ALFA Finder| Revenue growth | 6% Y-o-Y for FY'26; subscription-led growth. |
|---|---|
| Margins | Adjusted net margins at 21.3%; aiming to maintain or expand in high-teens. |
| Order book | Overall order book grew by approximately 13% compared to last year. |
| Demand visibility | Strong pipeline for FY'27; visibility improved by higher deferred revenues. |
| Management confidence | Optimistic on product innovation and long-term AI opportunities despite macro headwinds. |
Growth
FY'26 Revenue grew 6%; Subscription revenue up 24%; SaaS grew 36%. Q4 revenue reached ₹457Cr, up 5.3% Y-o-Y.
Outlook
Strong pipeline for FY'27; 21% net margins target. Pivoting to mid-sized deals to accelerate conversion in uncertain markets.
Risks
Geopolitical uncertainty in Middle East and slower large deal closures in India and EMEA impacting DSO and license revenues.
Earnings Call filed with BSE, NSE: NEWGEN. Summary written with AI assistance from the document.
Newgen Software Technologies Ltd: key numbers
- Share price
- ₹440.45
- Market cap
- ₹6,277 Cr
- Revenue (annual)
- ₹1,574 Cr
- Net profit (annual)
- ₹300.6 Cr
- P/E (TTM)
- 19.7×Sector 23.6×
- Promoter holding
- 53.45%+0.00% QoQ
- FII holding
- 13.83%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Newgen Software Technologies Ltd
All →Newgen Software Technologies Earnings Call Transcript: Key Takeaways
Newgen delivered moderate revenue growth led by international markets (EMEA/US), while India and APAC lagged. Management maintained high margins through cost discipline despite licensing revenue volatility.
- Call
- Guides 10% growth
Newgen Software Technologies Management Change
Newgen disclosed that Chairman & MD Diwakar Nigam remains indisposed and unavailable for regular duties. Business continues in ordinary course with continuity arrangements in place.
Newgen Software Technologies Results Update
Newgen reported Q2 FY'27 revenue of ₹422 Cr and PAT of ₹87 Cr, both growing YoY. SaaS revenue rose 36% with 10 AI deal bookings in H1.
Newgen Software Technologies Investor Presentation: Key Takeaways
Newgen reported steady Q2 FY'27 results with 5.4% YoY revenue growth and 25.8% EBITDA margins. The company continues to pivot towards AI-led orchestration through its NewgenONE platform.
Newgen Software Technologies Acquisition
Newgen Software is amalgamating its wholly-owned subsidiary Newgen Computers Technologies into itself to simplify group structure. No consideration will be paid and the shareholding pattern remains unchanged.
Newgen Software Technologies Q2 FY27 Results: Net Profit ₹86.9 Cr, Up 6.4% YoY
Newgen Software Technologies Ltd reported revenue from operations of ₹422.2 Cr (+5.3% YoY) and net profit of ₹86.9 Cr (+6.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹86.9 Cr · +6.4% YoY