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Earnings Call

Seamec Earnings Call: Key Takeaways

Seamec Ltd achieved record FY26 consolidated revenue of ₹1,000 cr, up 47% YoY. Performance driven by high vessel deployment and international subsidiary growth.

Why this was an Alfa AlertNot a filter event. Company reported 'highest-ever' records but did not provide specific prior guidance ranges to measure a material beat against.
Highlights
Revenue growth47% YoY consolidated growth in FY26.
MarginsConsolidated EBITDA margins expanded from 35.8% (FY25) to 44.7% (FY26).
Order bookAwarded O&M for 'Samudra Prabha' and 'Samudra Sevak' (2026–2028).
Demand visibilityStrong, backed by ONGC contract extensions and O&M awards.
Management confidenceHigh, citing strong operational execution and improved vessel utilization.

Growth

FY26 Consolidated Revenue ₹1,000 cr (+47%), EBITDA ₹447.2 cr (+83%), and PAT ₹253.5 cr (+188%).

Outlook

Ongoing acquisition of 'Seamec Anant'; SEAMEC II contract extended with ONGC through August 2026.

Risks

Vessel 'Seamec Paladin' currently stranded in Dubai yard due to West Asia geopolitical risks.

Source

Earnings Call filed with BSE, NSE: SEAMECLTD. Summary written with AI assistance from the document.

Read the document ↗

Seamec Ltd: key numbers

Share price
₹1,712.20
Market cap
₹4,353 Cr
Revenue (annual)
₹952.5 Cr
Net profit (annual)
₹251.4 Cr
P/E (TTM)
16.9×Sector 29.0×
Promoter holding
72.72%+0.00% QoQ
FII holding
5.93%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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