SUMANSPEAKS June 23, 2026 SumanSpeaks Independent Capital Markets Intelligence · Estd 2006 Legal Intelligence · EPC Sector The Court That Keeps Giving SEPC Ltd (₹6.82) Another Chance to Breathe From a ₹195 crore Singapore arbitration decree to a ₹2 crore salary lifeline — how the Madras High Court became the most interesting character in SEPC's ongoing legal saga, and why the retail investor is watching the wrong plot entirely Indian markets love to price fear. And when a company simultaneously carries a Singapore arbitration award, a CRISIL D rating, and a Madras High Court order on its file, the average retail investor does not pause to read the fine print. He sells first, panic-tweets second, and asks questions never. SEPC Limited (BSE: 513446) has been living in this particular purgatory for over three years — down on bad days, overlooked on good ones, and relent...
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Market Mantra Buy FCS Software Solutions Ltd (Rs.3.85). T: Rs.7, SL: Rs.3.30. Financials : Net Sales of the company came at Rs.9.60 crore in March 2024 up 15.79% from Rs.8.29 crore in March 2023. Quarterly Net Loss stood at Rs. 1.13 crore in March 2024 Vs Rs.0.13 crore in March 2023. However, EBITDA stood at Rs.10.74 crore in March 2024 up 445.18% from Rs.1.97 crore in March 2023. #Book profit in Paytm Ltd (Rs.391). We can again enter later. However, the long term investors can put a SL at Rs.377. #Debock Industries Ltd (Rs.8) was scheduled to declare March quarter results on 30 May, 2024. But according to my sources, it will probably be declared after 4 June, 2024. Additionally, according to my close sources though the company at present is not facing any financial bottleneck and is doing well, but the falling promoter holding from 34.15% in December, 2023 quarter to 9.41% in March, 2024 quarter do raise some concerns. However, there's some silver lining in the cloud which I...
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Paytm Ltd: Looks good: You can take a look at the shares of Paytm Ltd (One 97 Communications) which is looking attractive at the CMP of Rs.357.90. You can initiate a buy at the CMP for, T: Rs.427/Rs.478, SL: Rs.317. The company is expected to cut down its employee cost substantially. The parent company of the fintech giant Paytm (One97 Communications), is reportedly considering trimming employee costs -- cutting around 15-20% of its workforce in the current fiscal year. Paytm has initiated an employee cost-saving plan of Rs.400-500 Cr, potentially resulting in a workforce reduction ranging from 5,000 to 6,300, according to a Financial Express report. The company has forecast Q1 revenue at ₹1,500-1,600 crore and is confident of "seeing meaningful improvement starting from Q2FY 2025" from restarting certain paused products and achieving steady growth in operating metrics. Like ZEEL, Paytm is also in the midst of a restructuring and has seen several top-level exits and layoffs i...
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Winning Strokes: Think Different Though many of my ardent blog readers have been requesting me to update my blog, unfortunately I was not getting the required time to do the same. Today, I thought I would do it by hook and crook. Anyway, the Indian stock markets witnessed yet another remarkable week, culminating on May 24. The primary indices reached unprecedented peaks, propelled by a 2% surge buoyed by boosted by select index heavyweights. This upward momentum was fueled by robust March quarter earnings in crucial sectors, coinciding with the impending Lok Sabha election results slated for June 4. Additionally, the market found support from further easing in FII selling, consistent DII buying, RBI's substantial dividend payout, and healthy domestic macro data (including record surge in exports, and employment at a 18-year high in May). Experts anticipate a buoyant atmosphere to continue, albeit coupled with significant volatility, as the market navigates through the...
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