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Equities, Market News - June 24, 2025

PFC Ltd Share Price Forecast from 2025 to 2030: Long-Term Investment Insights

PFC Ltd Share Price Forecast from 2025 to 2030: Long-Term Investment Insights

Explore PFC Ltd’s projected share price journey through 2025–2030, backed by fundamental analysis, financials, and its evolving role in India’s power sector.

Introduction to Power Finance Corporation (PFC Ltd)

Power Finance Corporation Ltd., better known as PFC, is one of India’s most prominent government-owned Non-Banking Financial Companies (NBFCs). Operating at the core of India’s power and infrastructure development, PFC plays a strategic role by funding various large-scale power projects. It also serves as the nodal agency for several flagship government programs such as the Revamped Distribution Sector Scheme (RDSS) and Integrated Power Development Scheme (IPDS).

Aligned with the national vision of “Viksit Bharat,” PFC has made significant contributions to the energy transition. The company has supported the development of crucial infrastructure and has financed nearly 25% of the country’s installed renewable energy capacity.

Financial Performance Overview (FY 2023–24)

During FY 2023–24, PFC recorded a strong bottom-line performance, posting a net income of ₹14,367 crore. The company’s loan book stood strong at ₹4,81,462 crore, with renewable energy loans contributing ₹60,208 crore. Additionally, PFC maintained a 54EC bond portfolio valued at ₹8,994 crore. These figures highlight PFC’s ability to manage large-scale financing while focusing on clean energy growth.

PFC Share Price Forecast for 2025

As we approach 2025, PFC’s stock is anticipated to experience a steady and progressive upward movement. Based on market sentiment and historical performance, the stock is expected to trade between ₹405 and ₹500 by the end of the year. Growth in loan disbursements, rising demand in the power sector, and stable returns could positively influence its valuation.

2026 Share Price Outlook

In 2026, PFC shares may see increased traction driven by ongoing infrastructure expansion and digital grid modernization. Forecasts suggest that the stock may begin the year around ₹400 and climb up to ₹650 by December. Improved profitability and government policy continuity could play a critical role in supporting this rise.

Projections for 2027

The year 2027 may bring further gains for PFC, especially if it strengthens its renewable financing verticals. The projected valuation for the year spans from ₹500 to ₹800. The company’s consistent financial results, combined with its strategic role in India’s decarbonisation efforts, may attract more long-term investors.

Forecast for 2028

Heading into 2028, PFC is poised for rapid expansion, fueled by the increasing pace of renewable energy and infrastructure developments. The share price is expected to rise from ₹700 at the year’s start to as high as ₹1,100 by year-end. Market confidence in the company’s project pipeline and disciplined fiscal management could be key drivers.

PFC Price Prediction for 2029

As infrastructure investments deepen, PFC’s share price may reflect strong upward momentum through 2029. The stock could open the year near ₹900 and potentially climb to ₹1,500 by December. Growth in sustainable lending and expanded transmission financing may continue to support its upward trajectory.

2030 Long-Term Investment View

By 2030, PFC is likely to benefit from long-standing reforms and growing capital needs in the energy sector. With consistent government support and steady financial execution, the share price might reach between ₹1,200 and ₹1,800. The company’s role in India’s green transition and its reliable dividend payout history make it appealing for patient, long-term investors.

PFC’s Financial Strength and Market Metrics

PFC demonstrates strong fundamentals that support its valuation potential. As of now, its market capitalization is around ₹1.35 lakh crore. With a price-to-earnings ratio of 5.87 and a return on equity of approximately 19.5%, the company showcases solid value and efficiency. A dividend return of 3.86% enhances its appeal among investors seeking consistent income streams.

Although the debt-to-equity ratio is high at 8.25, it is acceptable within the context of government-owned infrastructure lenders. The book value stands near ₹356.77, and the stock’s face value is ₹10, indicating room for appreciation in line with sectoral demand.

