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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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Yesterday the stock of NMDC Steel Ltd made an intraday high of Rs.45.71, before closing at Rs.45.04. Those who bought the stock around Rs.36/Rs.37, can continue to hold with 5% trailing stop loss. The next targets as mentioned earlier are Rs.52/56. Photo The Tribune.

The stock of SEPC Ltd (Rs.11.85) made an intraday high of Rs.12.11, before closing at Rs.11.85. Interestingly, as of the latest available data, Mark AB Capital LLC, a Dubai-based investment firm, is the current promoter of SEPC Ltd. They became the largest shareholder by infusing ₹350 crore and acquiring a 26.48% stake in the company.

Mark AB Capital LLC, based in Dubai, manages over $1 billion (Rs.8300 crore) in assets globally. This figure reflects their total assets under management (AUM) across investments, including their recent ₹350 crore equity infusion into SEPC Ltd, where they acquired a 26.48% stake as part of a stressed asset restructuring. Mark AB Capital is a significant player in the infrastructure and EPC investment space. 

SEPC Ltd reported strong financial performance for Q1FY26, showing clear signs of recovery and strategic momentum:

Q1FY26 results:

🧨Total Income: ₹203.8 crore.

  — Up 14.4% YoY and 26.0% QoQ, indicating solid revenue growth.

🧨EBITDA: ₹29.8 crore.

  — Up 11.9% YoY, though EBITDA margin dipped slightly by 32 basis points.

🧨Net Profit: ₹16.55 crore.

  — Surged 104.8% YoY and 148.1% QoQ, reflecting improved operational efficiency

🧨EPS: ₹0.11  

  — Up 83.3% YoY, though down QoQ due to rights issue dilution.

Strategic and Operational Updates:

🧨Raised ₹350 crore via rights issue to strengthen financial flexibility.

🧨Secured multiple contracts:

🧨₹18 crore O&M contract from Bajaj Energy for 2×45 MW plants in Uttar Pradesh.

🧨USD 8.9 million international EPC contract via SEPC FZE (UAE subsidiary) for tank installation in Fujairah.

🧨133 MW solar EPC project awarded to SEPC Ltd, expanding its renewable footprint.

Outlook:

Chairman Abdulla Mohammad Ibrahim Hassan Abdulla emphasized disciplined execution, sectoral expansion, and leveraging technical expertise to sustain growth. The company is positioning itself for high-value infrastructure and energy projects across geographies.

You need to hold the Stock for targets of Rs.27/31.

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