Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Turning Point

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Rupee Watch | Small-Cap Research Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Turning Point SEPC has cleared restrictions on about ₹154 crore of receivables, won a Jharkhand stay and signed a ₹854.57 crore SAIL-IISCO contract, yet trades at ₹4.95 against a ₹9.87 NAV-based valuation. The RBI, meanwhile, is reportedly weighing a ₹50 lakh remittance sub-limit alongside tax relief to attract inflows. India's markets are asking two very different questions. The first is macro: is pressure on the rupee pushing the RBI toward tighter limits on overseas remittances? The second is company-specific: can SEPC Ltd (₹4.95), trading at about half the ₹9.87 NAV-based valuation in its July report, close that gap? One concerns national economic policy. The other concerns corporate execution and shareholder value. Both deserve examination on their own merits, and both reward ...
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Voltas Ltd: An Explosive Chart
Emkay Global Financial Services Ltd maintains a positive bias on Voltas Ltd in view of strong ROCE (+25%), net cash surplus status and strong balance sheet – relative to peer-set. Voltas Ltd has completed the second techno-commercial audit of the project. It indicated provisioning already taken on the project as adequate after considering further upward revision in costs alongside negotiations for variations with the customer The brokerage house has advised the clients to Accumulate with price target of Rs121. The current market price of the scrip is Rs.107.20.

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