Shareholding Composition

PFC’s ownership is largely held by promoters, who control nearly 56% of the company. Institutional investors like FIIs and mutual funds hold close to 30%, while retail and others account for just under 9%. This balanced distribution reflects confidence among large investors in the company’s fundamentals and policy-driven stability.

How to Invest in PFC Shares

Investing in PFC shares is straightforward and accessible through most online trading platforms. Applications like Zerodha, Groww, Upstox, Angel One, Dhan, and PhonePe Share Market enable users to open a demat account and start trading. Investors can search for PFC using its NSE symbol and make informed decisions based on market trends and individual risk tolerance.

Final Thoughts

Power Finance Corporation Ltd. has established itself as a key financial driver in India’s evolving power landscape. With a focus on clean energy, a solid dividend track record, and an active role in government-backed infrastructure schemes, it offers a compelling case for long-term investment. The share price projections from 2025 through 2030 indicate potential for steady appreciation, especially if India continues to push its energy transition agenda.

While no investment is without risk, PFC’s strategic relevance, financial stability, and sectoral tailwinds make it a strong contender for portfolios aimed at long-term growth and income. Investors should monitor macroeconomic developments, interest rate movements, and energy sector policies to maximize returns from this NBFC giant.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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BluPine Energy Secures ₹2,416 Cr to Build Hybrid Clean Power Project in Karnataka

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Waaree Energies Surges Over 11% on FTSE Index Inclusion Buzz
Market News - June 7, 2025

HG Infra Engineering Ltd: Targets ₹11,000 Cr Order Book for FY26, Stock Undervalued

HG Infra Engineering Ltd: Targets ₹11,000 Cr Order Book for FY26, Stock Undervalued

How India’s infrastructure powerhouse is leveraging sectoral diversification and robust execution to fuel growth, even as its stock remains undervalued.

Introduction
HG Infra Engineering Ltd (HG Infra) has emerged as a key contender in the Indian infrastructure landscape, especially in roads, highways, railways, and solar projects. With a proven track record of consistent growth, the company is eyeing a substantial order inflow of ₹11,000 crore for FY26. Yet, the market seems to be discounting its prospects, with the stock price hovering around ₹1,076—down nearly 43% from its 52-week high. What’s driving this disconnect, and does it present an opportunity for investors?

Order Book Strength and Growth Ambitions
HG Infra’s management has articulated a clear strategy for growth. For FY26, the company is targeting ₹11,000 crore in new orders, with approximately 70% expected from roads and railways, and the remaining 30% from other sectors such as solar and metro projects. This ambitious target is backed by a robust bid pipeline, especially in National Highways Authority of India (NHAI) projects, where the company has already submitted bids worth ₹16,000 crore and is eyeing opportunities in an ₹80,000 crore pipeline.
The order book is well-diversified:
• Roads and highways: ₹11,452 crore (approx. 73%)
• Railways and metro: ₹2,498 crore (approx. 16%)
• Solar: ₹1,691 crore (approx. 11%)
This diversification reduces dependency on a single segment and positions the company to benefit from India’s multi-sector infrastructure push.

Financial Performance and Operational Highlights
HG Infra has delivered impressive financial results, underpinned by strong execution and operational efficiency:
• Q1 FY2025 revenue: ₹1,528 cr, up 13.1% y-o-y
• Q1 FY25 EBITDA: ₹312 crore (margin of 20.44%)
• Q1 FY25 PAT: ₹163 crore (margin of 10.6%)
The management has maintained guidance for 17–18% revenue growth and EBITDA margins of 15–16% for FY25 and FY26. The company’s five-year revenue CAGR stands at over 20%, with sustained operating margins and a healthy order book-to-bill ratio of nearly 3x.
On the balance sheet front, HG Infra remains disciplined. The company has infused ₹728 crore into Hybrid Annuity Model (HAM) projects, with a further ₹425 crore planned for FY25 and the balance in FY26–27. Solar project equity requirements are also being met through internal accruals and asset monetization.

