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NEWGENSOFTWARETECHNOLOGI Information Technology 13 May 2026

Newgen Software Technologies Ltd — Q4 FY26

Newgen Software reported FY26 revenue of ₹1,574 crore, up 6% YoY, with subscription revenue growing 24% to ₹525 crore and SaaS up 36%.

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Revenue ₹453 Cr +6%
EBITDA
PAT ₹106 Cr
EBITDA Margin 34%
Duration 60 min
Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Newgen Software reported FY26 revenue of ₹1,574 crore, up 6% YoY, with subscription revenue growing 24% to ₹525 crore and SaaS up 36%. PAT was ₹301 crore, impacted by ₹42 crore exceptional items; adjusted PAT was ₹334 crore (up 6% YoY). Annuity revenue reached 62% of total (up from 56% in FY25), improving visibility. US revenue grew 17% YoY, APAC 14%, while India and Middle East faced headwinds from delayed large deals and geopolitical uncertainty. Management highlighted a strong deal pipeline and order book growth of 13%, but refrained from giving FY27 guidance due to near-term uncertainty. Key risk: prolonged slowdown in large deal closures in India and Middle East could pressure license revenue.

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Risk Intelligence

Prolonged large deal slowdown in India and Middle East

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Quarter Snapshot

Subscription Revenue ₹525 Cr
+24% YoY

Subscription revenue grew 24% YoY to ₹525 crore, with SaaS component up 36%.

Annuity Revenue % 62%
+6pp YoY

Annuity revenue as a percentage of total revenue increased from 56% in FY25 to 62% in FY26.

Order Book Growth 13%
+13% YoY

Order book at end of FY26 grew 13% compared to end of FY25.

Customer Count (>₹5 Cr billing) 101
+14 YoY

Number of customers with billing over ₹5 crore increased from 87 in FY25 to 101 in FY26.

Fast read

Guidance and risk preview

Top guidance No specific FY27 revenue guidance

Management declined to provide a growth number for FY27, citing uncertainty in Middle East and large deal closures.

Top risk Prolonged large deal slowdown in India and Middle East

Large deal closures continue to be delayed due to geopolitical uncertainty and cautious customer decision-making, impacting license revenue.

View Risks →