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Sepc Limited (sepc) Q4 FY26 Results: Net Profit Surges 116%, Income Grows 68%

SEPC Limited (NSE: SEPC) reports stellar FY26 results with a 68% income growth and over 115% jump in net profit for Q4 FY26.

Manas shah, Analyst — IT & Software

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Sepc Limited SEPC Q4 FY26 Results

SEPC Limited (NSE: SEPC) has announced its unaudited financial results for Q4 and FY26, marking a year of robust operational progress. The company’s total income surged by 68% to ₹1,085.8 crore, while net profit more than doubled to ₹53.5 crore, reflecting a 116% increase. This stellar performance underscores SEPC’s strong execution capabilities across water & wastewater, infrastructure, and industrial segments.

Key Financial Highlights

The consolidated financial highlights for Q4 FY26 and FY26 are as follows:

  • Total Revenue: ₹288.95 crore (Q4 FY26) vs ₹126.11 crore (Q4 FY25) and ₹1085.84 crore (FY26) vs ₹646.02 crore (FY25)
  • EBITDA: ₹25.32 crore (Q4 FY26) vs ₹23.60 crore (Q4 FY25) and ₹108.92 crore (FY26) vs ₹98.94 crore (FY25)
  • Net Profit: ₹13.73 crore (Q4 FY26) vs ₹10.02 crore (Q4 FY25) and ₹53.54 crore (FY26) vs ₹24.84 crore (FY25)

Strategic Initiatives

Commenting on the performance, Mr. Venkataramani Jaiganesh, Managing Director of SEPC Limited, said: ‘FY26 has been a defining year for SEPC, marked by strong execution, disciplined delivery, and a clear strategic focus on scaling high-value opportunities. The robust growth in total income and the more than doubling of net profit reflect the strength of our operating model and our ability to consistently deliver across complex infrastructure projects.’

Future Outlook

With a healthy pipeline, improved operational discipline, and a diversified business mix, SEPC is confident of maintaining this growth momentum. The company is well-positioned to capitalize on emerging opportunities and deliver consistent value to all stakeholders in the years ahead.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of SEPC Limited

SEPC Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

SEPC
Industrials › Engineering & Construction
CONSOLIDATION
54
Fundamental
46
Technical
50
Overall

1W -2.95%
1M -7.68%
3M -24.85%
P/E: 37.9 Cap: Small
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

SEPC moves sideways over three months, with neither buyers nor sellers taking control. Thin margins at 5.5% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. Buyers show up with 1.6x the volume of sellers. Moreover, they dominated on 15 of recent sessions versus 14 for sellers — a healthy accumulation pattern. Revenue grows at 22.0% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of SEPC Limited.

AARON

Aaron Industries Limited Evoq360 Home Lift Business Update Q2 FY27

Aaron Industries Limited (NSE:AARON) shares Q2 FY27 update on EVOQ360 Home Lift business, with confirmed advance orders and expanding distribution network.

abhinav tiwari

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Aaron Industries Limited AARON Q2 FY27 Evoq360 Home Lift

Aaron Industries Limited (NSE:AARON) is pleased to share an update on the business progress of its innovative EVOQ360 Home Lift product as of September 30, 2026. The Company continues to witness encouraging market acceptance and customer interest in its home lift solutions, supported by growing engagement with channel partners and prospective customers.

Confirmed Advance Orders

As of September 30, 2026, a total of 18 parties have placed confirmed advance orders for approximately 60 units of EVOQ360 Home Lifts, reflecting encouraging market acceptance and customer interest.

Phase Wise Dispatch Schedule

The Company plans to dispatch the units against these confirmed advance orders in a phased manner up to December 2026, subject to site readiness and other customer-specific installation requirements.

Growing Distribution Network

The Company has onboarded 5 distributors up to the September 2026 quarter, strengthening its distribution network and expanding its market reach. The Company is also actively engaging with additional prospective distributors, with several opportunities in the pipeline.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Aaron Industries Limited

Aaron Industries Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

AARON
Industrials › Specialty Industrial Machinery
CONSOLIDATION
74
Fundamental
42
Technical
59
Overall

1W -1.67%
1M -3.17%
3M +1.78%
P/E: 37.4 Cap: Small
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

Aaron posts a 1.8% three-month gain, but softens in the last few weeks. Thin margins at 8.5% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue grows at 30.0% and profits at 29.0% CAGR. Both numbers are exceptional. The stock gives back 3.2% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 30.0% and profits at 29.0% CAGR — a genuinely strong business. Nevertheless, the stock drops 1.8% in three months. The market sells the stock, not the story. Watch whether that changes at the next earnings. Check Fundamentals of Aaron Industries Limited.

