Newgen Software Technologies Limited — Investor Meet, 22-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Newgen Software's Q1 FY'26 results were muted, with INR 321 Cr revenue and 15.5% net margin. The company experienced slower license sales and smaller average deal sizes due to customer caution and project delays, particularly for larger programs.

Despite winning 12 new logos, management noted localized challenges in India and the Middle East, not broader global issues. Subscription revenue (SaaS, ATS/AMC) showed resilience, growing 19% YoY to INR 121 Cr. The company's strategic focus remains on AI-led transformation and anticipates growth to improve in the second half of the year as the strong funnel converts and larger deals close, maintaining a positive long-term outlook.