Sectoral Diversification and Future Prospects
Traditionally focused on roads and highways, HG Infra has successfully expanded into railways, metro, and solar segments. These now constitute a quarter of its total order book, reducing sectoral concentration risk and opening new revenue streams.
The company is also exploring opportunities in water infrastructure and transmission projects, particularly under the Tariff-Based Competitive Bidding (TBCB) model, which leverages its EPC expertise. This sectoral expansion is expected to support a 15% CAGR in revenues over FY24–26.

Market Valuation: Discounted Opportunity?
The current market capitalization stands at ₹7,012 crore. Over the past five years, the stock has delivered a stellar 433% return, yet recent corrections have created an apparent value gap.
Analysts remain bullish, with target prices ranging from ₹1,720 to ₹1,885, reflecting confidence in the company’s growth trajectory and execution capabilities. The substantial promoter stake (exceeding 71%) and strong institutional participation further highlight investor trust.

Challenges and Risks
While the outlook is positive, investors should be mindful of potential risks:
• Policy changes or delays in government project awards
• Rising input costs impacting margins
• Competitive intensity in the EPC sector
The company’s focus on operational efficiency, prudent capital allocation, and sectoral diversification are key mitigants to these risks.

Conclusion
With a robust and diversified order book, ambitious growth targets, and disciplined execution, the company is well-positioned to capitalize on India’s infrastructure boom. The current market discount offers a compelling entry point for long-term investors seeking exposure to the sector. However, as with all investments, a close watch on execution and macroeconomic developments is warranted.

 

 

 

 

 

 

 

 

 

 

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Silver Surges to Historic Rs 1.07 Lakh/kg, Gold Nears Record Highs: What’s Driving India’s Bullion Boom?

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GPT Infraprojects Wins ₹13 Crore Bangladesh Rail Contract!
Market News - June 4, 2025

The markets react cautiously as Texmaco Rail seals a ₹122 Cr MRVC deal.

The markets react cautiously as Texmaco Rail seals a ₹122 Cr MRVC deal.

Kolkata, June 3, 2025 An important milestone in the development of India’s infrastructure has been reached by Texmaco Rail & Engineering Ltd., one of the top firms in the country’s heavy engineering sector. The Mumbai Railway Vikas Corporation (MRVC) has placed a sizable order with the business for ₹122.31 crore. Traction transformers for the Western Railway line are covered under the contract from start to finish, from design to installation. This turnkey project will be completed in 30 months.
This move is a reflection of Texmaco’s changing approach to further enter the electrification market, which is anticipated to play a key role in India’s next railway modernization phase.

Inside the Deal: Turnkey Rail Electrification Project
This order will see Texmaco undertake the full scope of work, including the design, manufacturing, supply, installation, testing, and commissioning of high-capacity traction transformers. These gas-insulated systems are critical to enhancing power delivery on suburban rail lines, particularly in the densely packed Mumbai Western Railway zone.
A standout feature of the project is the deployment of a 50 MVA transformer—one of the largest ever commissioned by Texmaco for Indian Railways. This signifies not only technological advancement but also MRVC’s confidence in the company’s execution capabilities.
The equipment is expected to significantly enhance the robustness and energy efficiency of suburban rail operations, reducing dependency on outdated systems and allowing for improved frequency and reliability of electric trains.

Strengthening Texmaco’s Electrification Portfolio
Texmaco Rail has been gradually shifting from its traditional dominance in freight wagons and coach shells toward high-value infrastructure and electrification solutions. This MRVC order adds depth to its growing portfolio.
Earlier this week, Texmaco was awarded a large contract worth ₹140 crore for the delivery of flat multipurpose wagons.
Together, these back-to-back wins underscore a strategic shift toward a more diversified revenue model that balances rolling stock, infrastructure, and now increasingly, rail electrification solutions.
Such diversification is critical, especially as the Indian Railways aggressively pursues its national electrification targets under the “Make in India” campaign and sustainability-focused modernization.

