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📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
58 announcements match the current filters (relevance ≥ 5).
SEPC Q3 Consolidated Net Profit Jumps 236% YoY to ₹14.96 Crore
SEPC Limited reported a strong operational performance for Q3 FY26, with consolidated total income rising to ₹342.07 crore from ₹159.75 crore in the same quarter last year. Net profit surged to ₹14.96 crore, a significant increase from ₹4.44 crore in Q3 FY25, driven by higher execution volumes. For the nine-month period, the company's profit reached ₹39.81 crore, more than doubling from ₹14.82 crore in the previous year. However, the statutory auditors have maintained a qualified opinion regarding the recoverability of ₹287.86 crore in deferred tax assets and ₹74.55 crore in overdue receivables from stalled projects.
Key Highlights
Consolidated revenue from operations grew 114% YoY to ₹342.07 crore in Q3 FY26.
Consolidated Net Profit increased by 236% YoY to ₹14.96 crore from ₹4.44 crore.
Nine-month consolidated profit stood at ₹39.81 crore, up from ₹14.82 crore in 9M FY25.
Basic EPS improved to ₹0.08 in Q3 FY26 compared to ₹0.03 in the year-ago quarter.
Auditors raised concerns over the recoverability of ₹287.86 crore in Deferred Tax Assets and ₹74.55 crore in stalled project dues.
👀 What to Watch
While the operational turnaround and revenue growth are impressive, the persistent auditor qualifications regarding deferred tax assets and stalled projects remain a risk. Investors should monitor the company's ability to resolve these legacy asset issues and maintain the current execution momentum.
SEPC Q3 Consolidated PAT Jumps 236% YoY to ₹14.96 Cr; Revenue Up 114%
SEPC Limited reported a strong operational performance for Q3 FY26, with consolidated total income rising 114% YoY to ₹342.07 crore. Net profit for the quarter surged to ₹14.96 crore, up from ₹4.44 crore in the previous year's corresponding quarter. Despite the growth, the statutory auditors have maintained a qualified opinion regarding the recoverability of ₹287.86 crore in deferred tax assets and ₹74.54 crore in overdue receivables from stalled projects. The company's equity base has also expanded significantly compared to the previous year.
Key Highlights
Consolidated Total Income grew 114% YoY to ₹34,206.71 lakhs in Q3 FY26.
Consolidated Net Profit increased by 236% YoY to ₹1,495.96 lakhs from ₹444.40 lakhs.
Nine-month consolidated PAT stands at ₹3,980.50 lakhs, a significant jump from ₹1,481.60 lakhs YoY.
Auditors flagged concerns over ₹28,786.46 lakhs in Deferred Tax Assets due to uncertainty over future taxable profits.
Overdue contract assets and trade receivables totaling approximately ₹7,454 lakhs remain stuck in stalled projects awaiting regulatory approvals.
👀 What to Watch
While the triple-digit growth in revenue and profit is impressive, investors should exercise caution due to persistent auditor qualifications regarding deferred tax assets and stalled project receivables. Monitor the company's cash flow and progress on stalled projects to ensure the reported profits are sustainable and realizable.
SEPC Receives LOI from TCIL for Smart Prepaid Metering Project in Punjab
SEPC Limited has secured a Letter of Intent (LOI) from Telecommunications Consultants India Limited (TCIL) for a smart prepaid metering project in Punjab. The project will be executed on a Design, Build, Finance, Own, Operate, and Transfer (DBFOOT) basis, indicating a long-term engagement. SEPC is partnering with M/s. Adya Smart Metering Private Limited for this venture. This development highlights SEPC's growing footprint in the utility infrastructure and smart energy management sector.
Key Highlights
Received Letter of Intent (LOI) from TCIL dated February 06, 2026
Project involves Smart Prepaid Metering for the state of Punjab
Execution model is Design, Build, Finance, Own, Operate, and Transfer (DBFOOT)
Partnership with M/s. Adya Smart Metering Private Limited for project implementation
👀 What to Watch
Investors should monitor for the formal contract signing and the disclosure of the specific order value. The DBFOOT model suggests long-term revenue potential, though it may require significant initial capital expenditure.
