Newgen Software Technologies Limited — Investor Meet, 06-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Newgen Software Technologies delivered FY'26 revenue of INR1,574 crores (+6% YoY), fueled by 24% subscription revenue growth (INR525 crores). Annuity revenues hit 62% of total. Adjusted PAT grew 6% YoY to INR334 crores (21.3% adjusted net margin), excluding one-time items. Q4 revenue was INR457 crores (+5.3% YoY).

Management cited large deal delays in India/EMEA due to uncertainty, offset by strong US/APAC growth. Focus shifts to midsized deals and AI-led efficiencies, contributing to a ~6% headcount drop. Order book expanded ~13% YoY, bolstering FY'27 visibility. Management is optimistic, viewing AI as a significant growth driver.