Synopsis: Shares of this construction stock are in focus after reporting a record Rs. 10,455 crore order book as of December 2025, driven by strong inflows and diversified projects across mining, construction, water, and power.
The shares of this company are specialised in executing EPC contracts, providing integrated solutions encompassing design, engineering, procurement, construction, and project management services are in focus after it jumped by 3 percent following the announcement of its consolidated order book rising to Rs. 10,455 crore.
With a market capitalisation of Rs. 1,293 cr, the shares of SEPC Ltd were trading at Rs. 8.12 per share, increasing over 3% in today’s market session, making a high of Rs. 8.35, up from its previous close of Rs. 8.08 per share. The stock posted a 39% loss over the past year, is down 19% year-to-date, and has declined 31% over the last six months, though it has gained 3% in the past month.
About the order book
SEPC Limited has entered a strong growth phase with its consolidated order book rising to Rs. 10,455 crore as of 31 December 2025. The increase reflects robust order inflows, improved execution momentum, and disciplined project selection across its core infrastructure verticals. The expanded order book provides clear multi-year revenue visibility and marks a significant milestone in the company’s scale expansion journey.
During FY26 (up to 31 December 2025), the company secured fresh orders worth Rs. 5,954 crore, demonstrating strong bidding momentum and increasing client confidence. On a standalone basis (excluding SEPC FZE), the order book grew sharply to Rs. 7,255 crore from Rs. 4,501 crore as of 31 March 2025.
Order Book Mix
The standalone order book is well diversified across key infrastructure sectors. Mining contributes Rs. 2,991 crore (around 41%), Construction accounts for Rs. 2,609 crore (approximately 36%), Water projects stand at Rs. 911 crore (about 14%), and Power contributes Rs. 600 crore (around 8%), with the balance coming from Roads, Oil & Gas and other segments.
The strong presence in Mining and Construction, which together form over 77% of the order book, enhances operating leverage and positions the company to benefit from sustained infrastructure and resource-sector investments.
Strong Domestic Base with Global Diversification
Geographically, the consolidated order book reflects a balanced mix between domestic and international operations. Domestic projects account for Rs. 5,055 crore (approximately 48%), while international projects contribute Rs. 5,400 crore, including Rs. 2,200 crore under SEPC and Rs. 3,200 crore through SEPC FZE.
The strong domestic base aligns with India’s infrastructure upcycle and ongoing public sector capital expenditure, while international exposure provides geographic diversification and strengthens cross-border execution capabilities.
With a significantly expanded and diversified order book, SEPC Limited is well-positioned to convert this strong pipeline into sustained revenue growth. The improved scale, disciplined project selection, and enhanced execution capabilities are expected to drive operating leverage and support stronger financial resilience over the coming years.
About the company
SEPC Limited (formerly Shriram EPC Limited) is a well-established EPC company offering turnkey solutions across Water & Wastewater, Roads, Industrial Infrastructure, and Mining sectors. The company specializes in the design, procurement, construction, and commissioning of large and complex infrastructure projects across India
The company reported strong year-on-year growth, with sales rising 156% to Rs. 341 crore compared to Rs. 133 crore in Q3FY25. EBITDA surged 738% to Rs. 28.6 crore from Rs. 3.41 crore. Net profit surged by 238% to Rs. 15 crore from Rs. 4.44 crore a year ago, while EPS increased 300% to Rs. 0.08 from Rs. 0.02.
SEPC has successfully executed projects across multiple international markets, including Iraq, Tanzania, Oman, Zambia, and Australia. The company is also expanding its international footprint with ongoing and upcoming projects in Saudi Arabia and Uzbekistan.
Its client portfolio includes several prominent government bodies and infrastructure agencies such as the National Highways Authority of India (NHAI), Jharkhand Urban Infrastructure Development Company (JUIDCO), Basra Governorate, and the Ministry of Water and Irrigation, along with other public sector and institutional clients, including BUILDCO and DWSD.
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