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SEPC’s Q2FY27 Loss: A ₹95.35 Crore Deferred-Tax Charge Overshadows an Improved Operating Quarter

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Quarterly Results · Infrastructure SEPC’s Q2FY27 Loss: A ₹95.35 Crore Deferred - Tax Charge Overshadows an Improved Operating Quarter Consolidated PBT rose 241% to ₹36.81 crore, H1FY27 EBITDA reached ₹73.04 crore and operating cash outflow narrowed by about ₹100 crore, while a non-cash ₹95.35 crore deferred-tax charge produced the ₹58.54 crore net loss. SEPC Ltd (₹5.40) reported a consolidated net loss of ₹58.54 crore for Q2FY27. Read the line above it first. Consolidated profit before tax rose to ₹36.81 crore, against ₹10.80 crore a year ago, a jump of roughly 241%. The gap between those two numbers has a single cause: a ₹95.35 crore deferred-tax charge. The company describes it as a non-cash accounting adjustment with no effect on cash flows, liquidity or its ability to service debt. Interestingly, the pre-tax improvement came while other income fell from ₹13.61 crore to ₹1.25 crore. Operat...
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Morepen Q2FY27 Results: Standalone PAT Up 442%, CDMO Scales

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence PHARMACEUTICALS | Q2FY27 EARNINGS Morepen Laboratories Q2FY27: Standalone PAT Up 442%, CDMO Turns Commercial A standalone profit of ₹77.87 crore against ₹14.38 crore a year ago, consolidated profit of ₹88.89 crore, and CDMO revenue up roughly 334% to about ₹253 crore. Add exports of ₹397 crore for the quarter and 20 million glucose meters in the field, and Morepen no longer fits the label of a sleepy API maker. Morepen Laboratories (₹99.15) (NSE: MOREPENLAB | BSE: 500288 | ISIN: INE083A01026) did something rare in the September quarter. It earned a standalone profit of ₹77.87 crore, against ₹14.38 crore a year ago, a rise of 442%. On a consolidated basis, net profit more than doubled to ₹88.89 crore, up 117.48%, on revenue from operations of ₹746.50 crore, up 81.4%. A 442% jump sounds like a typo until you look at the base. The percentage is the headline, but the rupee figure is the part worth framing:...
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Indowind Energy After Q2FY27: A Windy-Season Profit, and Solar Could Change the Equation

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Renewable Energy · Quarterly Results Indowind Energy After Q2FY27: A Windy-Season Profit, and Solar Could Change the Equation Consolidated net profit of ₹3.07 crore, revenue of ₹15.38 crore and an operating margin approaching 53%. With a 4 MW solar project approaching completion and a potential recovery in wind generation, Indowind is entering an interesting phase of its renewable-energy journey. Indowind Energy Ltd (₹8.66) has delivered a substantially stronger sequential performance in Q2FY27. Consolidated revenue from operations nearly doubled over the preceding quarter, while operating profitability remained impressive. The September quarter is traditionally important for wind-power generation. However, the more interesting development is taking shape beyond the existing wind portfolio. Indowind is working towards adding solar generation to its asset base, potentially creating a more div...
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Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
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