Newgen Software Technologies Ltd
Newgen Software Technologies Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects to surpass previous years' performance in both license and subscription sales this year. Management is optimistic about growth but cautious due to current market uncertainties, especially in India and the Middle East.
From Newgen Software Technologies Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects to surpass previous years' performance in both license and subscription sales this year.
- Growth in license revenue depends on recovery in India and Middle East markets; otherwise, growth may shift towards subscription/SaaS revenues from mature markets.
- Overall, combining SaaS and license revenues, the company anticipates continued growth year-on-year.
- Despite recent market uncertainties and economic turmoil, strong momentum in APAC, U.S., Australia, and U.K. markets is expected to continue.
- New deals, particularly midsized ones, are accelerating, compensating for slower large-deal closures.
- Annual order book grew by ~13%, indicating a healthy pipeline.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Newgen Software Technologies Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Newgen Software Technologies Limited plans to use strong cash generation to accelerate growth through both organic and inorganic means.
- The company is actively looking at multiple inorganic growth options to accelerate go-to-market in mature markets and to acquire complementary product technologies.
- No finalized or concrete inorganic deals have been made yet; updates will be communicated once available.
- Investments include aggressive investment in AI technologies, with about 80% of employees granted access to AI tools to improve engineering processes and productivity.
2 more points management made on capital expenditure plans
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.
Fundraising & Capital Structure
See what Newgen Software Technologies Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The overall order book at the end of FY '26 compared to the previous year has grown by around 13%.
- The comparison is on an apple-to-apple basis, accounting for portions already converted into revenue.
- There has been slower momentum in large deals, especially in Indian public sector and Saudi Arabia, with decision-making delays.
- The company is pivoting to acquire more midsized deals to accelerate growth.
2 more points management made on order book & pipeline
Newgen Software Technologies Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹453 Cr, net profit ₹106 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Newgen Software Technologies Ltd's management said in earlier quarters
Others in IT - Software this season
- ASM Technologies Ltd (Q4 FY26)
Revenue from Operations for Q4 FY26: ₹135.1 Cr, up 18.0% YoY from ₹114.5 Cr in Q4 FY25 (Page 8). Key concall takeaways from ASM Technologies Ltd's Q4 FY26…
- 3i Infotech (Q4 FY26)
77 crore. Key concall takeaways from 3i Infotech's Q4 FY26 earnings call — and how it ranks against sector peers.
- Workmates Core2cloud Solution Ltd (Q4 FY26)
Assured contracted revenue of INR 160 crore per annum already secured. Key concall takeaways from Workmates Core2cloud Solution Ltd's Q4 FY26 earnings call…
- Softtech Engineers Ltd (Q4 FY26)
Total order book stands at approximately INR 232 crores. Key concall takeaways from Softtech Engineers Ltd's Q4 FY26 earnings call — and how it ranks against…
Frequently Asked Questions
What were Newgen Software Technologies Ltd Q4 FY26 results?
The company expects to surpass previous years' performance in both license and subscription sales this year. Management is optimistic about growth but cautious due to current market uncertainties, especially in India and the Middle East.
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?
Newgen Software Technologies Limited plans to use strong cash generation to accelerate growth through both organic and inorganic means.
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.