Newgen Software Technologies Ltd
Newgen Software Technologies Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and order book.
The short version
Expect significant opportunity in the Indian market, especially in enterprise content management and record management, as India has not fully implemented these strategies yet. - Growth momentum is strong in developed markets like the U.S., Europe, Australia, and APAC, with new large deal wins primarily from these regions. - Anticipate continued acceleration in the U.S. Revenue growth momentum is expected to continue, with strong order book growth above 20% in H1 FY '26, reflecting confidence in future business conversions.
From Newgen Software Technologies Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Expect significant opportunity in the Indian market, especially in enterprise content management and record management, as India has not fully implemented these strategies yet.
- Growth momentum is strong in developed markets like the U.S., Europe, Australia, and APAC, with new large deal wins primarily from these regions.
- Anticipate continued acceleration in the U.S. due to pivoting to larger cases and acquiring marquee customers in health, insurance, and banking sectors.
- Subscription-based deals growing in matured markets, leading to more predictable and even revenue, though with delayed revenue recognition compared to license deals.
- Expect overall order book growth above 20%-25% mid-year, likely to convert into revenue in coming quarters.
2 more points from Newgen Software Technologies Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
Read what Newgen Software Technologies Ltd said on margins in the Q2 FY26 call
Free account with your mobile number. We text a one-time code, no password.
Order Book & Pipeline
- The order book growth as of H1 FY26 is strong, estimated at above 20%, possibly mid-20% or higher.
- Order book growth is better than the same period last year by a significant margin.
- Order flow between H1 and H2 may shift based on renewals of ATS (Annual Technical Support) and subscriptions.
- The order book at the end of the year is considered a better indicator than mid-year figures.
- Momentum in deal wins, especially in mature markets like the U.S., U.K., and Australia, is strong.
2 more points from Newgen Software Technologies Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Top-ranked in IT - Software
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Newgen Software Technologies Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹422 Cr, net profit ₹87 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Newgen Software's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
Others in IT - Software this season
- Softtech Enginee (Q2 FY26)
Standalone: Rs 25.71 Cr (up from Rs 22.93 Cr in Q2 FY 2024-25) — approx. Key investor presentation takeaways from Softtech Engineers Ltd's Q2 FY26 investor pres
- Systango Technologies Ltd (Q2 FY26)
Year-on-Year (YoY) revenue growth for H1-FY26 is 58.0% compared to H1-FY25 revenue of INR 288 million. Key investor presentation takeaways from Systango Technol
- 3i Infotech Ltd (Q2 FY26)
Q2 FY26 consolidated revenue from operations: ₹174.9 crore, a 2.5% increase quarter-on-quarter (QoQ) but a 2% decrease year-on-year (YoY) from ₹177.6 crore in…
- C.E. Info Systems Ltd (Q2 FY26)
IoT-led business growth is robust, with a 50% revenue increase from INR 54 crores to INR 74.5 crores year-on-year. Key concall takeaways from C.E. Info Systems…
Arthneeti Pro · Annual
Newgen Software Technologies Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Newgen Software Technologies Ltd Q2 FY26 results?
Expect significant opportunity in the Indian market, especially in enterprise content management and record management, as India has not fully implemented these strategies yet. - Growth momentum is strong in developed markets like the U.S., Europe, Australia, and APAC, with new large deal wins primarily from these regions. - Anticipate continued acceleration in the U.S. Revenue growth momentum is expected to continue, with strong order book growth above 20% in H1 FY '26, reflecting confidence in future business conversions.
What is Newgen Software Technologies Ltd share price analysis?
Newgen Software Technologies Ltd currently shows a neutral. The stock trades at a P/E of 23.1 with a market cap of ₹7,931 Cr. Investors should review the full earnings analysis for detailed insights.
Is Newgen Software Technologies Ltd planning capital expenditure?
Based on the content from the provided pages (up to page 17) of the Newgen Software Technologies Limited report: - There is no specific mention of any current or planned capital expenditure (capex) or strategic capital investments in fixed assets or infrastructure.
Keep Newgen Software Technologies Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.