Sepc Limited · NSE:SEPC
Sepc — Investor Presentation (June 2025)
39 slides from Sepc's investor presentation, Jun 10, 2025
Slide 1: SEPC Limited Investor Presentation
SEPC Engineering the Future SEPC LIMITED Investor Presentation
Slide 2: Safe Harbour Statement
Safe Harbour Statement This presentation and the accompanying slides (The “Presentation”), which have been prepared by SEPC Limited solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis
Slide 3: SEPC Limited: Complete EPC Solutions. Engineered For Excellence
SEPC Limited: Complete EPC Solutions. Engineered For Excellence SEPC Limited (The Company, SEPC) formerly known as Shriram EPC Limited is a public EPC company specializing in Water & Municipal Services, Roads, Industrial EPC, and Mining. The company offers turnkey solutions including design, procure
Slide 4: SEPC’s Performance @ Glance
SEPC’s Performance @ Glance Established In Listed In 60+ Projects Projects Executed Current Order Book: Executed over 2000 2008 Completed Across 14+ States ₹ 653 Cr ₹ 28,895.36 Cr worth of water & sewerage projects Tender Reduced debt from ₹907 CRISIL Rating: BB+ for ISO 9001:2015 Team Size 8 Techno
Slide 5: Guided By Purpose: SEPC’s Vision & Mission
Guided By Purpose: SEPC’s Vision & Mission Vision: To be a leader in engineering and project implementation with a focus on Water & Infrastructure, Process & Metallurgy and Mining Minerals. Mission: Grow through mutually beneficial associations with customers, technology partners and vendors; empowe
Slide 6: Promoter Overview: Mark AB Capital Investment LLC
Promoter Overview: Mark AB Capital Investment LLC Backed by a Dubai-based royal family office, Mark AB specializes in managing stressed assets and driving strategic turnarounds across global markets. Founded: 1998 Headquarters: Dubai, UAE Ownership: Family-owned investment firm AUM: Approx. US$ 4.3
Slide 7: Trusted Leadership: The Backbone Of Success
Trusted Leadership: The Backbone Of Success Mr. Abdulla Mohammad Ibrahim Mr. Nemmara Krishnan Suryanarayanan Hassan Abdulla Managing Director & Chief Executive Officer Chairman & Non-Executive Director He is the CEO of Mark AB Capital Investment, He is a 64-year-old Mechanical Engineer with speciali
Slide 8: Core Leadership: Meet The Key Managerial Team
Core Leadership: Meet The Key Managerial Team Mr. Chandrasekharan Sivaprakasam Ramalingam Chief Financial Officer Mr. Thiruppathi Sriraman Company Secretary & Compliance Officer Mr. Arivalagan Dakshnamoorthy Director (Technical) Investor Presentation 8
Slide 9: Corporate Structure: Strategic Entities, Unified Goals
Corporate Structure: Strategic Entities, Unified Goals SEPC LIMITED SEPC FZE SEPC Arabia Limited- 1. SEPC DRS ITPL JV One Person Company 2. Shriram Eurotech Environmental Pvt Ltd JV 3. Mokul Shriram EPC JV Shriram EPC Arkan LLC 4. Larsen & Tourbo Oman- Step Down Limited Shriram EPC Subsidiary Oman J
Slide 10: Diverse Business Segments Powering Sustainable Growth
Diverse Business Segments Powering Sustainable Growth Infrastructure Industrial EPC Process Power Water & Sewer Road Plants Plants Steel EPC under deep Plants shaft Mining Order Book: Order Book: ₹ 635 Cr ₹ 18 Cr Investor Presentation 10
Slide 11: Delivering Sustainable Water & Sewerage Solutions
Delivering Sustainable Water & Sewerage Solutions Proven EPC Experience: Core Offerings: Key Projects: Strong Track Record: SEPC has over two Drinking Water Projects: ₹127 Cr Chennai Metro Water Completed water and decades of experience Source to household pipeline Project (2013). sewerage projects
Slide 12: Road Infrastructure: Driving Growth Forward
Road Infrastructure: Driving Growth Forward SEPC has executed road projects for MoRTH and aims to leverage this qualification to bid for new projects and expand its road EPC vertical. Revenue Generated From MORTH Road Project (In ₹ Lakhs) Particulars Dec’24 FY24 FY23 FY22 Ministry of Road Transport
Slide 13: Industrial EPC Projects: Built For Performance
Industrial EPC Projects: Built For Performance Steel Plants EPC under deep shaft Mining Domain Expertise: SEPC has extensive • SEPC has expertise in shaft experience in integrated steel plant projects, sinking and is qualified to including sinter plants, coke ovens, wire rod execute mining projects
Slide 14: Order Book Snapshot: Driving Operational Flow
