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Market Snippet: SEPC Ltd, Syrma SGS, Indowind Energy & Rajesh Exports Ltd — The Infra, Tech & Energy Plays.

~Sumon Mukhopadhyay 

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Yesterday, the scrip of SEPC Ltd (Rs.11.93), could not cross the resistance zone, however it is showing signs of a steady upward trajectory, supported by a swelling order book and sectoral momentum. 

As of September 2024, the company reported a confirmed order book of ₹8,472.96 crore, spanning turnkey EPC contracts in water infrastructure, industrial utilities, and urban development. Interestingly, with the monsoon season nearing its end, execution activity is expected to accelerate, especially in water and wastewater segments where SEPC has a strong foothold. Photo: Instagram.

Notably, the company recently submitted updates related to a prior Supreme Court order, potentially unlocking stalled projects and adding legal clarity to its pipeline. In addition, SEPC completed a ₹349.83 crore rights issue in June 2025 at ₹10 per share, aimed at reducing debt and strengthening working capital. 

Its Business Responsibility and Sustainability Report (BRSR) for FY 2024–25 also signals a strategic pivot toward ESG-compliant operations. These developments, coupled with sectoral tailwinds, suggest that SEPC could realistically trade above ₹20 by January 2026, provided execution remains on track.

Syrma SGS Technology Ltd (₹835): This counter continues its dream run post my coverage on my Blogs: SumanSpeaks and SumanspeaksPlus.

Investors who entered around the recommended  price can comfortably hold on with a SL of Rs.770, with the medium-term target of ₹1,000 intact. Q1FY26 results have been stellar — revenue grew 24% YoY, with robust order inflow from the electronics and automotive verticals. Margins expanded on the back of better product mix and cost efficiencies, signaling strong earnings visibility for the rest of FY26.

Rajesh Exports Ltd (₹Rs.201): This gold-to-green energy giant is quietly laying the groundwork for a massive tech transition.

Display Fab Project: Through its subsidiary Elest, Rajesh Exports is setting up India’s first Gen-6 AMOLED display fab in Telangana, with a capex of ₹24,000 crore. This fab will produce advanced displays for smartphones, tablets, laptops, and TVs — potentially reducing India’s dependence on imports from East Asia.

Battery Gigafactory: Through ACC Energy Storage, the company has been selected under the PLI scheme for Advanced Chemistry Cell (ACC) battery manufacturing. An MoU has been signed for a 5 GWh lithium-ion cell plant in Karnataka.

Financial Snapshot (Q1FY26): Rajesh Exports reported steady revenues from its core gold refining and jewellery export business, while R&D and capex spending on the display and battery projects have begun reflecting in the balance sheet. Though the near-term margins are slightly under pressure due to project expenses, these are investments for a technology-led future.

Both the display fab and battery plant are expected to go on stream by  2026 - 2027, making the next two years critical as land acquisition, vendor tie-ups, and technology partnerships reach closure. Successful execution could be a game-changer for Rajesh Exports, transforming it from a gold exporter into a technology & energy powerhouse.

Indowind Energy Ltd (Rs.17.24) has started to inch up. Once Rs.22/23 is broken on the upside it would quickly move towards Rs.32/35. Its much hyped solar plant is expected to go on stream very soon. Deep pocket investors can accumulate in bulk and keep holding, as it can spurt at any time from now.

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