Seamec Limited · NSE:SEAMECLTD
Seamec — Q1 FY27 Earnings Presentation
33 slides from Seamec's earnings presentation, Aug 13, 2026
Slide 1: Intimation of Investor Presentation to BSE and NSE
SEAMEC/BSE&NSE/SMO/ INVESTORPRESENTATION /1308/2026 August 13, 2026 Corporate Relations Department The Manager Listing Department BSE Limited National Stock Exchange of India Limited Phirojee Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block, Dalal Street, Bandra-Kurla Complex, Bandra (East)
Slide 2: SEAMEC Limited Investors Presentation Q1 FY27
SEAMEC LIMITED Investors Presentation | Q1 FY27
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by SEAMEC Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract o
Slide 4: Table Of Contents
Table Of Contents Financial Company Highlights Overview Business Overview Industry Overview Way Ahead
Slide 5: Financial Highlights
Financial Highlights = = =
Slide 6: Chairman's Message
Chairman’s Message We have begun FY27 with a continued focus on operational excellence, disciplined fleet deployment and creating long-term value for our stakeholders. During the quarter, we strengthened our operational capabilities with the successful deployment of key vessels across our fleet, ref
Slide 7: Standalone Financial Highlights – Quarterly
Standalone Financial Highlights – Quarterly Quarterly (Rs. Crore) Revenue EBITDA Cash Profit PAT 315 137 130 87 283 41% 117 124 Q 24% 201 94 13% 81.0 2% 110 80.0 Q4 FY26 Q1 FY26 Q1 FY27 Q4 FY26 Q1 FY26 Q1 FY27 Q4 FY26 Q1 FY26 Q1 FY27 Q4 FY26 Q1 FY26 Q1 FY27 Keyy Highlights • Increase in Revenue attr
Slide 8: Q1 FY27 Standalone Financial Highlights
Q1 FY27 Standalone Financial Highlights Rs. in Crore Q1 FY27 Q1 FY26 Y-o-Y % Q4 FY26 Revenue 283.3 201.4 41% 315.0 Revenue Operating Expenses 108.5 65.1 67% 103.3 Highest ever revenue in Q1 due to Employee Cost 39.1 28.2 39% 34.8 higher deployment of Swordfish, New vessel contracts of Samudra Other
Slide 9: Consolidated Financial Highlights – Quarterly
Consolidated Financial Highlights – Quarterly Revenue EBITDA Cash Profit PAT Quarterly 327 104 Q 297 159 41% 153 124 131 76 7% 81 211 28% 110 19% 97 Q4 FY26 Q1 FY26 Q1 FY27 Q4 FY26 Q1 FY26 Q1 FY27 Q4 FY26 Q1 FY26 Q1 FY27 Q4 FY26 Q1 FY26 Q1 FY27 Keyy Highlights • Increase in Revenue attributable to h
Slide 10: Q1 FY27 Consolidated Financial Highlights
Q1 FY27 Consolidated Financial Highlights Rs. in Crore Q1 FY27 Q1 FY26 Y-o-Y % Q4 FY26 Revenue Revenue 296.9 210.9 41% 327.1 Highest ever revenue in Q1 due to Operating Expenses 113.4 69.4 63% 108.5 higher deployment of Swordfish, Employee Cost 39.1 28.4 38% 35.1 New vessel contracts of Samudra Othe
Slide 11: Key Cons. Balance Sheet Highlights
Key Cons. Balance Sheet Highlights Gross Debt ( Rs. Cr) Net Debt (Rs. Cr) Net Debt to Equity(X) 328 48.00 0.05 307 249 212 FY24 FY25 FY26 YTD FY27 FY24 FY25 FY26 YTD FY27 -0.17 -0.21 -261.00 -227.00 -0.26 -287.00 FY24 FY25 FY26 YTD FY27 Return on Capital Employed* Return on Equity Net Debt to EBITDA
Slide 12: Company Overview
Company Overview
Slide 13: About Us
About Us A leading provider of specialized engineering services to the offshore oil & gas industry, delivering critical solutions across subsea and marine operations About Us Operations Certifications Asset Portfolio • SEAMEC II • Incorporated as Peerless Leasing • Offshore Specialize • ISM certific
Slide 14: Corporate Structure
Corporate Structure Promoter holding in Seamec: ~72.72% Seamec was acquired by HAL Offshore in 2014 from the erstwhile Technip India (Technip) group. Our Subsidiaries Aarey Organic Industries Seamec Nirman Infra Seamec International FZE Seamate Shipping FZC Seamec UK Investments Ltd Private limited
Slide 15: Journey So Far
Journey So Far 2014 Transformation o HAL Offshore Acquires Seamec from Technip 2020-21 Group o Now Part of MMG Group 2010 Expansion o Stepdown Subsidiary “Seamate Shipping FZC” Expansion o Formed JV “Seamec o Incorporated WOS Nirman Infra Ltd” for “Seamec International FZE” Tunnel projects 2023-26 1
Slide 16: Experienced Management Team
Experienced Management Team Mr. Sanjeev Agrawal Chairman Qualification: Masters in Commerce, Masters of Business Administration from Coca-Cola University, Atlanta, USA Experience: Mr. Sanjeev Agrawal is one of the founder of MMG Group. Over the last 26 years, he has played an instrumental role in su
Slide 17: Experienced Management Team
Experienced Management Team Mr. Raghav Chandra IAS (Retired) Mr. Rajesh Kumar Yaduvanshi Independent Director Independent Director Retired Civil Servant with Government of India, superannuated to the Mr. Rajesh Yaduvanshi is a Doctorate in Philosophy and Masters in rank of Secretary. Holds expertise
Slide 18: Experienced Management Team
