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a valuation that SEPC says stands at ₹10 per share against a market price of ₹4.76, and seven Jharkhand agreements rescinded: where the SEPC story stands as of 26 October 2026.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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Today's Call
1. Those who are still holding the shares of Reliance Defense and  Engineering Ltd, can
continue to add on declines. The scrip is entering the F&O segment, which is expected to give it the required bounce.
Reliance Infrastructure estimates Indian defence business opportunities at Rs.15 trillion over a 15-year period and offset export opportunity at Rs.77,000 crore.

 Ambani’s entry into the defence business started with its acquisition of Gujarat-based Pipavav Shipyard about two years ago The Pipavav Shipyard has now been renamed Reliance Defence and Engineering Ltd.
In February, Reliance Infrastructure formed a strategic partnership with Dassault Aviation to form a joint venture, Dassault Reliance Aerospace Ltd, to execute offset contracts worth up to Rs.30,000 crore, the firm said. India had signed an agreement with France to buy 36 Rafale fighter jets from Dassault Aviation.
Moreover, as long as it is above Rs.61.65, there should not be much problem for the bulls. The short term targets of Rs.71-72, are still intact.

2. If IVRCL Ltd (Rs.4.95) does not close above Rs.5 today, then exit the counter, as there could be some problem with the company which, perhaps the market knows.

3. Accumulate the shares of Gammon India Ltd (Rs.10.10) as the company is on the path to recovery, as is evident from the last quarter results.

4. Those who are holding the shares of Tata Motors Ltd (Rs.473.80) can continue to add on declines. Many brokerage houses are bullish on the scrip.

5. Rolta India Ltd is giving opportunities for medium to long term investors for big gains. Accumulate at Rs.58.20, for targets of Rs.97-103.

 5. Making money from the market on consistent basis, has become very difficult since last 9-10 months, especially after demonetisation; even for experts. Therefore, if you are a new comer, always consult veterans in this game. Whether, you follow their suggestions or not is a different issue, but at least please do take time to hear the voices of experts in complex trades.

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