| Revenue growth | 5.4% YoY for Q2 FY'27 |
|---|---|
| Margins | EBITDA margin improved to 25.8% from 25.5% YoY |
| Demand visibility | 10 AI-led deals booked in H1 FY'27 |
| Management confidence | High on AI platform and international expansion |
Growth
Q2 revenue rose 5.4% YoY to ₹4,222 Mn; PAT (excl. exceptional items) grew 6.3% to ₹869 Mn.
Outlook
Strong focus on AI-led deals (10 deals in H1); expanding presence in EMEA and Americas regions.
Risks
Seasonal nature of business impacts debtor days; high dependence on Banking & FS vertical (62% of revenue).
Last quarter's promises, checked
Delivered
- Guided 23%-25% EBITDA margin for FY'27 → Delivered 25.8% in Q2 (= BEAT)
- Guided Q2 recovery of Q1 implementation delays → Q2 revenue reached ₹4,222 Mn (= BEAT)
- Guided double-digit revenue growth momentum → Q2 H1 H1 growth sustained (= BEAT)
Partly delivered
- Guided India/EMEA recovery to growth → EMEA grew 19.4% but India growth remains soft (= PARTIAL)
Investor Presentation filed with BSE, NSE: NEWGEN. Summary written with AI assistance from the document.
Newgen Software Technologies Ltd: key numbers
- Share price
- ₹458.00
- Market cap
- ₹6,527 Cr
- Revenue (annual)
- ₹1,574 Cr
- Net profit (annual)
- ₹300.6 Cr
- P/E (TTM)
- 20.5×Sector 22.9×
- 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 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
Newgen Software Technologies Bags ₹20.51 Cr Order from Just Retirement Management Services Limited
Newgen Software Technologies (UK) Limited secured a Rs. 20.51 Crore contract from Just Retirement Management Services. The agreement spans 3.5 years for document management platforms.
- Value
- ₹20.51 Cr
- From
- Just Retirement Management Services Limited
- Execution
- 3.5 years