SEPC Proposes Reallocating ₹139.84 Cr from Rights Issue to Working Capital
SEPC Limited is seeking shareholder approval via postal ballot to modify the utilization of ₹350 crore raised through its May 2025 Rights Issue. The company proposes to reallocate ₹139.84 crore, originally intended for the redemption of Non-Convertible Debentures (NCDs), towards meeting its incremental working capital requirements. This shift increases the total allocation for working capital from ₹160 crore to approximately ₹299.84 crore. The e-voting period for this special resolution runs from February 6, 2026, to March 7, 2026.
Key Highlights
Proposed reallocation of ₹13,984.20 lakhs (₹139.84 crore) from NCD redemption to working capital
Total working capital allocation to increase from ₹16,000 lakhs to ₹29,984.20 lakhs
Debt repayment (NCDs) reduced from ₹14,000 lakhs to a nominal ₹15.80 lakhs
Shareholders to vote via Postal Ballot between February 6 and March 7, 2026
The variation concerns the net proceeds of the ₹35,000 lakh Rights Issue dated May 22, 2025
👀 What to Watch
Investors should evaluate if the pivot from debt reduction to working capital is driven by new project requirements or operational inefficiencies. Monitor the company's interest coverage ratio as the planned debt retirement is being significantly delayed.
SEPC Reallocates ₹124.20 Cr Rights Issue Proceeds to Working Capital
SEPC Limited has approved a significant variation in the utilization of proceeds from its May 2025 Rights Issue. Originally, ₹140 Crores was earmarked for the repayment and redemption of Non-Convertible Debentures (NCDs), but this amount remained unutilized. The Board has now reallocated ₹124.20 Crores of this sum toward meeting the company's existing and incremental working capital requirements. Only ₹15.80 Crores will remain dedicated to the original NCD repayment objective, subject to shareholder approval via postal ballot.
Key Highlights
Board approved variation in objects of the Rights Issue dated May 22, 2025
₹124.20 Crores reallocated from NCD repayment to working capital requirements
₹15.80 Crores retained for repayment/redemption of Non-Convertible Debentures
Total unutilized amount being repurposed stands at ₹140 Crores
Proposed changes are subject to shareholder approval through a postal ballot
👀 What to Watch
Investors should monitor the company's cash flow management and debt levels, as shifting funds from debt repayment to working capital indicates a high need for operational liquidity. Await the postal ballot notice for more detailed rationale on why the NCD repayment was no longer prioritized.
SEPC Board Approves Reallocation of Rs 124.20 Cr Rights Issue Proceeds to Working Capital
SEPC Limited has decided to vary the objects of its May 2025 Rights Issue, reallocating Rs 124.20 crore that was originally earmarked for debt repayment. The board, following Audit Committee recommendations, will now utilize these funds for existing and incremental working capital requirements. Only Rs 15.80 crore of the initial Rs 140 crore allocation will remain for the redemption of Non-Convertible Debentures (NCDs). This change is subject to shareholder approval via a postal ballot.
Key Highlights
Variation of objects for the Rights Issue dated May 22, 2025, involving Rs 140 crore of unutilized funds.
Rs 124.20 crore shifted from NCD repayment/redemption to augmenting working capital.
Rs 15.80 crore retained for the original purpose of servicing NCDs and coupon payments.
The proposal requires shareholder approval through a postal ballot as per Section 27 of the Companies Act, 2013.
👀 What to Watch
Investors should evaluate the impact of delayed debt reduction versus the potential for improved project execution through increased working capital. Monitor the upcoming postal ballot notice for detailed rationale behind this strategic shift.
SEPC Board to Meet on Feb 2 to Discuss Variation in Rights Issue Objects
SEPC Limited has scheduled a Board Meeting for February 02, 2026, to consider a proposal for variation in the objects of the issue. This pertains to the funds raised or planned as per the Letter of Offer dated May 22, 2025. Any proposed change in the utilization of these funds will require further approval from shareholders via a Special Resolution. Investors should track this meeting to understand how the company's capital allocation strategy is evolving.
