Please find attached the Investor''s Presentation for the Investor''s Analyst Concall scheduled to be held on 19th May 2026 @ 16:00 hrs

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

SEAMECLTD · 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

+7.3%1-day move

₹1505.00

prior close

₹1604.40

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-1.3+2.2+2.2+1.0+7.3+5.8+6.7+8.2+6.6+6.0+6.1-9.0-9.3—

Up moveDown movePending

AI summary

Seamec Ltd reported its highest-ever annual revenue of Rs. 1,000 crore (consolidated) and PAT of Rs. 253.5 crore for FY26, with Q4 FY26 standalone revenue of Rs. 316.6 crore and PAT of Rs. 87.2 crore. Consolidated EBITDA margin improved significantly to 44.7% from 35.8% in FY25. The company received a Notification of Award for O&M services for two ONGC vessels (Samudra Prabha and Samudra Sevak) for 2026-2028. SEAMEC II contract was extended by ONGC through August 2026, and SEAMEC Diamond resumed operations after dry dock. However, Seamec Paladin remains stranded in Dubai due to the war in West Asia. The company has negative net debt of Rs. 227 crore (consolidated), indicating a strong balance sheet.

Likely market impact

The filing demonstrates strong operational performance with margin expansion and new order wins from ONGC, which is positive for shareholders. The company achieved 47% revenue growth YoY. However, the stranded vessel in Dubai and impairment of UK subsidiary investment are near-term concerns.