Seamec Limited has informed the Exchange about Investor Presentation

Promoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDF

SEAMECLTD · price

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▲ 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—

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AI summary

Seamec Limited reported its highest-ever annual revenue and profitability in FY26. Standalone revenue grew 44% YoY to Rs. 947.5 crore with EBITDA of Rs. 406.9 crore (54% YoY growth) and PAT of Rs. 242.4 crore (110% YoY growth). Consolidated revenue crossed Rs. 1,000 crore for the first time at Rs. 1,000 crore (47% YoY), with EBITDA of Rs. 447.2 crore (83% YoY) and PAT of Rs. 253.5 crore (188% YoY). Q4 FY26 standalone revenue was Rs. 316.6 crore (53% YoY) but EBITDA margin compressed to 43.7% from 50.5% in Q4 FY25. Key business developments include extension of SEAMEC II contract by ONGC through August 2026, resumption of SEAMEC Diamond operations, and receipt of a Notification of Award for O&M services for two ONGC vessels (2026-2028). The company completed acquisition of Seamec Agastya in August 2025 and is in process of acquiring Seamec Anant from parent HAL Offshore. Seamec Paladin remains stranded in Dubai dry dock due to West Asia conflict.

Likely market impact

Strong operational performance with fleet expansion and higher vessel deployment driving record profitability. The margin compression in Q4 and geopolitical risk to vessel operations are key monitoring points for investors.