Experienced Management Team Mr. Ashok Verma Mr. S. N Mohanty Chief Financial Officer President - Corporate Affairs, Legal & CS Mr. Ashok Verma is a Chartered Accountant with 26+ years of Mr S.N. Mohanty is Masters in Commerce, CS, CWA and has a diversified experience in finance, accounting, treasury
Slide 19: Key Strengths
Key Strengths A formidable player in Vibrant leadership and Healthy Financial Competent and prudent offshore shipping competent management position with adequate commercial management backed by India’s largest bandwidth having strong liquidity providing facilitating revenue visibility fleet of multi
Slide 20: Business Overview
Business Overview Q1 FY27
Slide 21: Asset Portfolio – Diving Support Vessels
Asset Portfolio – Diving Support Vessels Diving Support Vessels are specialized ships designed to facilitate offshore SEAMEC II diving operations equipped with dedicated facilities for divers, advanced diving equipment, and control systems Built Year: 1982 Procurement Year: 1993 Gross Tonnage: 4,503
Slide 22: Asset Portfolio – Diving Support Vessels
Asset Portfolio – Diving Support Vessels SEAMEC PALADIN SEAMEC SWORDFISH SEAMEC AGASTYA Built Year: 2008 Built Year: 2007 Built Year: 2010 Procurement Year: 2021 Procurement Year: 2023 Procurement Year: 2025 Gross Tonnage: 5,648 Gross Tonnage: 5,372 Gross Tonnage: 5,001
Slide 23: Asset Portfolio – Offshore Support Vessels
Asset Portfolio – Offshore Support Vessels • Offshore Support Vessels (OSVs) are specially designed ships for the logistical servicing of offshore platforms and subsea installations, from installation through the full-service life of offshore fields • Critical support assets for offshore logistics a
Slide 24: Asset Portfolio – Barge
Asset Portfolio – Barge • A barge is a specialized vessel designed for Offshore operations. SEAMEC GLORIOUS (BARGE) • One of the key features of barges is their significant capacity Built Year: 2006 making them highly cost-efficient for accommodation and Project material management. Procurement Year
Slide 25: Asset Portfolio – Bulk Carrier
Asset Portfolio – Bulk Carrier Bulk Carrier Operations Providing Revenue Diversification SEAMEC operates its bulk carrier business through its wholly owned subsidiary SEAMEC International FZE and step- down subsidiary SEAMEC Shipping FZC, serving global dry bulk transportation markets. Strategic Rel
Slide 26: Fleet Expansion & Capital Allocation
Fleet Expansion & Capital Allocation Fleet Expansion Supporting Future Growth Recent Additions • SEAMEC Agastya commenced operations during FY26 • SEAMEC Diamond resumed operations after statutory dry docking Upcoming Growth • Proposed acquisition of SEAMEC Anant from HAL Offshore • Expected to enha
Slide 27: Industry Overview
Industry Overview Q1 FY27
Slide 28: Global Offshore Marine Services Market
Global Offshore Marine Services Market Global Offshore Services Industry in Structural Upcycle The global offshore marine services industry is benefiting from rising offshore E&P investments, ageing offshore infrastructure and structurally constrained vessel supply. Market Segment 2024-2025 Market S
Slide 29: India Offshore Opportunity
India Offshore Opportunity Domestic Offshore Activity Accelerating India Offshore Market • India OSV market estimated at ~$1.5 billion • ONGC remains the dominant demand driver for offshore vessels • Offshore facilities pipeline includes 25 offshore installations and 1,000+ km of subsea pipelines ov
Slide 30: India's Offshore Capex Cycle
India’s Offshore Capex Cycle Government Launches "Samudra Manthan" – National Offshore Exploration Scheme Key Highlights • Government of India approved National Offshore Exploration Scheme ("Samudra Manthan"). • Total outlay: ₹84,084 crore through FY2030-31. • Financial assistance of up to 50% of el
Slide 31: Indian Growing Offshore Exploration Footprint
Indian Growing Offshore Exploration Footprint Exploration Activity Continues to Expand Key Indicators OALP Round IX India's crude oil ONGC contributes awarded 28 import dependency 66% of India's oil exploration blocks increased to 88.2% production and 58% including 12 ultra- in FY25 of gas productio
Slide 32: Key Growth Drivers for Offshore Services Industry
Key Growth Drivers for Offshore Services Industry Growth Driver Impact on SEAMEC Deepwater Exploration Growth Very High Global Upstream Capex Recovery High Created by Bruno Gätjens González Ageing Offshore Infrastructure Very High Offshore Decommissioning Market Medium ONGC KG Basin Development Very
Slide 33: Thank You
Thank You SEAMEC Limited Adfactors PR Private Limited Mr. Sunil Gupta Mr. Rupesh Rege sgupta@seamec.in rupesh.rege@Adfactorspr.com 91-9811347372 91-9594918891 www.seamec.in Mr. Tejpal Singh tejpal.singh@Adfactorspr.com www.adfactorspr.com