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a valuation that SEPC says stands at ₹10 per share against a market price of ₹4.76, and seven Jharkhand agreements rescinded: where the SEPC story stands as of 26 October 2026.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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 WINNING STROKES: THINK DIFFERENT
Gammon Infrastructure Ltd closed at Rs.3.35, up 1.52%, after yesterday whirlwind rally in the counter. The government on Tuesday, 24 October 2017, approved to develop approximately 83,677 km of roads at an investment of Rs.6.92 lakh crore by 2022. The highway construction programme is aimed at pushing economic activity and generating at least 14.20 crore man-days across the country over the next five years. Most of the infrastructure stocks are expected to do well in the short to medium term.

HDIL today touched Rs.59.95, before closing at Rs.59.10. The stock if you remember was recommended around Rs.52. The housing stocks are likely to move up in the coming days, as some green shoots are seen in Real Estate sector. There were media reports that investment in India's six major cities doubled to $2.87 billion in the year ended June 2017 as Mumbai attracted maximum capital and was ranked 81st globally, according to Cushman & Wakefield report on the real estate sector.

Unitech Ltd, another major real estate player, today touched Rs.7, before closing at Rs.6.70. The country's current economic position and political stability have been instrumental in creating better investment environment, the Cushman & Wakefield report said, adding that the positive changes in the legislative environment has ensured that the invested capital is safeguarded.

Simplex Projects Ltd recommended several times around Rs.37-38, hit another buyer freeze today at Rs.63.60. The stock has touched all my recommended price points and is perhaps heading toward Rs.71-72 mark.

I shall be recommending another Super Premium Scrip on next Monday. Those who want to get the name on Monday Morning, can either enroll in my Premium Service or can join my associated brokerage house with a minimum portfolio size of Rs.1 lakhs by this Saturday.

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Bancroft said…
Its really great post I have some important information on your blog its very helpful for me.
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