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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 200 6 Turnaround Watch · EPC SEPC Ltd (₹6.54): From Stressed Asset to Strategic Platform Debt down from a peak of ₹907 crore to ₹351 crore. Two SAIL orders worth ₹1,527.89 crore landed inside eight weeks. A Dubai-headquartered promoter that bailed the company out of an RBI stressed-asset restructuring is now backing an ADNOC-linked entry into the Middle East. This is what a real turnaround looks like when you actually read the balance sheet instead of the ticker. 1 The Arc: From a ₹300 IPO to a Stressed Asset to a Rescue SEPC Ltd listed in February 2008 as Shriram EPC, priced at ₹300 a share, raising ₹150 crore under the Shriram Group — one of India's most recognised financial-services names, then led by T Shivaraman...
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 Today's Call 

Buy the shares of Indowind Energy Ltd (Rs.26.20) near the CMP for targets of Rs.32/35. SL: Rs.24.

The production suffered a bit in the last quarter due to the wind season starting late by a month (for the current year). This aberration is expected to get optimised in the current quarter. 

Furthermore, the power tariff in Tamil Nadu was increased w.e.f 1st July 2024 by TANGEDCO. The resultant revenue benefit will be available from this (June - September) quarter. Hence, we might get to see a sharp uptick in both top and bottomlines from Q2FY25, onwards.

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