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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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🔹The stock of Paisalo Digital Ltd (Rs.37.70) made an intraday high of Rs.38.35 in the NSE. Book some profits and hold the rest with a SL of Rs.36.70. The next targets are Rs.52/56. Photo: BrandWagon.

🔹The share of Rajesh Exports Ltd (Rs.191.16) is up more then 5% today. The next couple of years will be crucial for the company, which can take the scrip to above Rs.1000. I have already placed a report at SumanspeaksPlus.

🔹The stock of SEPC Ltd (Rs.12.02), the erstwhile Shriram EPC Ltd  is consolidating at the current levels. The new promoter of SEPC Ltd is Mark AB Capital LLC, a Dubai-based investment firm that acquired a majority stake in it, in September 2022 through a ₹350 crore infusion. 

Mark AB Capital specializes in managing engineering, procurement, and construction (EPC) businesses globally, with experience in regions like Russia, Algeria, and Kuwait.

🔹The stock of NMDC Steel Ltd (Rs.43.35) made an intraday high of Rs.44.20. The next targets for the scrip are Rs.51/52. This is an excellent company and everyone should have it in their portfolios for medium to long term investment perspective.

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