SEPC has shown a significant improvement in its fundamentals, with FY26 total income rising to ₹1,085.8 crore from ₹646 crore in FY25, EBITDA reaching ₹108.9 crore, and net profit more than doubling to ₹53.5 crore. The company has also reported a strong order book of around ₹10,000 crore, providing multi-year revenue visibility. In FY26, SEPC secured several important orders, including major infrastructure/industrial projects, while it also received an ₹854.57 crore Letter of Acceptance from SAIL-ISP, Burnpur, which can strengthen its order pipeline. The company has been expanding internationally and announced the strategic acquisition of a 90% stake in UAE-based Avenir International Engineers and Consultants LLC, which could support its overseas EPC business. However, investors should also monitor execution risk, working-capital requirements, debt/cash-flow position, margins and the possibility of order cancellations; the broader EPC sector is currently facing some margin pressure from higher commodity, freight and insurance costs. Overall, strong order-book growth, improving profitability and new project wins are positive fundamental factors, while execution, cash flows and margins remain key risks. The chart and analysis are provided strictly for learning and educational purposes and should not be considered investment advice. Please consult your financial advisor and conduct your own research before taking any investment decision.

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