SUMANSPEAKS June 23, 2026 SumanSpeaks Independent Capital Markets Intelligence · Estd 2006 Legal Intelligence · EPC Sector The Court That Keeps Giving SEPC Ltd (₹6.82) Another Chance to Breathe From a ₹195 crore Singapore arbitration decree to a ₹2 crore salary lifeline — how the Madras High Court became the most interesting character in SEPC's ongoing legal saga, and why the retail investor is watching the wrong plot entirely Indian markets love to price fear. And when a company simultaneously carries a Singapore arbitration award, a CRISIL D rating, and a Madras High Court order on its file, the average retail investor does not pause to read the fine print. He sells first, panic-tweets second, and asks questions never. SEPC Limited (BSE: 513446) has been living in this particular purgatory for over three years — down on bad days, overlooked on good ones, and relent...
- Get link
- X
- Other Apps
By
Sumon Mukhopadhyay
-
Adani Enterprises Ltd
CMP: Rs.75.50
The Adani Group has grown to become a global integrated infrastructure player with businesses in key industry verticals - resources, logistics and energy. The integrated model is well adapted to the infrastructure challenges of the emerging economies.
The company said that its coal business, ports and power businesses continue to scale up steadily. Further, improved utilization of operational capacity has resulted in robust overall performance.
Key Statistics:
Face Value of the shares: Re.1
Book Value of the shares: Rs.121.98
Enterprise Value (22-Aug-2016): Rs.269.37 billion (Rs.26,937 Cr) as against a market cap of only Rs.8309.07 Cr
P/E: 8.11 against the industry P/E of 18.96
EPS: Rs.9.32
Dividend: 40%
52-week low/high: Rs.58.45/Rs.101.90
Adani Enterprises Ltd, the flagship company of Adani group, reported a flat consolidated net profit of Rs.363.71 crore for the quarter ended June 30, 2016.
The company had posted a consolidated net profit after taxes, minority interest and share of profit of joint ventures and associates of Rs.363.57 crore in the year-ago period.
Net sales in April-June quarter were also almost flat at Rs 8,884.74 crore as against Rs 8,828.81 crore in corresponding period of FY16. The total expenses during the quarter was at Rs 8,468.68 crore, over Rs 8,393.11 crore in the year-ago period.
"Adani Enterprises continue to focus on the sectors of national interest through presence in critical and often under penetrated spaces. The investment climate in the country is building up and the intent of Government to pursue economic reforms is clearly visible. We remain committed to our investment plans in Renewables and domestic Mining sectors as they align with national priorities," Adani Group Chairman Gautam Adani said. Ameet Desai, CFO Adani Group and Executive Director, Adani Enterprises, said, "We maintained our earnings growth trajectory during this quarter. This is testimony of intrinsic strength of our business portfolio."
The government spending on infrastructure and other development projects, well progressing monsoon and pay revisions shall drive an uptick in the investment cycle and energy demand leading to our improved performance, Desai said.
"In Q1FY17, Coal Mining volume grew by 122 percent to 2.1 MMT (Million Metric Tonnes) and in Q1FY17, City Gas Distribution volume is 97 MMSCM," the statement said. Adani group is one of India's leading business houses with revenue of over USD 10 billion.
Adani Enterprises Ltd, recently incorporated a subsidiary, Korba Clean Coal Pvt Ltd for carrying on the business of coal washing.
There were also news reports that the Queensland Federal Court said there were no grounds for a judicial review of the decision to grant the mining lease to the MNC.
Buy the shares of the company at Rs.75.50 for a short term target of Rs.83-85. The stock is above its 150D SMA. If it is able to clear the resistance around Rs.79-80, then we can look for ward for targets of Rs.87-91.
Moreover, at present the major indices are going to remain flat, but action will be seen in the beaten down counters. Therefore, don't look at the indices for your buy and sell decision.
Face Value of the shares: Re.1
Book Value of the shares: Rs.121.98
Enterprise Value (22-Aug-2016): Rs.269.37 billion (Rs.26,937 Cr) as against a market cap of only Rs.8309.07 Cr
P/E: 8.11 against the industry P/E of 18.96
EPS: Rs.9.32
Dividend: 40%
52-week low/high: Rs.58.45/Rs.101.90
Adani Enterprises Ltd, the flagship company of Adani group, reported a flat consolidated net profit of Rs.363.71 crore for the quarter ended June 30, 2016.
The company had posted a consolidated net profit after taxes, minority interest and share of profit of joint ventures and associates of Rs.363.57 crore in the year-ago period.
Net sales in April-June quarter were also almost flat at Rs 8,884.74 crore as against Rs 8,828.81 crore in corresponding period of FY16. The total expenses during the quarter was at Rs 8,468.68 crore, over Rs 8,393.11 crore in the year-ago period.
"Adani Enterprises continue to focus on the sectors of national interest through presence in critical and often under penetrated spaces. The investment climate in the country is building up and the intent of Government to pursue economic reforms is clearly visible. We remain committed to our investment plans in Renewables and domestic Mining sectors as they align with national priorities," Adani Group Chairman Gautam Adani said. Ameet Desai, CFO Adani Group and Executive Director, Adani Enterprises, said, "We maintained our earnings growth trajectory during this quarter. This is testimony of intrinsic strength of our business portfolio."
The government spending on infrastructure and other development projects, well progressing monsoon and pay revisions shall drive an uptick in the investment cycle and energy demand leading to our improved performance, Desai said.
"In Q1FY17, Coal Mining volume grew by 122 percent to 2.1 MMT (Million Metric Tonnes) and in Q1FY17, City Gas Distribution volume is 97 MMSCM," the statement said. Adani group is one of India's leading business houses with revenue of over USD 10 billion.
Adani Enterprises Ltd, recently incorporated a subsidiary, Korba Clean Coal Pvt Ltd for carrying on the business of coal washing.
There were also news reports that the Queensland Federal Court said there were no grounds for a judicial review of the decision to grant the mining lease to the MNC.
Buy the shares of the company at Rs.75.50 for a short term target of Rs.83-85. The stock is above its 150D SMA. If it is able to clear the resistance around Rs.79-80, then we can look for ward for targets of Rs.87-91.
Moreover, at present the major indices are going to remain flat, but action will be seen in the beaten down counters. Therefore, don't look at the indices for your buy and sell decision.
Popular posts from this blog
By
Sumon Mukhopadhyay
-
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game. A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
By
Unknown
-
WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
By
Sumon Mukhopadhyay
-
Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation. With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals: 🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and 🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 . To reinforce this recovery, the company has proposed a ...

Comments