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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 200 6 Turnaround Watch · EPC SEPC Ltd (₹6.54): From Stressed Asset to Strategic Platform Debt down from a peak of ₹907 crore to ₹351 crore. Two SAIL orders worth ₹1,527.89 crore landed inside eight weeks. A Dubai-headquartered promoter that bailed the company out of an RBI stressed-asset restructuring is now backing an ADNOC-linked entry into the Middle East. This is what a real turnaround looks like when you actually read the balance sheet instead of the ticker. 1 The Arc: From a ₹300 IPO to a Stressed Asset to a Rescue SEPC Ltd listed in February 2008 as Shriram EPC, priced at ₹300 a share, raising ₹150 crore under the Shriram Group — one of India's most recognised financial-services names, then led by T Shivaraman...
Important
1. Buy Sure Shot: MBL Infrastructure Ltd at Rs.106.55, T: Rs.125 -- 132, SL: Rs.97.

2. Short term traders can book some profits in Jai Corp Ltd (Rs.74.80).

3. Increase your holding in RCom (Rs.47.35) for a Short term target of Rs.54.

4. The infrastructure sector should do well post monsoon -- so remain heavy.

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