Financial Overview and Implications
In its latest quarterly update, Texmaco reported a 17.6% year-on-year increase in revenue, rising to ₹1,346 crore for Q4 FY25. However, profit margins faced compression, with net profit declining 13.5% to ₹39 crore—attributed to rising input costs and project expenses.
The addition of the ₹122 crore MRVC order to Texmaco’s books is expected to strengthen its order pipeline and support future revenue momentum. Still, execution excellence and cost control will be critical for turning order wins into sustained profitability.

Stock Market Reaction: Volatile But Watchful
Following the announcement, Texmaco shares saw fluctuating trading patterns. The stock opened marginally lower and hovered around the ₹160–₹161 range, showing slight weakness despite positive news flow. On the NSE, intraday movement ranged between ₹160.78 and ₹162.60, while the volume-weighted average price landed near ₹161.57—translating to a mild gain of about 0.94% over the previous close.
Technical indicators offer a mixed picture. The stock is still trailing below its 150- and 200-day moving averages but has held above its short-term MAs. Its RSI level near 60 suggests neutral sentiment, with neither buying nor selling pressure dominating.
The company has moderate-to-high valuation expectations with a price-to-book ratio of 5.46 and a current P/E ratio of 36.7. Its return on equity (RoE) stands around 14.9%, and a beta of 1.8 signals higher-than-average market sensitivity.

Analyst Take: Order Wins vs Execution Pressure
Market analysts acknowledge that this order is an important win for Texmaco’s electrification roadmap. It not only broadens the company’s project capabilities but also enhances its reputation within India’s large-scale public sector ecosystem.
That said, investors remain cautious. Share performance suggests that market participants are weighing execution timelines, regulatory clearances, and supply chain volatility. Infrastructure contracts often face hurdles like cost escalations, delivery lags, and policy bottlenecks.

Risks and Strategic Horizon
While the 30-month execution window offers operational flexibility, it also introduces risk—particularly in managing logistics, maintaining equipment quality, and adhering to deadlines. Successful execution of this MRVC order could open doors to more electrification projects, both in India and abroad.
Texmaco is also exploring future-ready rail technologies. In a strategic move earlier this year, the company signed a collaboration agreement with Poland’s Nevomo to co-develop advanced mobility solutions—possibly pointing toward a vision of smart rail transformation.

The Bigger Picture: India’s Rail Push
India’s push for railway electrification is integral to its broader climate goals and urban mobility expansion. With increasing passenger loads, power-efficient operations like traction substations are essential to the functionality of modern electric rail corridors.
Texmaco’s foray into this segment is therefore timely and aligns with national infrastructure development objectives, especially in megacities like Mumbai.

Investor Outlook: Watch Execution Closely
While the MRVC order is a feather in Texmaco’s cap, actual delivery and margin retention will determine future stock performance. Investors with a long-term view may consider monitoring contract progress, quarterly earnings stability, and new business development.
With successful execution, Texmaco could improve its market standing and possibly invite reevaluation of its stock as a key player in India’s next-gen rail infrastructure.

Conclusion
The ₹122 crore contract that Texmaco Rail received from MRVC represents a significant shift towards traction power systems. The strategic significance of this victory cannot be overstated, notwithstanding the stock’s cautious response. Texmaco’s next development phase will be shaped by execution, cost discipline, and alignment with India’s infrastructure drive.

 

 

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Yes Bank Raises ₹16,000 Crore Through Fundraising

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Healthcare Sector in India Set to Record 11% Rise in Revenue and EBITDA in Q1 FY26
Equities - June 3, 2025

Investors Cheer as AVP Infracon Shares Climb 6% After ₹16 Crore Project Win!

Investors Cheer as AVP Infracon Shares Climb 6% After ₹16 Crore Project Win!

AVP Infracon’s stock surges as it secures a major ₹16.23 crore infrastructure project in Tamil Nadu, boosting investor confidence amid strong revenue growth.