Order Book Snapshot: Driving Operational Flow Name of the customer Order Value (₹ In Cr) KUIDFC-Byagdi KUIDFC- Davangare KUIDFC-Byagdi BUDCO-GAYA DWSD-BAGHMARA DWSD - Jharkhand- Municipal Municipal - 24 X 7 Tandwa 13.02 11.85 57.99 2.42 36.06 2.74 DWSD - DWSD- Irrigation Division - JUIDCO-Dhanbad DW
Slide 15: Engineering Excellence: Hutti Mines & Kerala Feeds
Engineering Excellence: Hutti Mines & Kerala Feeds Hutti Gold Mines Project Kerala Feeds Limited, Cattle Feed Plant Investor Presentation 15
Slide 16: Tenders In Pipeline
Tenders In Pipeline Tenders In Pipeline Domestic Tenders: International Tenders: Participated in bids worth ₹4,505 Cr Engaged in multiple opportunities currently under evaluation and with promoter support for global approval. expansion. Investor Presentation 16
Slide 17: Domestic Bids: Tapping Growth Opportunities
Domestic Bids: Tapping Growth Opportunities Bid value S. Bid value S.N Opportunity Status / Remarks Opportunity Status / Remarks Rs Cr N Rs Cr Water Division Industrial EPC Tender opened. Evaluation 1 WRD Bihar – Nabanagar 140 under progress. SAIL – RSP – Raw Material 1 450 Bid Submitted Handling Sy
Slide 18: Tender Pipeline: Expanding Bidding Footprint
Tender Pipeline: Expanding Bidding Footprint Particulars H1 FY25 FY24 FY23 Tender Pipeline Tenders Participated - SEPC 1,784.00 3,616.00 2,481.00 8,000 50 46 6,397 6,672 45 43 7,000 Tenders Participated - WOS of SEPC 4,888.00 2,781.00 - 40 6,000 Total Tenders Participated (A) 6,672.00 6,397.00 2,481
Slide 19: Revenue Break-up: Domestic Vs Exports
Revenue Break-up: Domestic Vs Exports (In %) (In %) (In %) (In %) Mar’25 FY24 FY23 FY22 0% 0% 0% 34% 66% 100% 100% 100% I Domestic Exports (In ₹ Cr) Sector Mar’25 FY24 FY23 FY22 Domestic 597.65 560.98 378.84 216.54 Exports - - - 112.91 Total 597.65 560.98 378.84 329.45 Investor Presentation 19
Slide 20: Landmark Projects: Showcasing Execution Excellence
Landmark Projects: Showcasing Execution Excellence Client Description Of Project Water Infrastructure Industrial EPC Drinking Water & Gujarat Water Supply Sanitation department SAIL (Odisha) RINL (AndhraPradesh) and Sewage Board (Jharkhand) Water Supply Project- Comprehensive Water Upgradation of Si
Slide 21: Landmark Projects: Showcasing Execution Excellence
Landmark Projects: Showcasing Execution Excellence Client Description Of Project Power & New Energy Mineral Processing Suryadev Alloys OPG Limited (Tamil Hutti Gold Mines (Tamil Nadu) Nadu) (Karnataka) 2* 80 MW Thermal Power 77 MW Thermal Power Designing, sinking & lining Plant Plant of vertical sha
Slide 22: Geographical Presence: Pan-India & Beyond
Geographical Presence: Pan-India & Beyond Domestic Projects Executed Across 14+ States Uzbekistan Uttar Pradesh Rajasthan West Bengal Bihar Iraq Saudi Gujarat Arabia Jharkhand Oman Odisha Madhya Pradesh Democratic Tanzania Chhattisgarh Republic of Australia Congo Zambia Maharashtra Andhra Pradesh Ex
Slide 23: Marquee Clients: Driving Growth Through Strategic Relationships
Marquee Clients: Driving Growth Through Strategic Relationships Ministry of water and irrigation Basra Governorate, Iraq CMWSSB BUIDCO DWSD KUIDFC Tanzania JUIDCO NHAI UP Jal Nigam DJB TWAD BWSSB BUIDCO Kerala Feeds Limited HGML Nationally and Internationally renowned Customer Investor Presentation
Slide 24: Global Expansion: Strengthening International EPC Footprint
Global Expansion: Strengthening International EPC Footprint Cement Manufacturing Plant – Uzbekistan Civil Infrastructure Agreement – Saudi Arabia • Project Size: Over USD 325 million (₹2,700+ Cr) • Project Size: SAR 893 million (~₹2,200 Cr) • Client: JV OHONGORON SEMENT MS LLC • Client: Roshn Infras
Slide 25: Marketing Strategy: Leveraging Government Initiatives & Sectoral Growth
Marketing Strategy: Leveraging Government Initiatives & Sectoral Growth ADB Urban Water Projects: Steel Plant Expansion: Opportunities in ADB-funded urban water and With 143.91 MTPA capacity, the steel sector offers SEPC sewage projects across Tamil Nadu cities. growth via EPC roles in capex and mod
Slide 26: Jal Jeevan Mission: Transforming Rural Water Infrastructure
Jal Jeevan Mission: Transforming Rural Water Infrastructure 1. Objective To provide safe and adequate drinking water via household tap connections to all rural households by 2024. 2. Core Components • Tap water access • Source sustainability (e.g., rainwater harvesting, greywater reuse) • Water cons
