Newgen Software Q4 FY26 Results: Estimates, Date 2026

Why Newgen’s Q4 print matters this season

Newgen Software Technologies’ Q4 FY26 (January to March 2026) earnings are among the closely tracked events in the April to May 2026 results calendar for India’s IT and SaaS space. The company is scheduled to announce results on May 5, 2026, according to the note. Investors are focused on whether margins stabilise after a choppy recent quarter and how management frames demand for FY27.

The expectations in the provided material are not fully consistent across sections. Different parts cite different Q3 FY26 baselines and different Q4 FY26 estimate ranges. Still, the common thread is clear: the market is watching for revenue growth, profit conversion, and commentary on deal flow and macro headwinds.

Q4 FY26 results date: what is confirmed

The note first flags that Q4 results are expected in May 2026, and later specifies the company is scheduled to announce Q4 FY26 results on May 5, 2026. That date is the most precise reference provided and frames the near-term catalyst.

Key estimates: revenue, PAT, and margin expectations

One table in the note pegs Q4 FY26 revenue at Rs 415 crore versus Q3 FY26 revenue of Rs 385 crore, implying 8% YoY growth, and estimates PAT at Rs 100 crore versus Rs 88 crore in Q3, implying 14% YoY growth. The same table mentions an estimated EBITDA margin of 24.1% for Q4 FY26, with “improvement expected.”

However, other sections cite a different Q3 base and a different Q4 estimate range. They state Q3 FY26 revenue of Rs 296 crore and PAT of Rs 52 crore as the sequential base, and suggest Q4 FY26 revenue of Rs 310 to 330 crore and PAT of Rs 55 to 65 crore.

What Q3 FY26 numbers are being used as the base

The provided text includes multiple Q3 FY26 data points:

• A “base” reference of revenue Rs 385 crore and PAT Rs 88 crore.
• Another section stating revenue Rs 296 crore, PAT Rs 52 crore, and a margin metric of 17.7%.
• A separate stock-report style block for the quarter ended December 31, 2025, reporting total income of Rs 420.3270 crore and net profit of Rs 62.8151 crore, with EPS of Rs 4.37.

Because the note itself presents these figures side by side, the clean takeaway is that market participants may be looking at different reported line items (for example, “revenue” versus “total income”) or different datasets. Readers should map estimates to the exact metric Newgen reports in its consolidated results.

Estimates snapshot table (as stated in the note)

Brokerage view: what is being highlighted

The note references at least one brokerage stance: CLSA has an Outperform rating, with the key thesis that AI deal wins could drive revenue re-acceleration. Beyond this, the material also mentions a broader “Buy consensus” and price-target ranges, but does not list additional broker names.

Stock, valuation and targets: multiple price points cited

The text provides multiple, conflicting trading prices for Newgen:

• “Currently trading at approximately Rs 1,345” with a market capitalisation of Rs 9,350 crore.
• Elsewhere, it says the stock is trading at Rs 445, alongside analyst targets.
• A separate market update cites last traded price on BSE at Rs 735.60 versus a previous close of Rs 749.25.

On targets, the note states: 12-month price target of Rs 480 to 620 (Buy consensus) and a short-term target range of Rs 450 to 520. Since the spot prices cited are inconsistent, the only defensible point is that targets are presented as subject to revision after Q4 FY26 results and FY27 guidance.

What to watch on May 5: operational and financial markers

The note lists specific factors investors are tracking: revenue versus the stated estimate range (Rs 310 to 330 crore in one section), PAT versus the stated estimate range (Rs 55 to 65 crore), and management guidance for FY27. It also flags deal TCV and related guidance, any dividend declaration, and commentary on macro headwinds.

A results-day “beat or miss” relative to the cited ranges is described as a potential trigger for stock price movement, but no direction is asserted. Given the mix of baselines in the note, the focus is likely to be on trend consistency across revenue, margins, and commentary.

Background: FY25 performance and recent quarterly trends

For Q4 FY25, the note states Newgen reported revenue from operations of Rs 429.8 crore, up 14.5% from Rs 375.2 crore in Q4 FY24, and net profit of Rs 108.3 crore, up 2.8% from Rs 105.26 crore. It also states FY25 profit rose 20.5% to Rs 315.2 crore versus Rs 251.6 crore in FY24, while FY25 revenue increased 19.5% to Rs 1,486.8 crore.

Separately, a quarterly table in the note lists revenue and profitability for Dec 2024 to Dec 2025, including Dec 2025 revenue of Rs 420.33 crore and Dec 2025 net profit of Rs 62.82 crore, alongside an operating profit margin of 22.78% and net profit margin of 21.48% for that quarter.

Market impact lens: why guidance could outweigh the headline print

The setup described in the note is guidance-sensitive. The market is explicitly “watching closely for margin trajectory and management guidance on FY27 demand,” which can matter as much as meeting quarterly estimates. The note also ties the upside case to deal momentum, including the idea that AI-linked wins could support re-acceleration.

Cash conversion is another element mentioned: operating cash flow of Rs 214.98 crore is cited as 0.68 times the reported net profit of Rs 315.24 crore (source: consolidated financials). While the period is not specified in the excerpt, the inclusion indicates investors are also tracking the relationship between accounting profit and cash generation.

Conclusion

Newgen Software’s Q4 FY26 results are scheduled for May 5, 2026, and the note presents multiple estimate sets, including revenue of Rs 415 crore and PAT of Rs 100 crore in one table, and Rs 310 to 330 crore revenue with Rs 55 to 65 crore PAT in another section. The market focus, as stated, is on margin direction, deal indicators, and FY27 demand guidance. The next concrete milestone is the results announcement in early May, after which broker targets and near-term expectations may be revised based on the company’s reported numbers and commentary.