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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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Bank Nifty is now ready for a take-off
State Bank of India, the nation’s largest lender, will receive $1.6 billion from the government in an infusion of capital, ending a two-year wait for funds even as slowing economic growth fueled bad loans. The stock was repeatedly recommended in this blog if you could remember. Even Allahabad Bank Ltd which came out with good set of numbers for Q3FY11, was also recommended repeatedly in this blog.

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