Newgen Software Technologies Limited held its Q4 FY26 Earnings Conference Call on April 30, 2026, hosted by ICICI Securities Limited, where senior management presented full-year and quarterly results and addressed investor queries. The company reported consolidated revenue of INR1,574 crore for FY26, a 6% year-on-year increase, alongside a structural shift toward subscription-led revenues and a final dividend recommendation of INR6 per share.

FY26 Financial Performance Highlights

For FY26, the company achieved consolidated revenue from operations of INR1,574 crore, marking a 6% increase from INR1,487 crore in FY25. Annuity revenues reached INR968 crore, comprising 62% of total revenues, up from 56% in FY25. Subscription revenues grew 24% YoY to INR525 crore, with the SaaS component growing 36% YoY. Profit after tax for FY26 was INR301 crore; excluding exceptional items of INR42 crore related to new Labour Codes and a legal claim provision, adjusted PAT stood at INR334 crore, reflecting 6% YoY growth with adjusted net margins at 21.3%.

Quarterly Financial Results

Q4 FY26 consolidated revenue stood at INR457 crore versus INR430 crore in Q4 FY25, representing 5.3% YoY growth. The Q4 SaaS component grew 44% YoY. US geography revenues in Q4 were INR106 crore, growing 20% YoY. The detailed quarterly results showed consolidated total income from operations of INR452.67 crore for Q4 FY26 compared to INR429.89 crore in Q4 FY25. Net profit after tax (after exceptional items) for Q4 FY26 stood at INR106.30 crore versus INR108.34 crore in the corresponding quarter of the previous year.

Standalone Financial Performance

The standalone financial results showed revenue from operations of INR1,419.93 crore for FY26 compared to INR1,354.35 crore in FY25. Standalone profit after tax reached INR285.20 crore for FY26 against INR293.27 crore in the previous year, while Q4 FY26 standalone PAT stood at INR103.37 crore.

Geographic Performance and Key Deal Wins

Management highlighted a well-diversified geographic business model. The US geography witnessed 17% YoY revenue growth for the full year, driven by insurance and ECM-led banking wins. APAC geography witnessed 14% YoY revenue growth for the full year. India and EMEA remained the largest revenue contributors, though both faced headwinds — India from subdued large license deal closures and EMEA from geopolitical uncertainty in West Asia, which also slowed collections and affected overall DSO. The company added 47 new customer logos during the year, and the number of customers with billing over INR5 crore grew from 87 in FY25 to 101 in FY26.

Key deal wins highlighted during the call included:

Management Commentary on AI, Margins, and Outlook

CEO Virender Jeet stated that the NewgenONE platform embeds Agentic AI into its low-code fabric, enabling organizations to move toward autonomous, policy-safe decision-making while maintaining traceability and governance — particularly relevant for regulated industries such as banking and insurance. The company invested approximately 8.5% of revenues on R&D and around 22% of revenues on sales and marketing during the year. Newgen filed 12 patents during FY26 and was granted 2 patents; as of the call date, the company holds 67 patent filings and 25 patent grants.

On employee costs, management noted approximately 6% reduction in headcount YoY, driven by AI-led engineering efficiencies and lower implementation demand from muted license growth, while campus hiring of 300–400 professionals continues. The global workforce stands at approximately 4,300 professionals. On margins, management indicated that adjusted net margins at approximately 21% are healthy, and that margins could expand if revenue growth reaches higher teens, or remain similar if growth is in lower teens.

On the order book, management confirmed it grew approximately 13% YoY on a comparable basis. Deferred revenues increased from approximately INR220 crore to approximately INR300 crore, driven by subscription license sales and ATS renewal contracts, particularly from Australia, UK, and US markets. Management indicated that AI is viewed as an opportunity rather than a headwind, and estimated a potential 2%–3% pricing pressure on streams contributing roughly 40% of revenues due to client AI budget reallocations, but noted new customer additions could offset this.

Dividend, Capital Structure, and Newspaper Advertisement

The board recommended a final dividend of INR6.00 per equity share for FY26, subject to shareholder approval at the Annual General Meeting. The paid-up equity share capital stands at INR141.16 crore with a face value of INR10 each, while reserves excluding revaluation reserve amount to INR1,636.19 crore. The company also published its results advertisement in Business Standard (All edition-English) and Business Standard (Regional-Hindi) dated 01 May 2026, covering audited standalone and consolidated financial results for the quarter and financial year ended 31 March 2026. The advertisement was authorized by Aman Mourya, Company Secretary & Head-Legal, and communicated to both BSE Limited and National Stock Exchange of India Limited under regulatory compliance requirements. The conference call transcript has been made available on the company's website at newgensoft.com.

Newgen Software Technologies Limited has announced its Q4FY26 results conference call, providing investors and stakeholders an opportunity to engage with the company's senior management team regarding its financial performance and strategic outlook.

Conference Call Details

The results conference call has been scheduled as per the following specifications:

Management Participation

The conference call will feature comprehensive representation from Newgen Software Technologies' leadership team. The participating executives include:

• Mr. Diwakar Nigam – Chairman and Managing Director
• Mr. T.S. Varadarajan – Co-Founder and Whole-Time Director
• Mr. Virender Jeet – Chief Executive Officer
• Mr. Arun Kumar Gupta – Chief Financial Officer
• Ms. Deepti Mehra Chugh – Head, Investor Relations

Access Information

The company has provided multiple access options to accommodate participants from different regions:

Domestic Access

Participants can join the conference call using the universal access numbers: +91 22 6280 1144 or +91 22 7115 8045.

International Access

International participants can utilize the following toll-free numbers:

Diamond Pass Registration

Participants can also register through the Diamond Pass registration link provided by ICICI Securities for enhanced access to the conference call.

Coordination and Support

ICICI Securities will coordinate the conference call, with Mr. Jaideep Goswami, Head of Equities, serving as the primary coordinator. Additional support will be provided by multiple team members:

Regulatory Compliance

The announcement has been made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, ensuring compliance with disclosure requirements for listed companies. The notification was signed by Aman Mourya, Company Secretary & Head – Legal, on April 24, 2026.