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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 200 6 Turnaround Watch · EPC SEPC Ltd (₹6.54): From Stressed Asset to Strategic Platform Debt down from a peak of ₹907 crore to ₹351 crore. Two SAIL orders worth ₹1,527.89 crore landed inside eight weeks. A Dubai-headquartered promoter that bailed the company out of an RBI stressed-asset restructuring is now backing an ADNOC-linked entry into the Middle East. This is what a real turnaround looks like when you actually read the balance sheet instead of the ticker. 1 The Arc: From a ₹300 IPO to a Stressed Asset to a Rescue SEPC Ltd listed in February 2008 as Shriram EPC, priced at ₹300 a share, raising ₹150 crore under the Shriram Group — one of India's most recognised financial-services names, then led by T Shivaraman...
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Today's Call:
Buy Premier Explosives Ltd at Rs.51.20 with a price target of above Rs.100 in 3 to 6 months time frame.
Premier Explosives manufactures explosives and also grows white button mushrooms. The company recently got a contract worth Rs 7 crore per year from ISRO for maintenance of a propellant plant for the premier space organisation.
The company recently started production of specialised products for defence sector. The commercial production at this division commenced from September 2006. Take position in the stock ahead of the results. It has also been recommended by a brokerage house with some hefty targets.
The stock did not perform in the bull run and hence the catch.
Best wishes,
Suman Mukherjee India.

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