AVP Infracon Stock Climbs Following New Infrastructure Contract

Shares of AVP Infracon Limited saw a notable upswing during Monday’s trading session on the NSE, climbing approximately 6 percent. This positive momentum came after the company secured a significant infrastructure contract worth over ₹16 crore. At 11:55 a.m., shares exchanged hands at ₹169.9, reflecting an increase close to 5 percent over the prior session’s closing value of ₹161.5. With a market capitalization of ₹424.4 crore, this contract win has attracted renewed investor interest in the company’s growth prospects.

In-Depth Insight into the Tamil Nadu Road Over Bridge Project

AVP Infracon Limited Secures Official Approval from Salem’s NABARD & Rural Roads Circle for Road Over Bridge Connecting Singanallur and Peelamedu Stations Valued at around ₹16.23 crore, the contract aims to be completed within an 18-month timeline, highlighting the company’s expanding footprint in critical infrastructure development across the region.

Recent Project Wins Highlight Growing Order Pipeline

This new contract comes shortly after AVP Infracon obtained an LOA on March 18 from Arun Kumar of AM Grand Associates, Trichy, for constructing a turnkey cold storage and warehouse project valued at ₹21 crore. The completion timeline for this project is 10 months, further reinforcing the company’s diversified portfolio of infrastructure projects across sectors.

Core Focus and Expertise of AVP Infracon

AVP Infracon Limited showcases proficiency in various infrastructure domains, covering road construction, bridge building, irrigation projects, flyover development, and industrial facility engineering. Their expertise extends to the construction of expressways, national and state highways, viaducts, urban development projects, civic amenities, and commercial facilities. This wide-ranging focus enables the company to tap into multiple high-growth segments within the infrastructure domain, adapting to evolving market demands.

Strong Financial Performance Reflects Growth Momentum

The company’s financial performance in recent periods reflects robust growth. Revenue from operations nearly doubled, soaring by approximately 96 percent year-on-year, rising from ₹94 crore in the second half of FY24 to ₹184 crore in the corresponding period of FY25. This impressive revenue surge was matched by an 82 percent increase in net profit, climbing from ₹11 crore to ₹20 crore during the same period.

By the latter half of FY25, AVP Infracon boasted an order backlog exceeding ₹400 crore, reflecting a robust project portfolio that supports anticipated revenue streams and expansion opportunities.

Market Reaction and Investor Sentiment

The announcement of the ₹16.23 crore Road Over Bridge contract has been met with enthusiasm by investors, as reflected in the stock’s 6 percent jump. The recent surge suggests growing confidence in AVP Infracon’s ability to deliver on its expanding portfolio and capitalize on infrastructure development opportunities across India.

Increased trading volumes during the session point to heightened market interest and active participation from both retail and institutional investors. This level of activity typically signals optimism about the company’s prospects and its strategic positioning within the sector.

Outlook: What Lies Ahead for AVP Infracon

Looking forward, AVP Infracon appears well-positioned to continue benefiting from India’s ongoing infrastructure push. With a diversified project portfolio spanning roadways, bridges, industrial facilities, and urban development, the company can leverage its technical expertise and execution capabilities to secure further contracts.

Completion of the current projects within stipulated timelines will be key to sustaining revenue growth and maintaining investor confidence. Additionally, the ability to manage costs and navigate regulatory requirements will play a crucial role in ensuring profitability remains on an upward trajectory.

Final Thoughts

AVP Infracon Limited’s recent stock price boost follows its acquisition of a substantial ₹16.23 crore contract for building a Road Over Bridge in Tamil Nadu. This award adds to the company’s already growing order book and complements its expanding infrastructure portfolio.

The company’s strong financial performance, marked by significant year-on-year revenue and profit growth, underlines the positive momentum it is experiencing. Investors have responded favorably to these developments, signaling trust in AVP Infracon’s strategy and execution abilities.

As the company progresses with its project pipeline, the coming months will be critical in translating these opportunities into sustained operational success. To sum up, AVP Infracon is strategically placed to take advantage of India’s expanding infrastructure sector, skillfully navigating the typical challenges that come with it.

