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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Business Transformation SEPC Ltd: The Market Sees an Order. It's Missing a Revolution. It's a Business Model Coup. Mining now makes up 41% of SEPC's standalone order book. A zero-cash acquisition is opening the door to ADNOC-grade oil & gas consultancy in the Middle East. Individually, these look like two good pieces of news. Put together, they describe a company quietly rebuilding what it actually is. Markets often react to the size of an order. They rarely ask whether that order signals a transformation in the business itself. SEPC's ₹3,300 crore Rampur Batura coal mining contract looked, at first glance, like another healthy addition to an already-growing order book. Read differently, it looks like something more interesting: an early marker of SEPC Ltd (...
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DO YOU KNOW?
The face value of the shares of the Gems and Jewelry company, Rajesh Exports Ltd is Re.1 (one) and the share is being traded at a whooping price of Rs.636.85, which means for Rs.10, FV, the share should trade at Rs.6368.5. 

In comparison Gitanjali Gems Ltd has a face value of Rs.10 and is now trading at Rs.39. Moreover, the P/E of Gitanjali Gems Ltd (Rs.39) is only 14.26 as compared to 60.38 of Rajesh Exports Ltd. The industry P/E is meanwhile is placed at 35.84. 

This means that, even if Gitanjali Gems Ltd gets a decent P/E of 20, then the share price should cross Rs.50, in the short term. Therefore, investing in Gitanjali Gems Ltd even at the current price of Rs.39, looks more appropriate and risk free than investing in the shares of Rajesh Exports Ltd. 

 However, on the flip side, Rajesh Exports Limited (REL) is a ZERO DEBT COMPANY company which over the years, has grown to be the largest gold jewellery manufacturing company in the world. The company has set up the world’s largest gold jewellery manufacturing facility at White Field, Bangalore, with a capacity to process 250 tons of gold into world’s finest Jewellery. 

 Totally REL has a capacity to manufacture 350 tons of gold products. The facility is spread over 12 acres of land with a built up area of 500000 sqft. REL is also the lowest cost gold Jewellery manufacturing company in the world. 

 The company has recently acquired 100% stake in Valcambi, the world’s largest gold refinery with headquarters at Switzerland. With this acquisition the company has emerged as the single largest constituent of the global gold business. REL is the only company in the world with a presence across the complete value chain of gold from Refining, Manufacturing, Wholesale, Export and Retail of gold products. 

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