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SumanSpeaks Independent Capital Markets Intelligence  ·  Estd 2006 Equity Intelligence  |  Power Sector  |  India Energy Transition Reliance Power Ltd: Repair, Pivot,  and the Shadows That Linger At ₹25.40, the market is pricing a company in transition — but three unresolved legal overhangs are writing a parallel story that no balance-sheet improvement can yet close Reference Price ₹25.40   |   Market Cap: ~₹10,400 Cr Data as of June 2026 For nearly a decade, Reliance  Power was shorthand for the excesses of India's infrastructure buildout era — debt-funded ambition, stalled projects, and a balance sheet that attracted forensic scrutiny more reliably than investor capital.  The story has changed. Not com...

MEP Infrastructure Developers Ltd – Resolution Path Turning Positive?

~Sumon Mukhopadhyay.

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MEP Infrastructure Developers Ltd (Rs.2.49), a well-known player in India’s toll and road management sector, is moving through a structured revival phase under the Corporate Insolvency Resolution Process (CIRP). The company’s insolvency admission on 28 March 2024 marked the beginning of a formal restructuring journey, supervised by IRP Ravindra Kumar Goyal and protected by the Section 14 moratorium.

Key Positive Developments:

🔹CoC-Approved Resolution Plan Filed:

The Committee of Creditors approved a resolution plan and submitted it to the NCLT Mumbai Bench on 5 September 2025. With hearings commencing in October 2025, the process has reached its final stage — a clear forward step toward structured revival.

🔹Strong Process Discipline:

Through multiple CoC meetings, audited FY24 filings, and regular disclosures, MEP Infra has maintained regulatory continuity throughout CIRP — a sign of administrative stability, not drift.

🔹Sector Tailwinds:

India’s road infrastructure sector remains on a strong growth curve. With rising toll collections, continued government capital expenditure, and robust traction in EPC/BOT/HAM models, MEP Infra is positioned to benefit once restructuring is approved.

🔹Creditor Alignment Achieved:

A CoC-approved plan itself is a positive endorsement — it signals confidence among lenders that the company has a viable path forward instead of being pushed toward liquidation.

SumanSpeaks Verdict:

MEP Infra is in the decisive phase of its turnaround journey. With the resolution plan already before the NCLT and sector demand supporting future prospects, the company stands at the threshold of revival — awaiting only the tribunal’s green signal.

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