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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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~:Result Update: Tips Industries Ltd:~
BSE Code: 532375
CMP: Rs.30
Performance: Multi-bagger
Tips Industries operates in two segments--audio/video products and film distribution rights/production. Tips Industries Ltd has already produced 'Footpath', 'Ishq Vishk' and 'Fida' in the last few of years. It owns two factories which use internationally recognized, state of the art machines specially imported from Italy and Denmark, such as Otari, Lyrec and Tapematics. These factories incorporate digital bin mastering facilities, work on just-in-time inventory management system and use in-house logistics facilities to deliver more than 1,50,000 cassettes per day to the Indian market.
Net profit of Tips Industries Ltd rose 118.83% to Rs.4.88 crore in the quarter ended September 2011 (Q2FY12) as against Rs.2.23 crore during the previous quarter ended September 2010. Sales rose to Rs.16.17 crore in the quarter ended September 2011 as against Rs.11.87 crore during the previous quarter ended September 2010. The EPS of the company for Q2FY12 rose to Rs.3.06 as against Rs.1.34 in the same period previous year. The operating margin increased to 50.38% in Q2FY12,  as against 36.55% in the same period previous year. The net profit margin increased to 30.50% in Q2FY12 as against 19.29% in the same period previous year. This is on a very small equity of Rs.15.96  Cr. In FY12, the company could come up with a Net Sales of Rs.50 Cr and Net Profit of Rs.15 Cr. This naturally gives a target of Rs.70-80 for the scrip in the next 12 months time frame. Buy and Keep holding the scrip.

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