SEPCNSESEPC LimitedMinimalNeutral
Announced Mon, 25 May · 15:43 IST

We herewith enclosed the Monitoring Agency Report for the Quarter ended March 31, 2026. Detailed letter is enclosed.

SEPC · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+3.6%1-day move
₹7.76
prior close
₹7.86
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.8+0.4-0.4+0.3+3.6+1.0-6.4-9.1-9.5-13.3-5.5-16.6-21.8
Up moveDown movePending
AI summary

SEPC Limited filed its Q4FY26 monitoring agency report for a Rs. 350 crore rights issue (June 2025). The company received Rs. 324.94 crore in gross proceeds (partly paid shares), with Rs. 311.11 crore utilized and Rs. 13.84 crore remaining in PNB's Trust and Retention Account. A material deviation was approved via shareholder Postal Ballot on March 7, 2026 (99.86% assent): Rs. 124.20 crore was redirected from the NCD repayment object to working capital requirements. During Q4FY26, Rs. 138.90 crore was deployed—mainly towards working capital (Rs. 101.34 crore for devolved LCs and invoked bank guarantees), borrowings repayment (Rs. 14.11 crore), and general corporate purposes (Rs. 8.61 crore). The monitoring agency confirmed nil deviation from objects and no delays.

Likely market impact

The shareholder-approved fund redirection signals management prioritizing operational liquidity over debt reduction, likely reflecting the working-capital-intensive nature of SEPC's EPC business. With 96% of proceeds already deployed and no material non-compliance, the filing is routine but confirms proper use of rights issue funds.