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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...
Infosy Technologies Ltd delivers: To set the tune in the markets:
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Technology major Infosys Technologies has reported 2.7 per cent rise in net profit after tax at Rs. 1,582 crore for the quarter ended December 31, 2009, way ahead of street expectations.  Income stood at Rs. 5,741 crore for the quarter ended December 31, 2009 translating to QoQ growth of 2.8 per cent. Earnings per share decreased to Rs. 27.75 from Rs. 28.66 in the corresponding quarter of the previous year indicating sequential growth of 3.3%.
On a standalone basis, the company posted 2.29 per cent rise in net profit to Rs 1471 crore for the quarter ended Dec 31, 2009 as against Rs 1438 crore in the sequential period, way ahead of analyst expectations.
Net sales was reported at Rs 5335 crore for the Dec quarter compared with Rs. 5201 crore in the previous quarter.
Income is expected to be in the range of Rs. 5,675 crore and Rs. 5,721 crore in the March quarter translating to a YoY growth of 0.7% to 1.5%.  Earnings per share is expected to be in the range of Rs. 25.62 and Rs.25.83; YoY decline of 9.0% to 8.3% For the fiscal year, income is expected to be in the range of Rs. 22,473 crore and Rs. 22,519 crore; YoY growth of 3.6% to 3.8%. Earnings per share is expected to be in the range of Rs. 106.85 and Rs. 107.06; YoY growth of 2.2% to 2.4% .

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