Whalesbook
Newgen Software ke share price mein aaj toofani tezi dikhi, lagbhag 7.41% badhkar yeh ₹515.75 par pahunch gaya! Intraday mein toh yeh ₹534 tak bhi gaya tha. Kamaal ki baat yeh hai ki jab Nifty 50 0.94% gir raha tha, tab inka stock bhag raha tha. Yeh sab Q4 FY26 ke results aur ek mast dividend announcement ke baad hua. Market mein bahut heavy volume bhi dikha, lagbhag 9.8 million shares, matlab ₹512 crore ke shares trade hue.
Toh bhai, company ka Q4 FY26 ka revenue saal-dar-saal 5.29% badhkar ₹452.66 crore ho gaya. Iske peeche 13% bookings growth aur international markets ka acha performance hai – US mein 17% aur APAC mein 14% revenue badha. Aur toh aur, bade clients (jinka billing ₹50 million se zyada hai) 87 se 101 ho gaye, aur 47 naye clients bhi jude FY26 mein.
Lekin, ek chota sa panga bhi hai. Net profit thoda sa 1.88% gir gaya, ₹106.29 crore par aa gaya, jabki pehle yeh ₹108.33 crore tha. Expenses bhi 2.69% badhkar ₹310.89 crore ho gaye, jiski wajah se profit margins par thoda pressure aaya.
Ab achi khabar yeh hai ki board ne shareholder ke liye ₹6 per equity share ka dividend recommend kiya hai FY26 ke liye. Yeh face value ke 60% ke barabar hai. Shareholders ko July 17, 2026 tak iska fayda milega (record date hai). Aisa dividend announcement aksar investors ka mood acha kar deta hai.
Newgen Software ka stock abhi P/E ratio 22.4x par trade kar raha hai, jo ki competitors (average 57.6x) aur industry average (27.8x) se kam hai. Kai analysts ise 'Buy' rating de rahe hain aur unka target price lagbhag ₹845 ke aas-paas hai, matlab kafi upside potential hai. Par haan, kuch analysts ne sales expectations kam kar di hain, toh thodi challenges aa sakti hain is fiscal year mein revenue targets achieve karne mein.
Revenue badhne ke baad bhi profit thoda kam hona aur expenses badhna sawal khada karta hai ki company profit margins kaise maintain karegi. Indian IT sector bhi economic uncertainties aur AI ke impact se guzar raha hai. US aur APAC mein growth acchi hai, par revenue ko profit mein badalne ke liye costs manage karna important hoga. Kuch log abhi bhi company ka P/E ratio thoda high maan rahe hain, balance sheet aur cash flow ko dekhte hue.
Fir bhi, most analysts optimistic hain aur 'Buy' rating de rahe hain, target price bhi acha hai. Enterprise software, digital transformation, aur patents company ke future ke liye positive hain. Growth in high-value clients aur naye clients bhi future revenue ka base bana rahe hain.