Key Highlights
Board meeting scheduled for February 02, 2026, to discuss fund utilization changes.
Proposal involves a variation in the objects of the issue from the Letter of Offer dated May 22, 2025.
The proposed variation is subject to shareholder approval through a Special Resolution.
The meeting is being held in compliance with Regulation 30 of SEBI (LODR) Regulations, 2015.
👀 What to Watch
Investors should monitor the post-meeting disclosure to identify which specific projects or debt repayments are being deprioritized in favor of new objectives. Evaluate if the redirected funds are being moved to higher-margin business segments.
SEPC Limited Secures ₹230 Crore Mining Infrastructure Order from MOIL Limited
SEPC Limited has been awarded a ₹230 crore turnkey contract by MOIL Limited, a Government of India undertaking, for mining infrastructure at the Chikla Mine. The project involves the design, construction, and commissioning of a vertical shaft, won through a competitive global tender. This order is significant given SEPC's H1 FY26 consolidated income of ₹455 crore, providing strong revenue visibility. The contract comprises a domestic portion of ₹167.85 crore and an imported equipment component of USD 36.52 lakh.
Key Highlights
Total order value of ₹230 crore for turnkey mining infrastructure at Chikla Mine
Won through global tender process as the lowest bidder (L1)
Domestic scope valued at ₹167.85 crore plus USD 36.52 lakh for imported machinery
Order provides significant revenue visibility relative to FY25 revenue of ₹597.65 crore
Strengthens SEPC's presence in the specialized mining infrastructure segment
👀 What to Watch
The order win validates SEPC's execution capabilities in complex infrastructure; investors should watch for timely execution to sustain the recent turnaround in profitability.
SEPC Secures Rs 230 Crore Turnkey Order from MOIL Limited
SEPC Limited has been awarded a significant purchase order valued at Rs 230 crore from MOIL Limited, a Government of India undertaking. The contract involves the turnkey design, construction, and equipping of the 3rd Vertical Shaft at the Chikla Mine in Maharashtra. This domestic order enhances the company's order book visibility and reinforces its position in the mining infrastructure sector. The execution timeline will be mutually agreed upon by both parties, providing a boost to future revenue streams.
Key Highlights
Total order value of Rs 230 crore for mining infrastructure development
Client is MOIL Limited, a prominent Government of India undertaking
Project involves turnkey construction of the 3rd Vertical Shaft at Chikla Mine, Maharashtra
Scope includes designing, construction, furnishing, and equipping of the shaft
👀 What to Watch
Investors should view this as a positive development for the company's order book; however, it is important to monitor the execution schedule and the impact on quarterly margins as the project progresses.
SEPC Secures ₹269.69 Crore Sub-contract for Railway Doubling Project
SEPC Limited has secured a significant railway infrastructure sub-contract worth ₹269.69 crore for the Ajmer-Chanderiya Doubling Project under the North Western Railway. The project, awarded via the VPRPL–SBEL Joint Venture, involves comprehensive civil works including bridges, station buildings, and track laying. This win strengthens SEPC's transportation infrastructure portfolio and adds to its growing order book. Given the company's H1 FY26 total income of ₹455 crore, this single order represents a substantial addition to its revenue visibility.
Key Highlights
Secured a sub-contract valued at ₹269.69 crore for the Ajmer-Chanderiya Railway Doubling Project.
Scope includes earthwork, construction of major/minor bridges, station buildings, and P-Way works.
Project awarded by VPRPL–SBEL Joint Venture for the Ajmer Division, North Western Railway.
Company reported a consolidated Net Profit of ₹24.85 crore on a Total Income of ₹455 crore in H1 FY26.
👀 What to Watch
Investors should view this as a positive development for the company's order book and revenue growth; monitor the execution progress and its impact on operating margins.
SEPC Secures Rs. 269.69 Crore Railway Infrastructure Sub-Contract Order
SEPC Limited has bagged a significant sub-contract order worth Rs. 269.69 crore from Vishnu Prakash R Punglia Limited. The project involves railway infrastructure work for the Ajmer-Chanderiya Doubling Project under the North Western Railway's Ajmer Division. The contract is domestic in nature and is scheduled to be executed within a 24-month timeframe. This order strengthens the company's order book and provides clear revenue visibility for the next two fiscal years.