 

 

 

 

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Hero MotoCorp Shares Fall Over 2% Amid Market Turmoil

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Hazoor Multi Projects Ltd has declared a final dividend despite a nearly 70% drop in Q4 profit.
Market News - June 2, 2025

Hazoor Multi Projects Declares Dividend Despite Profit Fall

Hazoor Multi Projects Declares Dividend Despite Profit Fall

In spite of a 69% drop in Q4 earnings, the small-cap infrastructure firm announces a final dividend, showcasing shareholder commitment.

Hazoor Multi Projects Ltd, a small-cap company in the infrastructure space, has announced a final dividend for shareholders even though it posted a sharp fall in its profit for the fourth quarter.

For the quarter ending December 2024, the company registered a 69.48% year-on-year drop in net profit, reporting ₹3.14 crore compared to ₹10.29 crore in the same quarter of the previous year. Revenue also saw a dip, falling 29.60% to ₹56.76 crore for the quarter.

Despite this notable decrease in both profit and revenue, the board’s decision to declare a dividend signals strong intent to uphold shareholder value and maintain trust among investors. It underlines the company’s resilience and belief in its future financial performance.

Over time, Hazoor Multi Projects has earned a reputation for delivering impressive returns. The company’s stock has skyrocketed by 32,842% over the last five years, firmly placing it in the category of multibagger stocks. Alongside this meteoric rise, the firm has upheld a steady dividend-paying practice, rewarding its shareholders regularly.

Even though the company’s recent financials reflect short-term pressure, its consistent dividend history and extraordinary stock performance highlight its long-term value proposition. For current and potential investors, Hazoor Multi Projects Ltd presents itself as a resilient entity capable of navigating market challenges while still delivering on growth and investor expectations.

Summary:

Hazoor Multi Projects Ltd has declared a final dividend despite a nearly 70% drop in Q4 profit. This move emphasizes its commitment to shareholder returns and signals confidence in long-term prospects. Its consistent dividend policy and significant stock appreciation position it as a key player in the infrastructure segment.

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PSU Stocks Dominate May 2025 Market, Suzlon, Tata Also Shine

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HFCL Shares Zoom 5% as Firm Secures 1,000 Acres for Defence Facilities
Equities - May 29, 2025

Sharanam Infraprojects Soars to Upper Circuit After Stellar Q4 and FY25 Results

Sharanam Infraprojects Soars to Upper Circuit After Stellar Q4 and FY25 Results

 

SIPTL shares jump 5% amid explosive revenue and profit growth, driven by strategic expansion and efficient operations in FY25.

Sharanam Infraproject and Trading Ltd. Hits Upper Circuit Following Impressive Financial Performance

Shares of Sharanam Infraproject and Trading Ltd. (SIPTL) had a spectacular spike on Wednesday, reaching the Bombay Stock Exchange’s (BSE) upper circuit limit of 5%. This sharp price rise came in the wake of the company’s announcement of its robust financial results for the fiscal year and quarter ending March 2025. Despite a challenging environment for broader markets, SIPTL’s penny stock showed exceptional strength, fueled by outstanding year-over-year growth in both revenue and profitability.

Exceptional Revenue Growth Fuels Market Rally

Throughout the 2024–2025 fiscal period, SIPTL achieved a remarkable total revenue of ₹3,761.21 lakh, representing an extraordinary surge exceeding twentyfold compared to the ₹176.07 lakh recorded in the prior year. This dramatic growth was primarily propelled by the company’s strategic expansion into trading operations and its consistent progress in executing infrastructure projects. The dual focus has evidently paid off, positioning SIPTL as a rising star in its segment.

Profitability Sees Dramatic Upswing

The company’s Profit After Tax (PAT) also demonstrated a striking upswing, soaring to ₹508.34 lakh for FY25, up from a modest ₹2.58 lakh in FY24. This vast leap in profitability reflects not only increased scale but also improved operational efficiencies and cost management practices that SIPTL has adopted over the year.

