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SumanSpeaks Independent Capital Markets Intelligence & Geopolitical Commentary Reader Q&A · Investor Briefing · May 2026 A Note from Suman · To All SumanSpeaks Readers The SumanSpeaks  email inbox receives a steady flow of reader queries on my blog posts — and I genuinely appreciate every single one of them. It tells me something important: there are real investors out there who take analysis seriously, who do not chase tips, and who bank on independent, ground-up equity research to make informed decisions. That is exactly what this blog was built for, twenty-five years of stock market experience and counting. You can write to me directly at:  🔸sumanm2007s@gmail.com or 🔸suman2005s@rediffmail.com. However — and I say this with full transparency — it is simply not humanly possible to personally respond to every query on a free-service basis while maintaining the depth of research this blog demands...
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SumanSpeaks Independent Capital Markets Intelligence · Est. 2006 DCM Ltd: The Strategic Pivot to a Debt-Free Future Dissecting the resilience of a century-old industrial giant in a modern tech-driven landscape. Price (May '26) ₹84.20 Debt-to-Equity 0.03 IT Revenue 99% As of mid-May 2026, DCM Limited presents a compelling case for value investors. While its historical roots are in textiles and casting, the modern DCM is a virtually debt-free entity with a sharp focus on IT Infrastructure Services and Real Estate. THE BOTTOM LINE: With a Debt-to-Equity ratio of 0.03 and an IT division driving core revenue, the company is effectively shielded from the high-interest volatility currently plaguing the broader industrial sector. O...
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SumanSpeaks Capital Intelligence Markets & Regulation SumanSpeaks Independent Capital Markets Intelligence · Est. 2006 Dual Equity Research Note · May 2026 Picks & Shovels, Meet Dams & Drains SEPC Ltd & Patel Engineering — Two Infrastructure Stories Worth Watching NSE: SEPC · ₹7.33 | NSE: PATELENG · ₹27.50 | Infrastructure · EPC · Hydropower · Water India is spending ₹12.2 lakh crore on infrastructure. That is not a typo. The Union Budget 2026 has essentially declared war on potholes, water shortages, and the national embarrassment of half-finished dams. Into this glorious capex bonanza walk two companies — one scrappy and street-smart, the other quietly stacking order books like it owns a warehouse. SEPC Ltd and Patel Engineering don't make headlines the way Adani or L&T do. But then again, neither did Alphageo in 2003. ...
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By Suman Mukhopadhyay · May 13, 2026 ➦      SUMANSPEAKS CAPITAL INTELLIGENCE   |   MARKETS & REGULATION SumanSpeaks INDEPENDENT CAPITAL MARKETS INTELLIGENCE · EST. 2008 MARKET PULSE · SPECIAL REPORT The Government's Gift to ONGC — and Why It Matters for Drillers Dalal Street is recalculating its math in offshore waters — but is the tide lifting all boats, or just the ones still afloat? § I 01 A Change in Tide Oil and Natural Gas Corporation (ONGC) rocketed higher recently on news that the Government of India finally decided to do something sensible — it reduced the royalty burden on crude oil and natural gas production. Onshore crude royalties were cut from 16.66% to 10%, offshore crude from 9.09% to 8%, and natural gas from 10% to 8%. There was also chatter about reduced fears on windfall t...
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