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Earnings Call

Newgen Software Technologies Earnings Call: Key Takeaways

Newgen reported Q1 FY'27 revenue growth of 11.2% YoY with PAT increasing 26.3% YoY. The company is pivoting towards an Enterprise AI Agent Platform strategy under new leadership.

Highlights
Revenue growth11.2% YoY for Q1 FY'27.
MarginsEBITDA margin improved to 15.7%; PAT margin rose to 17.6%.
Order bookAdded 10 new enterprise customers; secured strategic wins in Kuwait and Philippines.
Demand visibilityHealthy demand across international markets, particularly Americas (27% growth).
Management confidenceHigh, citing strong growth across major geographies and AI platform transition.

Growth

Revenue grew 11.2% to INR 3,567 Mn; EBITDA up 24.2% YoY with margins expanding to 15.7% from 14.0%.

Outlook

New CEO and CGO appointed effective August 1, 2026, to scale the next phase of AI-led growth.

Risks

Seasonal business nature leading to higher debtor days in March (164 days) vs June (145 days).

Last quarter's promises, checked

Delivered

  • Guided 6% revenue growth for FY'26 → delivered 6% (= BEAT)
  • Guided 21% net margins for FY'26 → delivered 21.3% (= BEAT)
  • Guided 400 campus hires → delivered 400 hires (= BEAT)

Partly delivered

  • Guided reduction in trade receivables → delivered 145 days vs 164 days (= PARTIAL)

Missed

  • Guided double-digit growth aspiration → delivered 6.0% (= MISS)
Source

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

Read the document ↗

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.

More from Newgen Software Technologies Ltd

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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