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Industrials

Sepc Limited (NSE: SEPC) Secures ₹854.57 Crore Contract with Sail-iisco Steel Plant

SEPC Limited (NSE: SEPC) signs ₹854.57 crore contract with SAIL-IISCO Steel Plant, boosting its consolidated order book to ₹10,000 crore.

adit chauhan author tradealone

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Sepc Limited NSE SEPC Contract

SEPC Limited (NSE: SEPC), a leading EPC company, has announced the signing of a ₹854.57 crore contract with Steel Authority of India Limited (SAIL) for the Pellet Plant BOP including Civil & Structural works at SAIL-IISCO Steel Plant (ISP), Burnpur, West Bengal. This contract, signed by SEPC’s Managing Director, Mr. Venkataramani Jaiganesh, and SAIL’s Executive Director (Projects), Mr. Praveen Kumar, marks a significant milestone for SEPC Limited.

Key Details of the Contract

The contract, valued at ₹951.60 crore, includes a net value of ₹854.57 crore after accounting for input tax credit. The project, part of SAIL-ISP’s 4.08 MTPA Crude Steel Expansion, will be executed on a divisible turnkey basis and is scheduled to be completed within 32 months from the effective date of the contract, September 3, 2026.

Impact on SEPC’s Order Book

This contract significantly boosts SEPC’s consolidated order book, which has now crossed ₹10,000 crore. This milestone provides strong multi-year revenue visibility and reinforces SEPC’s growing presence in large-scale industrial EPC projects. Mr. Jaiganesh commented, ‘This contract formalizes one of the most significant industrial projects in our portfolio. We are committed to delivering this package within the stipulated timeline with the highest standards of quality and safety.’

SEPC Limited, formerly Shriram EPC Limited, specializes in the design, procurement, construction, and commissioning of large and complex infrastructure projects across India. The company continues to play a key role in India’s infrastructure development, with a strong focus on execution and quality.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of SEPC Limited

SEPC Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

SEPC
Industrials › Engineering & Construction
CONSOLIDATION
54
Fundamental
46
Technical
50
Overall

1W -2.95%
1M -7.68%
3M -24.85%
P/E: 37.9 Cap: Small
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

SEPC drops 24.9% over three months and trades near its 52-week lows. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. 1 loss quarter(s) over five years signals earnings fragility — not chronic but worth noting. The stock sits at 3% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 40.7% CAGR — a respectable pace. However, the stock drops 24.9% in three months without an obvious fundamental trigger. Sector-wide pressure or a valuation re-rating can persist for longer than expected. Therefore, there is no rush to step in. Check Fundamentals of SEPC Limited.

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HILINFRA

Highway Infrastructure Limited Receives Rs. 24.46 Crore Toll Operations Contract from NHAI

Highway Infrastructure Limited (HILINFRA) secures a Rs. 24.46 crore toll operations contract from NHAI for Velanchettiyur Fee Plaza in Tamil Nadu.

Blogger Kapil Rohilla TradeAlone

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Highway Infrastructure Limited Hilinfra Rs. 24.46 Crore Contract

Highway Infrastructure Limited (HILINFRA), an integrated infrastructure platform with established capabilities across Tolling, EPC, and Real Estate, is pleased to announce that it has received the Work Order and entered into the Contract Agreement with the National Highways Authority of India (NHAI) for the operation and collection of user fees at the Velanchettiyur Fee Plaza in Tamil Nadu.

Contract Details

The Contract Agreement was signed on October 08, 2026, pursuant to the Letter of Acceptance (LOA) received earlier. The contract carries a value of Rs. 24.46 crore. The mandate covers the operation of the Velanchettiyur Fee Plaza located on the four-lane Karur-Dindigul section of NH-7, one of the key highway corridors in Tamil Nadu.

Scope of Work

The scope of work includes toll fee collection as well as upkeep and maintenance of adjacent toilet facilities, including replenishment of consumables. The project is scheduled to be executed over a period of 90 days. The contract further strengthens HIL’s footprint in Southern India and aligns with its strategy of expanding across high-traffic national highway corridors.

Speaking on the development, Mr. Arun Kumar Jain, Managing Director, Highway Infrastructure Limited said: “We are pleased to have received the Work Order and entered into the Contract Agreement with NHAI for the operation of the Velanchettiyur Fee Plaza in Tamil Nadu. This marks an important step following the Letter of Acceptance received earlier and further expands our tollway collection portfolio and strengthens our presence across key national highway corridors. Continued success in securing and operationalising tollway contracts is enhancing our medium-term revenue visibility and underscores our proven execution capabilities. With a healthy bidding pipeline and growing opportunities across the highway infrastructure sector, we remain well positioned to expand our order book, drive sustainable growth, and create long-term value for stakeholders.”

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Highway Infrastructure Limited

Highway Infrastructure Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

HILINFRA
Industrials › Infrastructure Operations
BREAKOUT
72
Fundamental
72
Technical
72
Overall

1W +5.84%
1M +9.13%
3M +4.49%
P/E: 12.9 Cap: Small
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

Highway trades in the lower quarter of its 52-week range. The PEG of 0.32 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock sits at 18% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Both the business and the stock move in the right direction. Revenue grows at 10.1%, profits at 39.9%, and the PEG sits at 0.32 — below its growth rate. That combination is rare. Check Fundamentals of Highway Infrastructure Limited.

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