Newgen Software Technologies Limited — Q1FY27 earnings call summary

Filed 21 July 2026 · Official transcript

No revenue guidance; expect double-digit growth and margin expansion for FY27
Q1 FY27 revenue 357cr +11% y-y; annuity revenue 254cr +14% y-y; SaaS/license subscription 60cr +40% y-y
Implementation revenue down due to project delays, expected recovery in Q2/Q3
AI capabilities integrated across verticals; AI product pricing evolving with customer acceptance
EBITDA 56cr (15.7% margin); PAT 63cr +26% y-y (17.6% margin)
R&D spend ~9% of revenue; margin expansion driven by AI-driven operational efficiencies
U.S. revenue grew 27%, India 96cr, EMEA 114cr, APAC 56cr; 10 new logos added
Management change: Tarun Nandwani appointed CEO effective Aug 1, 2026