Key Highlights
Total order value is Rs. 269,68,59,518 (approximately Rs. 269.69 Crore).
Project involves the Ajmer-Chanderiya Doubling Project for North Western Railway.
Execution timeline is set for 24 months from the date of Letter of Award.
The contract is a domestic sub-contract awarded by Vishnu Prakash R Punglia Limited.
👀 What to Watch
Investors should view this as a positive development for the company's order pipeline, though they should monitor execution efficiency and margin impact in upcoming quarterly reports.
SEPC Secures ₹3,300 Crore Mining Consortium Project
SEPC Limited has secured entry into a mining consortium project worth approximately ₹3,300 crore with JARPL-AT Consortium for the Rampur Batura Opencast Coal Mine Project. The project has an estimated tenure of ~10 years. In H1 FY26, SEPC reported a consolidated total income of ₹455 crore and a net profit of ₹24.85 crore. This net profit has already surpassed the full-year net profit of FY25, which was ₹24.84 crore, indicating improved execution and margin profile.
Key Highlights
SEPC enters into a ₹3,300 crore mining consortium project.
Project tenure is estimated to be ~10 years.
H1 FY26 consolidated total income was ₹455 crore.
H1 FY26 net profit reached ₹24.85 crore, exceeding FY25's full-year net profit of ₹24.84 crore.
FY25 revenue was ₹597.65 crore.
👀 What to Watch
This project win strengthens SEPC's order book and provides long-term revenue visibility. Investors should monitor the company's execution of this project and its impact on future earnings.
SEPC Secures Entry into ₹3,300 Crore Mining Consortium Project; 10-Year Tenure
SEPC Limited has entered into a Memorandum of Understanding with the JARPL-AT Consortium for a massive ₹3,300 crore mining project awarded by South Eastern Coalfields Limited (SECL). The project involves the Rampur Batura Opencast Coal Mine in Madhya Pradesh and carries an estimated tenure of 10 years, providing significant long-term revenue visibility. SEPC will provide project management, consultancy, and supply services under an asset-light model. This development follows a strong H1 FY26 performance where the company's net profit of ₹24.85 crore already surpassed its total FY25 annual profit.
Key Highlights
Secured a ₹3,299.51 crore contract for the Rampur Batura Opencast Coal Mine Project over a 10-year period.
H1 FY26 net profit of ₹24.85 crore has already exceeded the full-year FY25 net profit of ₹24.84 crore.
H1 FY26 revenue reached ₹455 crore, accounting for approximately 76% of the total FY25 revenue of ₹597.65 crore.
The project follows an asset-light and capital-efficient structure, focusing on project management and consultancy.
The contract significantly strengthens SEPC's mining portfolio and provides long-term execution certainty.
👀 What to Watch
Investors should note the substantial increase in order book visibility and the company's improving margin profile. The long-term nature of this ₹3,300 crore contract suggests a steady revenue stream, making it a key growth driver to monitor.
SEPC Secures ₹3,300 Crore Mining Consortium Project
SEPC Limited has secured a major mining project worth approximately ₹3,300 crore through a consortium. The company executed a Memorandum of Understanding (MOU) with JARPL-AT Consortium for the Rampur Batura Opencast Coal Mine Project. SEPC is a strategic partner in the consortium, which includes Jai Ambey Roadlines Private Limited (JARPL) with 80% stake and Avinash Transport (AT) with 20%. This project is expected to positively impact the company's revenue over the next 10 years.
Key Highlights
Project value: Approximately ₹3,300 crore (inclusive of GST)
Project duration: 3652 days (~10 years)
SEPC partner in JARPL-AT Consortium
JARPL stake in consortium: 80%
AT stake in consortium: 20%
👀 What to Watch
Investors should monitor SEPC's progress on this project and its impact on future revenue. This large contract could significantly boost SEPC's long-term growth.