The fourth quarter of FY25 stood out as particularly strong, with the company posting a PAT of ₹394.23 lakh, compared to just ₹10.44 lakh in Q4 of the previous fiscal. This significant quarterly profit boost underscores the company’s growing momentum and enhanced financial health as it closed the fiscal year.

Quarterly Revenue Growth Reflects Operational Strength

Delving deeper into the figures, SIPTL recorded a revenue of ₹2,384 lakh in the fourth quarter of FY25, marking a staggering twelve times rise over the ₹176 lakh earned in the same period of the previous fiscal year. This remarkable quarterly performance highlights the company’s effective execution of its core business strategies and its ability to capitalize on expanding market opportunities.

Earnings Per Share Demonstrate Shareholder Value Expansion

SIPTL’s earnings per share (EPS) increased dramatically, rising from a negligible 0.002 in FY24 to a noteworthy 0.424 in FY25. This surge in EPS reflects a significant enhancement in shareholder value, driven by the company’s robust bottom-line growth and increasing operational scale. The improved EPS serves as a clear indicator of SIPTL’s strengthened financial position and growth prospects.

Rights Issue Funds Fully Utilized, Supporting Corporate Goals

In February 2025, SIPTL successfully completed a rights issue, raising ₹47.4 crore in total capital. According to the company’s official filings, the entirety of these funds has been effectively deployed in line with the intended objectives. The capital was primarily used to bolster working capital requirements and support general corporate purposes. SIPTL emphasized that there have been no deviations in the use of these funds, underscoring its strong governance standards and commitment to financial discipline.

Strategic Expansion and Future Growth Prospects

SIPTL’s remarkable growth trajectory is also attributed to its proactive approach to diversifying revenue streams. The company’s expansion in trading operations complements its ongoing infrastructure projects, creating synergies that have enhanced overall profitability. By strategically targeting high-growth sectors and optimizing operational workflows, SIPTL has set a strong foundation for sustainable growth.

Additionally, the company’s management has highlighted plans to further leverage technology and streamline project execution to improve efficiency. This forward-looking stance is expected to help SIPTL maintain its competitive edge and deliver consistent shareholder returns in the years ahead.

Conclusion: A Promising Outlook Amid Market Challenges

Sharanam Infraproject and Trading Ltd.’s outstanding financial performance in FY25, particularly the explosive growth in revenue and profitability, has propelled its stock to hit the upper circuit despite weak broader market conditions. The company’s strategic moves in expanding trading operations alongside infrastructure project execution have clearly paid off, resulting in significant operational and financial improvements. With strong EPS growth and disciplined capital management post-rights issue, SIPTL is well-positioned for sustained momentum in the upcoming fiscal periods.

Investors will likely watch closely to see if the company can maintain this trajectory and continue delivering strong returns amid the dynamic market landscape.

 

 

 

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Man Infraconstruction Reports Strong Q4 FY25 Profit, Declares Dividend Amid Strategic Acquisition

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Capri Global: Riding the Wave of 11% Share Growth and New Financial Solutions!
Market News - May 29, 2025

SEPC's Share Price Soars After ₹75.6-Crore Win!

SEPC’s Share Price Soars After ₹75.6-Crore Win!

The surge in investor confidence follows a new overseas order win; SEPC’s diversification efforts show early signs of success.

SEPC Ltd.’s share price momentum showed improvement after its UAE-based subsidiary won a substantial order worth ₹75.6 crore, reaching a two-month high amid a generally positive market sentiment. This strategic international win underscores SEPC’s expanding global footprint and operational diversification.

SEPC Rides High on International Order Win

SEPC Ltd., a prominent engineering, procurement, and construction (EPC) firm, experienced a notable increase in investor interest following its UAE-based subsidiary landing a substantial overseas contract valued at ₹75.6 crore. The announcement made public recently, triggered renewed buying in the stock, lifting it to a two-month high. The shares of SEPC Ltd. settled flat at ₹14.28 apiece on Tuesday, but the momentum seen since May 23 has been strong and sustained.
This development marks a key inflection point in SEPC’s strategic focus on international markets, particularly the Middle East, where infrastructure and water treatment investments are growing. The ₹75.6-crore project won by SEPC’s UAE arm showcases the company’s ability to capture international opportunities and diversify beyond its Indian operations.

