Newgen Software Technologies Limited — PPTs, 28-10-2025: Investor Presentation

**Newgen Software Q2 FY'26 Update**

**Business Performance:** Newgen Software reported robust Q2 FY'26 results. Revenue from operations grew 11% YoY to ₹400.8 Cr, with Profit After Tax (PAT) up 16% YoY to ₹81.7 Cr, achieving a 20.4% PAT margin. Subscription revenues surged 20% YoY. For H1 FY'26, revenue reached ₹721.4 Cr (+6.7% YoY) and PAT was ₹131.5 Cr (+11.5% YoY). Banking remains the largest vertical (68% of Q2 revenue), with EMEA, India, and USA driving geographical contributions. Annuity revenues, including SaaS, ATS/AMC, and Support, continue to form a strong base at nearly 59% of Q2 revenue.

**Growth Drivers & Strategy:** The company is strategically enhancing its NewgenONE unified low-code digital transformation platform. A key focus is integrating GenAI-powered solutions, including AI Agents for growth, conversion intelligence, and application development, aiming to boost productivity and customer engagement across its platform.

**Recent Developments:** Newgen added 15 new customer logos in Q2. Significant wins include a £3 million content management project in the UK and a €4.2 million cloud-based records management deal in Europe. Domestically, they secured a ₹21.24 Cr policy administration deal with an Indian insurer. The company was also recognized as a "Strong Performer" by Forrester and in Forbes Asia's Best under a Billion for the second year.

**Key Financial Metrics:** Q2 Basic EPS rose 15.8% YoY to ₹5.82. H1 Basic EPS was ₹9.37, up 11.1% YoY.

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