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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: THINK DIFFERENT:
My recommended Power Grid Corporation Ltd moved to Rs.104.30 before cooling down a  bit. In another move Reliance Power emerged as the front runner among the six short listed entities for a tender floated  by Uttar Pradesh Power Corporation to buy 3000 MW of power for 25 years, the scrip moved to Rs.112.50, after it was recommended.
The infrastructure sector should be happy with the budget. Tomorrow we could see some fireworks in some of the scrips in the sector.....almost half of the budgetary allocations have been directly or indirectly directed towards infrastructure spending.



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