SEPC Settles Dispute with HCL; Wins Mining Project of ₹72.55 Cr
SEPC Limited has settled a dispute with Hindustan Copper Limited (HCL), receiving ₹30.45 crore as a full and final settlement. This resolves existing arbitration proceedings. Furthermore, HCL has issued a supplementary work order to SEPC for ₹72.55 crore related to an ongoing vertical shaft sinking project. In H1 FY26, SEPC reported a Consolidated Total Income of ₹455 crore and a Net Profit of ₹24.85 crore.
Key Highlights
SEPC receives ₹30.45 crore in settlement from HCL.
HCL issues supplementary work order of ₹72.55 crore to SEPC.
SEPC's Consolidated Total Income in H1 FY26 was ₹455 crore.
SEPC's Net Profit in H1 FY26 was ₹24.85 crore.
👀 What to Watch
Investors should note the positive impact of the settlement on SEPC's cash flows and project pipeline. Monitor the progress of the mining project and its contribution to future revenue.
SEPC Settles Dispute with HCL; to Receive ₹30.45 Cr and ₹72.55 Cr Work Order
SEPC Limited has executed a settlement deed with Hindustan Copper Limited (HCL) to resolve ongoing arbitration proceedings. As part of the agreement, SEPC will receive a cash settlement of ₹30.45 crore for full and final settlement of claims. Furthermore, the company has secured a supplementary work order valued at ₹72.55 crore for vertical shaft sinking work. This resolution is highly beneficial as it clears legal uncertainties while simultaneously boosting the company's cash flow and order book.
Key Highlights
Full settlement of arbitration claims with Hindustan Copper Limited (HCL) resulting in a ₹30.45 crore payout to SEPC.
Awarded a new supplementary work order worth ₹72.55 crore for vertical shaft sinking work.
Closure of existing arbitration proceedings (Case No. AP No.163 of 2023) removing legal overheads.
Total financial benefit including cash inflow and new work exceeds ₹103 crore.
👀 What to Watch
Investors should view this as a significant positive trigger that improves liquidity and provides revenue visibility. The stock may see positive momentum due to the resolution of legal disputes and the addition to the order book.
SEPC Led JV Wins ₹86 Crore Aviation Infrastructure Project at Bihta Airport
SEPC Limited's joint venture, SEPC-Furlong JV, has secured a ₹86 crore contract for the development of a new civil enclave at Bihta Airport, Patna. The project involves comprehensive EPC services, including the construction of a terminal building, elevated roads, and integrated airport systems. This win signifies SEPC's strategic expansion into the aviation infrastructure segment, diversifying its existing portfolio of water and industrial projects. The company's H1 FY26 performance, with a net profit of ₹24.85 crore on an income of ₹455 crore, provides a solid financial backdrop for executing this new mandate.
Key Highlights
Secured ₹86 crore Letter of Award for Bihta Airport infrastructure development in Bihar
Project scope includes terminal construction, elevated roads, and specialized airport IT systems
Strategic entry into the high-growth aviation and transportation EPC segment
H1 FY26 financials reported Consolidated Total Income of ₹455 crore and Net Profit of ₹24.85 crore
👀 What to Watch
Investors should view this as a positive diversification of the order book into specialized infrastructure. Monitor the company's execution efficiency and margin maintenance in this new segment.
SEPC-Furlong JV Secures Rs 86 Crore Contract for Bihta Airport Project
SEPC Limited's unincorporated joint venture, SEPC-Furlong JV, has received a Letter of Award for the development of a new civil enclave at Bihta Airport in Bihar. The total value of the contract is Rs 86 Crores, where the JV will act as the service provider. This project win adds to the company's order book and demonstrates its capability in the infrastructure and civil engineering sectors. The award is subject to the terms of a Service Agreement to be finalized shortly.
Key Highlights
SEPC-Furlong JV awarded contract for New Civil Enclave at Bihta Airport, Bihar
Total project consideration is valued at Rs 86 Crores
The award is issued under the SEBI (LODR) Regulations, 2015 framework
Project execution will be governed by a forthcoming Service Agreement
👀 What to Watch
Investors should view this as a positive development for the company's order book and monitor the execution progress and its impact on future revenue. Keep an eye on the company's ability to secure similar infrastructure projects to sustain growth.
