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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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Another letter from a long term well-wisher....This time it is Dishan Kamdar, from ISB (Indian School of Business), Hyderabad. My sincere thanks to all my well-wishers, friends, fans, etc, for standing by me through thick and thin....!!

Dear Suman,

I have been following your blog.
Just wanted to say that truth will soon suffice. Pls don’t work yourself up with these sorts of auxiliary issues. Sending you my support and strength.

With best wishes,

Dishan

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