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KPI Green Energy: From ₹303 to ₹368, and the Road to ₹400 Runs Through 30 September...

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Renewable Energy · Second Follow-Up KPI Green Energy: From ₹303 to ₹368, and the Road to ₹400 Runs Through 30 September The 18 August call at ₹303.10 has delivered an intraday high of ₹368.25, a gain of about 21.5%, after a detour to ₹271.90 on 16 September. With a 6.94 GW portfolio, a record 630+ MW DC energised in three months and the “KP 3.0 Unleashed” Investor Day two days away, the question is no longer whether the call worked. It is what to do with the stock now. On 18 August 2026, this blog examined KPI Green Energy Ltd (₹355.25),  which was then trading at ₹303.10 , just after the company energised another 130 MW AC at its Bharuch hybrid project. The question then was simple. Was a fast-growing renewable platform being priced like a distressed one? Six weeks later, the market has answered a good part of that question. The stock touched an intraday high of ₹368.25 on 28 Septembe...
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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence   Market Commentary · Macro & Technicals Indian Markets After the Global Sell-Off: A Stress Test, Not the End of the Story The Nifty fell 1.64% to 23,063 and the Sensex lost 1.67% to 73,580 on 24 September — the steepest one-day fall in roughly ten weeks. But three separate stories collided that day, and only one of them was about India. Thursday's sell-off was brutal to look at. But markets rarely announce their next move at the point of maximum fear, and a single red session — however steep — is not the same thing as a trend reversal. The Nifty 50 closed at 23,063.10, down 383.70 points. The Sensex ended at 73,580.54, down 1,247.71 points. Virtually every major sector finished lower, and the India VIX jumped nearly 27% — a sharp repricing of near-term uncer...
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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Equity Watch · EPC & Infrastructure SEPC Ltd: ₹10,455 Crore Order Book Meets a Legal Inflection Point (₹5.26) ₹1,527.89 crore of fresh SAIL orders, Q1FY27 revenue growth, and a proposed ₹1,530 crore Avenir acquisition sit on one side of the ledger. A dismissed Madras High Court application and a ₹7.50 crore demand draft placed on record ahead of a proposed 7 October settlement sit on the other. Here is the full picture. SEPC Limited last traded at ₹5.26, giving it a market capitalisation of roughly ₹1,027 crore. That is well off its 52-week high of ₹13.72, but also comfortably above its 52-week low of ₹4.63. At a price-to-book ratio near 0.56x, the stock continues to trade at a discount to its own net worth. 1 The Order Book: From ₹4,501 Cr to ₹10,455 Cr SEPC's consolidated order b...
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SumanSpeaks Capital Markets & Geopolitical Intelligence — Weekend Reading Weekend Reading · Vedic Texts & History One Sage, One Sentence, 2,600 Years of Argument: Yajnavalkya, Beef, and the Śatapatha Brāhmaṇa The verse that refused to behave: a 2,600-year-old exchange between ritual prohibition, personal preference, and one of the most disputed sentences in Vedic literature. Picture the scene. A newly consecrated priest is about to begin the long, austere discipline that precedes a Soma sacrifice — weeks of restraint, careful diet, ritual purity. The instructors have just spent several sentences building an elaborate cosmological case for why he must never touch cow meat. And then, without warning, the Śatapatha Brāhmaṇa suddenly records one man's personal response to the rule. That man is the sage Yajnavalkya, and the four words he says next ...
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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  Legal Catalyst Watch · Equity Update SEPC Ltd (₹5.23):  Q1FY27 Total Income Up 40%, Madras HC Verdict Awaited Total income touched ₹282 crore in Q1 FY27, the order book stands at ₹10,670 crore, and the long-running Twarit litigation at the Madras High Court has now moved past clarifications to the "For Pronouncing Orders" stage — with the next posting listed for 21st September 2026. SEPC Limited has had two separate pieces of news land close together this quarter. One is financial — a results release showing strong topline growth alongside a margin dip. The other is legal — and it is the one our readers have been asking about for months. This report brings both together, without repeating what we already covered in detail. 1 Q1FY27: The Growth Number Behind The Headline SEPC's cons...
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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  sumanspeaks.blogspot.com Travel & Hospitality · Turnaround Watch Easy Trip Planners At ₹5.78: The Hotel Business Is Growing Faster Than The Old Business Is Shrinking Near its 52-week low, EaseMyTrip is quietly turning into a different company than the one that listed in 2021 — and the next few quarters will decide whether that transformation shows up in the profit line. Easy Trip Planners Ltd trades around ₹5.78, with a market capitalisation of approximately ₹2,300 crore. That is close to its 52-week low of ₹5.74. At first glance, that looks like a stock the market has simply given up on. Look closer, and a more interesting picture emerges. The balance sheet is clean. Revenue is still growing. And one part of the business — hotels and holiday packa...
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