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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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Vodafone Idea Ltd: Targets after Tariff Hikes.

CMP: Rs.13.35.

After the recent tariff hike by telecom companies in India, several brokerage houses revised their price targets for Vodafone Idea Ltd, reflecting a more optimistic outlook due to expected revenue growth. Here are some of the updated targets:

💢ICICI Securities: Rs. 13, maintaining this target due to expectations of improved EBITDA in FY25-27 and increased investments in network infrastructure.

💢Motilal Oswal: Rs. 15, following the company's focus on addressing its funding gap and network expansion.

💢Citi: Rs. 22, maintaining a relatively optimistic view on Vodafone Idea’s ability to grow with tariff hikes.

💢Deutsche Bank: Rs. 1.50, reflecting a more conservative outlook amid concerns over competition.

💢Emkay Global: Rs. 14, citing the potential for improved cash flow and debt reduction.

💢Kotak Securities: Rs. 12, expressing a moderate stance on revenue improvement post-hike.

💢JP Morgan: Rs. 16, highlighting better ARPU and debt reduction prospects.

💢HDFC Securities: Rs. 13, viewing the tariff hikes as a lifeline for financial recovery.

💢Jefferies: Rs. 15, anticipating that network improvements could help Vodafone Idea regain market share.

💢Morgan Stanley: Rs. 14, citing increased competition but improved financials post-tariff hikes.

These targets indicate that many analysts are cautiously optimistic about Vodafone Idea's recovery, especially with the potential for revenue improvement from the tariff hikes. Photo: iStock

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