ALFA Finder| Management target | Revenue 20.0% next 3-5 years |
|---|
| Revenue growth | 41% YoY growth to ₹297 Cr driven by higher vessel deployment. |
|---|---|
| Margins | EBITDA margins sustainable at 40-42%; offshore segments outperforming onshore. |
| Demand visibility | Strong 3-5 year outlook for specialized offshore vessels in Middle East. |
| Management confidence | Balanced; optimistic on regional demand but cautious on vessel-specific idle times. |
Growth
Revenue rose to ₹297 Cr (consolidated) from ₹211 Cr YoY. Growth is primarily vessel-utilization led.
Outlook
Management targeting 15-20% CAGR over next 3-5 years. $70M Seamec Ananth acquisition to drive future capacity.
Risks
Paladin vessel idle costs and geopolitical risks in Middle East. Maintenance/dry-docking impacts quarterly consistency.
Earnings Call Transcript filed with NSE, NSE: SEAMECLTD. Summary written with AI assistance from the document.
Seamec Ltd: key numbers
- Share price
- ₹1,619.90
- Market cap
- ₹4,119 Cr
- Revenue (annual)
- ₹952.5 Cr
- Net profit (annual)
- ₹251.4 Cr
- P/E (TTM)
- 12.3×Sector 32.3×
- Promoter holding
- 72.72%+0.00% QoQ
- FII holding
- 5.67%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Seamec Ltd
All →Seamec Bags ₹245.7 Cr Order from Larsen & Toubro Limited
Seamec won a Letter of Award from L&T for ONGC's PRP-X subsea work, its scope worth about ₹245.72 crore. Work completes by May 2027.
- Value
- ₹245.7 Cr
- From
- Larsen & Toubro Limited (L&T Energy Hydrocarbon Division)
- Execution
- Work to be completed by May 2027
Seamec Earnings Call Transcript: Key Takeaways
Consolidated Q2 revenue rose 103% to ₹198.1 Cr and EBITDA to ₹38.3 Cr from ₹7.8 Cr. Growth came from fleet additions and deployment; management hedged on the timing of new contracts.
- Call
- Guides 15% growth
Seamec Investor Presentation: Key Takeaways
Consolidated Q2 FY27 revenue Rs198.1Cr (+103%), EBITDA Rs38.3Cr (19.3% margin), PAT Rs50.5Cr including Rs42.4Cr exceptional gain. H1 revenue Rs495Cr (+61%).
Seamec Q2 FY27 Results: Turns Profitable, Net Profit ₹50.5 Cr
Seamec Ltd reported revenue from operations of ₹198.1 Cr (+103.4% YoY) and net profit of ₹50.5 Cr for Q2 FY27.
- Key figure
- Net profit ₹50.5 Cr
Seamec Business Update
Seamec's vessel SEAMEC II was onhired from November 1, 2026 for the PRP-8A and DSF 2 project. No contract value or client was disclosed in this filing.
Seamec Board Meeting Date
Seamec's board meets on 3 November 2026 to consider unaudited quarterly results. The results are not yet approved.