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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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Vybra Automet Ltd (BSE Code-->520003), the Forging Company which is on a High Growth trajectory:
The scrip is technically looking very strong and is poised to move up. It it now crosses Rs.56 with good volumes then Rs.85 and then Rs.120, could be a Reality.
Vybra Automet Ltd (VAL), a small forging company and has come outof the the red.VAL is engaged in the manufacturing of closed die steel forging equipments. Their products are used in LCV, HCV & passenger cars. Its major customers are Tata Motors, Maruti Udyog Ltd, Honda Siel, Automobile Corpn Of Goa and Rane (Madras) Ltd, among others.The growth in the auto/auto component industry will help the companyto do better in future.
The modernisation and expansion plan of the company has already improved both it's top and bottomlines.The company has increased the product range to crankshaft, links for Indica Cars, crankshafts for Simpson, Alto and Zen crankshafts forMaruti and other heavy weight forgings. The company has alsoinstalled 6000 MT press to meet these items. With this, the production capacity of the company has gone up to 18000 MT peryear from 10000 MT for forging. This is already helping the company to attract big clients for their heavier forging requirement. The expansion was completed early 2007.
The last September, 2007, quarter results have been excellent. FY07 results are also good, with the company clocking a revenue of Rs.4.01 Cr on an equity of Rs.7.12 Cr. This gave an EPS of Rs.5.74. With the expansion, VAL is able to manufacture different products as per the requirement of the clients.
VAL is also trying to be cost competitive. To this end, it is taking several cost reduction initiatives. It is a single source supplier to some of its clients. Moreover, it has a strong clientele base.The full year EPS, for FY08, would be around Rs.8--Rs.9. At the CMP of Rs.50, one caninvest in the scrip with a short term target of Rs.80--Rs.120.

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