Stock Performance: Momentum Builds Post-May 23

From May 23 onward, SEPC shares have been on a steady rise. The rally is primarily driven by expectations of improving order inflows and margin expansion due to higher-value international contracts. The recent plateau at ₹14.28 is a consolidation point following short-term gains, with investors closely watching future announcements for cues.
While the stock ended flat on Tuesday, its two-month high price indicates that the market has positively priced in the order win. Analysts suggest that if the company can maintain consistent order execution and margin delivery, the stock has the potential for further re-rating in the medium term.

Understanding the ₹75.6 Crore UAE Order

The overseas order, valued at ₹75.6 crore (approximately USD 9 million), was awarded to SEPC’s UAE subsidiary by an undisclosed client, likely in the water or wastewater treatment sector—an area in which SEPC has core expertise. The scope of work includes engineering design, procurement of key components, and civil and electro-mechanical construction activities.
Middle East markets, particularly the UAE, Saudi Arabia, and Oman are ramping up investments in clean water supply, desalination, and sustainable infrastructure. SEPC’s credentials in handling such projects give it a strategic advantage. This project could be the first of many as a reference for similar regional orders.

Business Strategy: Geographic Diversification Gains Traction

Over the last few quarters, SEPC Ltd. has clearly articulated its intention to scale operations beyond India. The company targets opportunities in the Middle East, Africa, and Southeast Asia, where government-led infrastructure investments are booming. These new geographies offer higher-value orders, faster execution timelines, and better realization cycles than some of SEPC’s domestic legacy projects.
The UAE contract validates this vision and marks a step forward in the company’s transformation journey. Diversifying into overseas markets also helps the company mitigate risks associated with domestic regulatory delays, payment uncertainties, and cost escalations.

Financials: Turning the Tide?

While SEPC’s financials have been under pressure in recent quarters due to legacy issues and slow-moving projects, the new order win provides a fresh growth trigger. As per its latest financial disclosures, SEPC reported a narrowing of its losses in FY24 and has been actively working on improving its receivables and cash flows.
The international order will enhance SEPC’s topline visibility in FY25 and may positively impact its EBITDA margins, depending on execution efficiency and forex management. With a renewed focus on operational excellence and cost rationalization, analysts believe SEPC is slowly moving toward a turnaround phase.

Analyst View: Recovery on the Horizon?

Brokerages tracking the small-cap infrastructure space have started acknowledging SEPC’s renewed traction. Analysts have flagged that the company’s international order book is expected to grow in FY25, which could re-rate the stock over time. However, execution track record, working capital discipline, and regulatory clearances remain key monitorables.
A report from a Mumbai-based analyst house noted, “The recent UAE order win is significant as it proves SEPC’s credibility in the international EPC space. It is essential for the company to now focus on timely delivery, which could unlock further institutional interest and improve market sentiment.”

Challenges and Risks

While there have been some encouraging advancements, SEPC is encountering a number of difficulties. These include legacy project delays in India, stretched balance sheet conditions, and the need to ensure robust project management for overseas orders. Additionally, the forex exposure from international contracts needs to be hedged efficiently to avoid profitability erosion.
The company’s management must build strong local partnerships and talent pools in target geographies to sustain its international ambitions. Furthermore, timely funding, efficient execution, and transparent disclosures will be crucial to winning over investor trust and enhancing shareholder value.

Conclusion: A Promising Turnaround in the Making

SEPC Ltd. has made notable strides, as evidenced by the ₹75.6 crore contract won by its subsidiary in the UAE. With a growing order book, increased international presence, and a clear focus on EPC opportunities in the water and infrastructure sectors, SEPC is positioning itself for sustainable growth. While challenges remain, the latest developments offer hope for long-term investors betting on a turnaround.

 

 

 

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