Announced Wed, 6 May · 12:44 IST

Newgen Software Technologies Limited has informed the Exchange about Transcript

Order 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
+1.5%1-day move
₹491.50
prior close
₹485.15
base price
In-mkt
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Up moveDown movePending
AI summary

Newgen reported FY'26 revenue of INR 1,574 crores (6% Y-o-Y growth) with strong shift toward annuity revenues now at 62% of total (up from 56%). Subscription revenues grew 24% to INR 525 crores, with SaaS up 36%. Adjusted PAT was INR 334 crores (excluding INR 42 crores exceptional items) with 21.3% net margins. Q4 revenue was INR 457 crores (5.3% growth) with SaaS up 44% Y-o-Y. Geographically, U.S. grew 17% and APAC 14%, while India and EMEA faced headwinds from slower large deal closures and geopolitical uncertainty. Order book grew 13% Y-o-Y with deferred revenue increasing to INR 300 crores. Management noted headcount optimization of ~7% due to AI-driven efficiency and expects margin stability or expansion if growth reaches high teens.

Likely market impact

The company is navigating demand uncertainty in India and Middle East while successfully pivoting to subscription-led revenues. Strong cash generation (INR 302 crores operating cash flow) and improving annuity mix provide revenue visibility, but large deal delays continue to pressure near-term growth.