Newgen Q1 FY27 earnings call transcript, new CEO named

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

NEWGEN · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-6.9%1-day move

₹543.10

prior close

₹546.30

base price

After-mkt

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AI summary

Q1 FY27 revenue INR357 cr up 11% YoY, PAT INR63 cr up 26% YoY. Annuity revenue grew 14%, SaaS up 40% at about INR60 cr. EBITDA margin at 15.7%. Management guides full year EBITDA at typical 23-25% range with annual margin expansion, targeting around 20% plus. Won 10 new logos including INR26.7 cr Kuwait insurance deal. Tarun Nandwani named new CEO from Aug 1, 2026 as Virender Jeet steps down. Headcount flat at 4,200. Implementation revenue fell on project delays, expected to recover in Q2-Q3.

Likely market impact

Smooth CEO transition with insider Tarun. Margin expansion guidance, double digit booking growth and 40% SaaS growth support steady outlook for shareholders.