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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Kavveri Telecom Ltd: An Old Research Report
Kavveri, founded by Mr. Shivkumar Reddy in the year 1996, is mainly into design, development and marketing of Rf products and antennas. The company has in-house research and development facility driven by 60 member core R&D team. Its key manufacturing facility is located in Bangalore, India. During FY12, the company also started contract manufacturing activity which has helped in its export sales growth. During last six years, Kavveri has acquired five companies in order to broad base its product portfolio and expand its geographical reach. The company has also ventured into the In-Building Solution business in September 2008, through its 51% owned subsidiary, KTIL. This is a capital intensive business model requiring significant upfront expenditure by KTIL on infrastructure development.

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