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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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WINNING STROKES:
The Power sector is heating up in the next few months as Power Ministry under the government of India plans to list at least three central power companies over the next few months.
While hydel major NHPC will be the first to hit the market some time later this year, Damodar Valley Corporation and North Eastern Electric Power Corporation will follow suit.
This will give a push to all the Power Sector companies like Reliance Energy Ltd (Reliance Infrastructure Ltd), CESC Ltd, PFC, Power Grid Corporation Ltd. This is a great news for the Power Sector.

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