Newgen Software Technologies Limited — PPTs, 17-07-2025: Investor Presentation

**Financial Highlights:**

Newgen's Q1 FY26 revenue reached ₹320.6 Cr (+1.9% YoY), with PAT at ₹49.7 Cr (+4.5% YoY), yielding a 15.5% margin. Subscription revenue grew 19%. Annuity streams represented 69% of revenue. Net cash from operations was ₹81.1 Cr.

**Strategic Initiatives & Growth Drivers:**

Newgen is advancing its NewgenONE low-code platform by integrating GenAI, including a Growth Intelligence Platform and AI Agents, to boost enterprise efficiency and foster innovation.

**Business Developments:**

12 new customer logos were added, securing key wins like a $2.5Mn EMEA bank deal and a $1.6Mn Saudi finance contract. New projects were also acquired in India and the Philippines, alongside a new data compression patent.

**Market Position & Competitive Advantage:**

A Forrester "Leader" in Content Platforms, Newgen showcases a resilient model with diversified revenue (67% Banking) and strong annuity contributions (69%), reinforced by its global presence.

**Investor Implications:**

While Q1 revenue faced soft deal closures, PAT grew and high annuity revenues persist. Strategic GenAI investments and recent wins point to positive growth. Rising debtor days should be observed.