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a valuation that SEPC says stands at ₹10 per share against a market price of ₹4.76, and seven Jharkhand agreements rescinded: where the SEPC story stands as of 26 October 2026.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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Market Pulse
1. My Recommended Jai Balaji Industries Ltd at around Rs.11-12, hit the buyer freeze today at Rs.14.10. I mentioned several times earlier in this blog, that the steel counters are likely to do well in the coming days, as the Indian economy slowly recovers from the twin shocks of demonetization and implementation of the GST without proper framework in place. 

2. Unitech Ltd (Rs.6.40) and HDIL (Rs.55), will be  one of the biggest beneficiaries of RERA, as the  law is likely to weed out fly by night operators. This week, HDIL might take an attempt to cross the resistance zone of Rs.67-67.50 -- keep watch.

3. The stock of Reliance Communications Ltd (Rs.17.65), should slowly move towards the natural targets of Rs.21-22, and if it closes above Rs.22.5, then we can again look for targets of Rs.25-27. According to a report in Financial Express, RCom-Sistema Shyam promises Rs.700 crore extra income and 2 million new users for Anil Ambani's telcom venture.

4. There is no stopping of the shares of Shilpi Cable Technologies Ltd, as it hit another buyer freeze today. The stock has been in the Buyer Freeze, since it was recommended around Rs.17. But I feel, the traders should book some profits in the counter, if it comes out of the UC.

 5. One special call, for the regular visitors of my blog: Buy Gitanjali Gems Ltd at around Rs.67, for short term targets of Rs.71-72. Very recently, government of India withdrew an order that brought the Jewelry sector under anti money-laundering legislation. Jewelers were included in the Prevention of Money-Laundering Act in August, increasing compliance requirements. Buyers have been shying away from making purchases as they had to provide their income tax identity for transactions above Rs.50,000 ($766), hindering high-value deals. This has started to have positive effects on the bottomlines of the Jewelry companies. 


5. Today's Buy calls from my associated brokerage house BMA Wealth Creators Ltd:
i) Buy IRB Infrastructure Ltd at around Rs.213, SL: Rs.210, T: Rs.217-219 on T+1 basis.
ii)  Positional Trade: Buy STRTECH around Rs.266, SL below Rs.250, T: Rs.294.

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