Slide 27: National Vision: Catalysts Driving EPC Sector Momentum
National Vision: Catalysts Driving EPC Sector Momentum Industry Highlights Key Growth Drivers Rapid India's construction sector contributes ~9% urbanization: 40% 1 urban population to GDP. by 2030. Growing 2 industrial demand for water infrastructure. Increased public EPC industry is vital for healt
Slide 28: Water & Wastewater Infrastructure: Market Gaps & Demand Drivers
Water & Wastewater Infrastructure: Market Gaps & Demand Drivers Major government & Market to Only ~30% is Rise in real World Bank- reach USD treated; huge estate and backed programs 3.7B by 2030, STP/UGSS industrial parks. under growing at demand. implementation. 11% CAGR. Industry uses Environmenta
Slide 29: Market Insights: India’s Growing Water & Wastewater Sector
Market Insights: India’s Growing Water & Wastewater Sector India’s EPC market for water treatment projects grew from USD 1.4 billion in 2021 to USD 1.9 billion in 2024, at a CAGR of 11.4%. EPC sector pivotal to India’s water infrastructure Indian Water & Wastewater Treatment Market (USD 1 modernizat
Slide 30: Debt Strategy: Focused On Sustainable Reduction
Debt Strategy: Focused On Sustainable Reduction Initial Debt Profile (Sept 2022): Debt Reduction Timeline (In Cr) • Fund-based debt stood at ₹907 Cr at the time of Resolution Plan implementation. 907.00 • ₹350 Cr was infused by promoter and ₹350 Cr converted into long-dated NCDs and CCDs (₹175 Cr ea
Slide 31: Yearly Key Financial Highlights
Yearly Key Financial Highlights (In ₹ Cr) (In ₹ Cr) (In ₹ Cr) Total Income EBITDA PAT 646.02 607.21 22.78 24.84 98.94 -4.90 FY22 FY23 FY24 FY25 72.49 398.88 340.59 FY22 FY23 FY24 FY25 -35.80 -263.70 -46.29 FY22 FY23 FY24 FY25 Investor Presentation 31
Slide 32: Profit & Loss Statement
Profit & Loss Statement (In ₹ Cr) Particulars FY25 FY24 FY23 FY22 Revenues 597.65 560.98 378.85 329.46 Other Income 48.36 46.23 20.03 11.13 Total Income 646.02 607.21 398.88 340.59 Cost of materials 472.57 466.72 319.05 292.50 Employee costs 32.71 32.25 33.40 36.99 Other expenses 41.80 35.76 92.72 4
Slide 33: Balance Sheet
Balance Sheet (In ₹ Cr) Equities & Liabilities FY25 FY24 FY23 FY22 Assets FY25 FY24 FY23 FY22 Equity 1563.66 1409.81 1321.53 971.53 Non Current Assets Other Equity -57.63 -199.55 -235.03 -233.53 Fixed assets 130.08 133.97 109.75 80.63 Non Controlling Interest 1.66 1.62 1.60 1.47 Non Current Investme
Slide 34: Object Of The Issue
Object Of The Issue Funding for NCD Repayment/prepay Funding for additional To meet existing and General Corporate repayment and ment of company margin on non-fund- additional working Purposes interest borrowings. based limits. capital needs. Security Name SEPC Limited Shareholding Pattern Issue Pri
Slide 35: Stock Data
Stock Data Stock Information NSE Code SEPC BSE Code SEPC ISIN INE964H01014 Share Price ₹ 14.65 Market Capitalization ₹ Cr 2,792.82 No. of Share Outstanding 1,59,01,58,103 Face Value ₹ 10 52 Week High/Low ₹ 31.59/11.15 Share Performance From 1st June 2023 To 4th June 2025 Volume Price 12,00,00,000 30
Slide 36: Core Strengths: Driving Differentiation & Leadership
Core Strengths: Driving Differentiation & Leadership Strong and Proven Project Focus on High- Technical Proficiency: Experienced Execution: Growth Sectors: Leadership: • Successfully completed 7 EPC • Offers advanced, cost- • Strong presence in water, • Led by a seasoned projects in FY24 across wate
Slide 37: Growth Blueprint: Key Strategies Driving Forward Momentum
Growth Blueprint: Key Strategies Driving Forward Momentum Targeting Mid-Size EPC Segment: Promoter-Driven Market Access: • SEPC is focusing on contracts below ₹800 Cr, where • Backed by UAE-based Mark AB Group, offering strong reduced competition offers strategic advantage. financial and market supp
Slide 38: Investment Case: A High-Potential Value Proposition
Investment Case: A High-Potential Value Proposition Diversified EPC Expertise: • SEPC has over two decades of experience executing complex EPC projects across sectors including water, sewerage, roads, mining, power, and steel. 1 • Demonstrates turnkey capabilities with a track record of timely deliv
Slide 39: Thank You
Thank You SEPC Limited Old No. 56/L, New No. 10/1, 3rd Floor, Bascon Futura SV IT Park, Venkatanarayan Road, Parthasarathy Puram, T. Nagar, Chennai, Tamil Nadu, 600017 Email: info@sepc.in Tel: 044-49015678 Website: www.sepc.in