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Earnings Call

Newgen Software Technologies Earnings Call: Key Takeaways

Newgen reported FY'26 revenue of ₹15,744 Mn (up 6% YoY) with PAT of ₹3,343 Mn (up 6% YoY), driven by strong annuity growth and US geography performance.

Why this was an Alfa AlertNot a filter event. Results show steady single-digit growth in line with past performance without specific guidance beats.
Highlights
Revenue growth6% YoY for FY'26; Q4 grew 5.3% YoY.
MarginsEBITDA margin improved to 25.8% in FY'26 from 25.3% in FY'25.
Order bookTotal Bookings up by 13% YoY.
Demand visibilityPositive momentum in US (17% growth) and APAC (14% growth).
Management confidenceStrong confidence in AI-first platform and global expansion.

Growth

FY'26 Revenue grew 6%, EBITDA 7.9%, and PAT 6.0%. US revenue grew 17%. Annuity streams contributed 62% of revenue.

Outlook

Strong momentum in US and APAC. Continued focus on NewgenONE AI-first platform and 'Marvin' AI agents.

Risks

Debtor days increased significantly from 138 (Mar-25) to 164 (Mar-26). High dependency on Banking vertical (65%).

Source

Earnings Call filed with NSE, NSE: NEWGEN. Summary written with AI assistance from the document.

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Newgen Software Technologies Ltd: key numbers

Share price
₹485.30
Market cap
₹6,916 Cr
Revenue (annual)
₹1,574 Cr
Net profit (annual)
₹300.6 Cr
P/E (TTM)
22.1×Sector 22.1×
Promoter holding
53.45%-0.07% QoQ
FII holding
13.78%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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20:04 IST NSE
New Order Win

Newgen Software Technologies Bags ₹17.14 Cr Order from Overseas entity situated in Qatar

Newgen Software Technologies Limited secured a contract with a Qatar-based customer for software licenses and support services, valued at ₹17.14 Crore.

Value
₹17.14 Cr
From
Overseas entity situated in Qatar
Execution
Implementation as per agreed schedule, followed by three years of support
19:21 IST BSE
Credit Rating

Newgen Software Technologies Credit Rating

CRISIL has reaffirmed the short-term rating of CRISIL A1 for the Company's bank facilities. The total bank loan facilities rated stand at ₹125 Crore.

Value
₹125.0 Cr