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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Legal Catalyst Watch · Equity Update SEPC Ltd (₹5.23): Q1FY27 Total Income Up 40%, Madras HC Verdict Awaited Total income touched ₹282 crore in Q1 FY27, the order book stands at ₹10,670 crore, and the long-running Twarit litigation at the Madras High Court has now moved past clarifications to the "For Pronouncing Orders" stage — with the next posting listed for 21st September 2026. SEPC Limited has had two separate pieces of news land close together this quarter. One is financial — a results release showing strong topline growth alongside a margin dip. The other is legal — and it is the one our readers have been asking about for months. This report brings both together, without repeating what we already covered in detail. 1 Q1FY27: The Growth Number Behind The Headline SEPC's consolidate...
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Market Mantra
Southern Onlie Bio Tech hits the BUYER FREEZE before cooling down. One should accumulating from here. CMP; Rs.4.55.
Buy  J P Associates at Rs.86--86.20, T--Rs.91, SL--Rs.85. Following RBI Policy one shoud buy all the rate sensitives. Subbarao has cut the repo rate, the rate at which RBI lends to banks by 25 basis points to 7.75% as markets expected. A bonus 25 basis points cut in cash reserve ratio cut at 4% that will release Rs 18,000 crores into the system. A basis point is 0.01 percentage point. Gross Domestic Product growth for the fiscal has been reduced to 5.5%, from 5.8%. Inflation as measured by the Wholesale Price Index may fall to 6.8%, from earlier forecast 7.5%.
Buy Nifty futures at 6066 (spot), T---6090, SL--6040 (spot)......The marke is now buy on dips.

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