new project and execute them. It has also a BATTERY OF EMINENT LAWYERS to fight its legal cases ( eg. Tardeo Municipality and Panvel Episodes) and hence the verdicts are expected to be in their favour. THE MOST IMPORATANT IS THAT THE FII PARTICIPATION [Lotus Global Investments Ltd holds 3.37% & KII Ltd holds 1.56 %] HAS INCREASED IN THE ...
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Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
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