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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...

Sensex at 16, 000 or 22, 000?? Does it matter...??
Dear Reader,

Sensex at 16,000 or for that matter 22,000 means nothing to us... You see all that we focus on is identifying blue chips that are available for dirt cheap. 

Because that’s the only proven way we know of that could help build long term wealth. 

Warm regards, 

Rahul Goel 
CEO,
Equitymaster.com.

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