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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a valuation that SEPC says stands at ₹10 per share against a market price of ₹4.76, and seven Jharkhand agreements rescinded: where the SEPC story stands as of 26 October 2026.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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SEPC Ltd Beyond the Courtroom: Steel, the War Premium, a Petroleum Trading Entry, and Why the RBI May Yet Pause

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence SEPC Ltd · Sector, War & Rates Lens SEPC Ltd Beyond the Courtroom: Steel, the War Premium, a Petroleum Trading Entry, and Why the RBI May Yet Pause With its legal overhang cleared, a ₹5 EPC stock now meets four currents at once: India's capex cycle, Gulf reconstruction pricing, a UAE fuel-trading entry and a central bank that may not need to hike. 4 October 2026 · Prepared ahead of the RBI decision due on 7 October Our last SEPC Ltd (₹5.07) note dealt with the Madras High Court settlement. This one asks a different question: with the attachment gone, what is the stock actually exposed to? The answer is four currents, plus a few things buried in the FY26 annual report that deserve daylight. For international readers, a crore is ten million rupees and a lakh crore is one trillion. SEPC, which closed near ₹5.08 on 1 October, is an Engineering, Procurement and Construction (EPC) cont...
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