SEPC Ltd (₹4.76): A ₹10,000 Crore Order Book, a ₹10 Valuation Marker and the Jharkhand Setback in Perspective

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Stock Analysis | Engineering & Construction SEPC Ltd (₹4.76): A ₹10,000 Crore Order Book, a ₹10 Valuation Marker and the Jharkhand Setback in Perspective A ₹854.57 crore SAIL-IISCO contract signed, a valuation that SEPC says stands at ₹10 per share against a market price of ₹4.76, and seven Jharkhand agreements rescinded: where the SEPC story stands as of 26 October 2026. SEPC Ltd (₹4.76 at the time of writing) has packed more news into a few weeks than most small-cap EPC companies manage in a year. A ₹854.57 crore contract was formally signed at the SAIL-IISCO Steel Plant in Burnpur. The consolidated order book has crossed ₹10,000 crore. And the company has told the exchanges that its valuation for the proposed preferential issue stands at ₹10 per share, roughly double where the stock trades. Interestingly, the same stretch also brought the other side of the ledger. SEPC received notices o...
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 Housing Development and Infrastructure Ltd: Buy
CMP: Rs.66.40
The shares of Housing Development and Infrastructure (HDIL), the Mumbai-based property developer have a book value of Rs.248.81, while it has a market cap of only Rs.2,805.23 Cr. The company’s current debt on a consolidated basis stands at Rs.3,400 crore, whihc is getting regularly serviced. 

 Moreover, the HDIL has recently re-launched its Kurla project called Premier Exotica at Kurla West. Aimed at providing spacious homes and superior amenities, Premier Exotica boasts of a clubhouse, gymnasium, kids play area and landscaped gardens, to name a few. The company claims it has all necessary approvals in place from various authorities and is in advanced stage of construction. The company plans to give possession of the apartments by June 2015. It has also re-launched its fixed rate home loan product under which customers can avail home loans at a fixed interest rate for two to 10 years.

The P/E of the company is 9.54 against the industry P/E of 28.51. A decent P/E re-rating of 20, can take the scrip to above Rs.120, in the next 2-3 months time frame. A strong BUY is recommended. 

P.N:  I am  not keeping well since the last few days due various ailments including a possible, "Food Poisoning" and hence this blog might not get updated on regular basis. Please bear with me, till I get fully well. 

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