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SUMANSPEAKS June 23, 2026 SumanSpeaks Independent Capital Markets Intelligence · Estd 2006 Legal Intelligence · EPC Sector The Court That Keeps Giving SEPC Ltd (₹6.82) Another Chance to Breathe From a ₹195 crore Singapore arbitration decree to a ₹2 crore salary lifeline — how the Madras High Court became the most interesting character in SEPC's ongoing legal saga, and why the retail investor is watching the wrong plot entirely Indian markets love to price fear. And when a company simultaneously carries a Singapore arbitration award, a CRISIL D rating, and a Madras High Court order on its file, the average retail investor does not pause to read the fine print. He sells first, panic-tweets second, and asks questions never. SEPC Limited (BSE: 513446) has been living in this particular purgatory for over three years — down on bad days, overlooked on good ones, and relent...
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W S Industries Ltd
BSE Code: 504220
CMP:Rs.54.95
[This newsletter has been sent to the Paid Groups in the Morning]
Please be informed that some good news is offing from W S Industries Ltd (BSE Code-->504220), within a very short time and hence try to buy this stock which is currently ruling near its 52-week low price of Rs.46, made in July, 2008. The stock is currently above its strong support of Rs.54.90 and Bollinger bands after a long time is in buy mode and so is MACD.
W S Industries Ltd is a play on significant investments planned in the power sector by government of India in the next 5 years time frame.
Incorporated in 1961, WS Industries Ltd. (WSIL) is a leading manufacturer of high voltage electro-porcelain transmission insulators and sub-station insulators. Insulators being non-conductors are basically protective tools, which subdue the current and are used in transmission and distribution (T&D) of electric power.
Ranging from 220 KV to 1200 KV, the company produces only high-end insulators in various types such as suspension insulators, pin insulators, solid core insulators, hollow porcelain insulators, shackle & stay insulators etc.
Besides, it also deals in other products like dropout fuses, isolators, lightning arresters, coupling capacitors, capacity voltage transformers, instrument transformers, line traps and reactors.
Of late, the company has also ventured into turnkey project execution i.e. designing, execution and construction of insulators and transmission lines below 220 KV. Currently, WSIL derives 15% revenue from this segment while the balance 85% comes from the sale of insulators.
W S Industries Ltd (WSIL) has an installed capacity to manufacture 16000 tonnes of insulators with 8000 tonnes for substation insulators and the balance 8000 tonnes for transmission insulators.
Power Grid Corporation, NTPC, State Electricity Boards are among its domestic customers whereas ABB, Siemens, Areva etc. are a few of its international clients. Siemens and Areva TD will get benefits from the Indo-US nuclear deal and hence W S Industries Ltd could get indirect benefit from this nuclear deal.
Incidentally, WSIL had around 14 acres of surplus land, which it transferred to its subsidiary, WS Electric, which in turn is developing that property into a 16 lakh sq. ft. IT park through a joint venture. Phase I of 3 lakh sq. ft. is expected to be completed in this fiscal from which WSIL may start earning a lease/rental income of around Rs.3 cr. per year. The balance three phases will get completed in the next four years. Given the huge expansion and modernisation in the power sector, WSIL's core business is witnessing one the best times in its history.
Almost after a decade, the company has returned to the dividend list by declaring 5% interim dividend for FY08.
To fund its higher working capital requirement, the company is planning to make a preferential allotment of 9.25 lakh warrants to the promoters at Rs.107 per warrant. Yesterday SEBI took some landmark decisions regarding fund raising activities and this could have direct bearing on the fund raising plans of W S Industries Ltd, which till the other day looked a little dicy, due to prevailing bad market conditions.
Due to that good news which is coming soon, W S Industries Ltd is expected to clock a turnover of at least Rs.300 Cr and a profit of Rs.22 Cr in FY09, which could take its EPS to above Rs.10. Hence we could safely bet for a price target of Rs.120 for the scrip in the next 18 months time frame.
The scrip has got a support at Rs.54.90 is expected to move up slowly from here due to that good news. Besides a new Company Secretary has joined the organisation to stream line the operations of the Company.
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