Seamec Limited has informed the Exchange about Investor Presentation
SEAMECLTD · price
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Seamec Limited shared its Q1 FY26 investor presentation alongside its June-quarter results. Consolidated revenue rose 4% year-on-year to Rs. 230.7 crore, while consolidated EBITDA jumped 45% to Rs. 116.7 crore with margins expanding sharply from 36.2% to 50.6%. Consolidated profit after tax grew 52% YoY to Rs. 75.8 crore. On a standalone basis, PAT was Rs. 79.6 crore (up 55% YoY). The company remains net cash positive with negative net debt of Rs. 209 crore (standalone) and a net debt/EBITDA of -0.71x, alongside ROCE of 14% and ROE of 13%. Revenue growth was partly aided by an insurance claim for Seamec Diamond and higher vessel deployment. The acquisition of vessel 'Nusantara' is on track to commence operations from December 2025, and the HAL Anant acquisition is expected to close by October 2025. Fleet efficiency stood at 93% during the quarter.
A strong quarter with sharp margin expansion and a healthy net cash position, though a portion of the revenue boost comes from a one-off insurance claim. Upcoming vessel acquisitions (Nusantara and HAL Anant) could support future growth, and the clean balance sheet gives the company flexibility to pursue further expansion.