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a valuation that SEPC says stands at ₹10 per share against a market price of ₹4.76, and seven Jharkhand agreements rescinded: where the SEPC story stands as of 26 October 2026.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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Unitech Ltd: Few Points
1. The Gurugram-based real estate developer Unitech Ltd (Rs.6.40) which has been reeling under severe debt is seeking to sell six unencumbered land parcels to repay the deposits, as per a report published in Mint. 
2. The company will be one of the biggest beneficiaries of RERA, as the act is likely to weed out fly by night operator - it is a serious developer.
3. Unitech has a debt of Rs.6,733 crore and also owes Rs.7,800 crore to 16,300 home buyers across 61 projects. This is much less than DLF Ltd, whose share price is trading above Rs.175. 
4. The company has huge land bank, some of them in prime locations.
5. The company's MD is likely to get bail by 30 October, 2017. 
6. The season of Real Estate sector has begun and we could see the stock touch Rs.9, once again. 

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