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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Judiciary & Infrastructure SEPC Ltd: The Question the Madras High Court Hasn't Asked Yet A ₹154.63 crore attachment. A 'D' rating. A ₹521.46 crore contract gone. Three events, viewed separately, tell one story. Viewed together, they raise a question the Madras High Court has yet to confront: is SEPC (₹6.21) losing business because of commercial weakness—or because the execution process itself is steadily stripping away the credibility needed to win new contracts? The record before the Court reveals an uncomfortable sequence of events. In February 2026, the Madras High Court attached ₹154.63 crore of SEPC's trade receivables to enforce a decade-old foreign arbitral award. Within weeks, CRISIL and Infomerics downgraded the company's bank facilities to the 'D' category, with CRISIL expressly citing overdrawals and de...

 Tit - bits

The Indian bourses closed on a positive note on last Friday.  The BSE Sensex closed at 40,685.50 up 127.01 points (+0.31%), while the Nifty settled at 11,930.35 up 33.90 points (+0.28%). However, the Nifty is likely to face resistance around 12000/12150 ranges. Hence, the Nifty traders should shape their trades accordingly. 

#The scrip of V2 Retail Ltd (Rs.49.95) moved to Rs.50.30 on last Friday. We can look for the completion of targets this week, as festive buying is likely to push up its top and bottomlines. 

#The scrip of Deewan Housing Finance Ltd (Rs.16.65) on last Friday, rallied to Rs.18.35 on the news that  its promoter Kapil Wadhawan had offered his personal property worth Rs.43,000 crore (his claim) as mortgage, against the loans taken by the company. But I don't see much merit in this statement. 

#The scrip of Reliance Power Ltd (Rs.3.30) hit the UC on last Friday, after the company came out with 2 - fold increase in net profit on consolidated basis. However, with debt of around Rs.23,000 crore, I would stay away from the counter. 

#Buy the shares of Ashoka Buildcon Ltd (Rs.63.45) for short term targets of Rs.72/75. The company has an order book of Rs.10,000 crore.

After,  prolonged lull, the real estate sector is likely to move up in the short term, post monsoon and on the eve of Deepawali.

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