Earnings Call/Transcript
Newgen Software Q2 FY27 Earnings Call Transcript
Newgen Software released the transcript of its Q2 FY27 earnings call held on 23 October 2026, covering revenue growth, margins, recurring revenues and business outlook.
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Earnings Call/Transcript
Newgen Software released the transcript of its Q2 FY27 earnings call held on 23 October 2026, covering revenue growth, margins, recurring revenues and business outlook.
Financial Results
Newgen Software published unaudited standalone and consolidated Q2 and half-year FY27 results, reporting 5% year-on-year revenue growth and 36% profit-after-tax growth in Q2.
Earnings Call/Transcript
Newgen Software Technologies Ltd: audio recording of the conference call for unaudited Q2 and H1 FY2026-27 results held on 2026-10-23 is available on the company's website.
IT - Software
Computers - Software & Consulting
6,313 Cr
High Risk
19.8
18.5
1.1
3.5
1,016.60
401.05
Sales CAGR
Profit CAGR
ROE
ROCE
Newgen Software Technologies Ltd (NEWGEN) is currently trading at 443.00 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Newgen Software Technologies develops enterprise software platforms spanning enterprise content management, business process management, customer communication management and low-code application development. Its NewgenONE platform integrates content, processes, communication and governed intelligence for regulated customers including banks, insurers, healthcare organisations and government bodies, across on-premise, cloud and subscription deployment models. Q2 FY27 revenue increased 5.4% year-on-year to INR422 crore, while EBITDA rose 6.5% to INR109 crore and profit after tax increased 6.3% to INR87 crore. The more important change was mix-related: subscription revenue surpassed license revenue, while annuity revenue grew 15%, improving revenue predictability despite license timing volatility. International markets drove quarterly growth, with EMEA rising 19.4% and the US increasing 17.1%, supported by healthcare, insurance, enterprise automation and subscription offerings. India declined 12.6% and APAC declined approximately 6.4%, primarily because of delayed closures and execution timing rather than management-reported deterioration in underlying demand. Artificial intelligence is becoming a substantive commercial growth engine. Newgen Software Technologies reported 10 AI-based deal bookings in the first half, stated that AI-containing deal sizes are typically 20%–40% larger, and expects implementation timelines to improve 15%–20% through AI-enabled efficiencies, while continuing to sell AI capabilities through both subscription and perpetual models. The principal financial watchpoint is working capital: September net receivables were INR642 crore and net DSO reached 144 days, partly reflecting Middle East collection delays and geopolitical conditions. Management remains confident of achieving double-digit FY27 growth and maintaining a 20%–22% net margin, but quarterly outcomes remain sensitive to deal closures, milestones, currency and collections.
Over the past 52 weeks, Newgen Software Technologies Ltd has traded between a low of ₹401.05 and a high of ₹1,016.60. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Newgen Software Technologies Ltd has a market capitalization of approximately 6,493.47. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Newgen Software Technologies Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 20.37 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 6,493.47 Cr, Newgen Software Technologies Ltd is classified as a Small Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Newgen Software Technologies Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Newgen Software Technologies Ltd is 20.37. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
Newgen Software reported Q2 FY27 revenue of Rs 422 crore, up 5.4% from the preceding quarter.
Revenue from operations was INR 4,222.4 million in Q2 FY27, up 5.4% year-on-year from INR 4,008.0 million in Q2 FY26.
The stock gained alongside a broader IT sector rally, supported by positive sentiment after TCS reported Q1FY27 results and as investors positioned ahead of Newgen’s upcoming Q1 board meeting.
The board meeting is scheduled for January 20, 2026 to consider and approve Q3FY26 unaudited financial results.