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a valuation that SEPC says stands at ₹10 per share against a market price of ₹4.76, and seven Jharkhand agreements rescinded: where the SEPC story stands as of 26 October 2026.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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Ujjivan Small Finance Bank Ltd: Buy

CMP: Rs.40.15

The microfinance industry in India has witnessed strong growth, with a compound annual growth rate (CAGR) of 17% over FY20-24.

Notably, the industry saw a sharp recovery in FY23-24, achieving a robust 23% CAGR during FY22-24. This resurgence was driven by high demand, bolstered by strong customer additions and improved asset quality metrics, which have reached multi-year lows. Photo: Business Today.

Despite some lingering stress in the microfinance group segment, many banks are pursuing growth in a risk-calibrated manner. Although concerns around asset quality are expected to persist for the next couple of quarters, recovery is anticipated as the industry approaches the end of FY25. While the growth in group loans is likely to moderate, individual and housing loans are expected to remain key drivers of growth for banks in this sector.

Ujjivan Small Finance Bank (UJJIVANSFB) looks particularly attractive in this context. Its strong customer base, focus on individual loans, and relatively low asset quality issues position it well for sustained growth. Additionally, the bank's diversified loan portfolio and strategic approach to managing risk amidst the current challenges in the microfinance space make it a compelling choice for investors at the CMP.

Targets Given by Various Brokerage Houses for Ujjivan Small Finance Bank Ltd (Rs.40.15):

💢Emkay Global Finance Services -- Rs.55.

💢HDFC Securities -- Rs.65

💢JM Finance -- Rs.65

💢Kotak Institutional Equities  -- Rs.55.

💢Axis Securities -- Rs.52.

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