Seamec Limited · NSE:SEAMECLTD
Seamec — Q3 FY26 Earnings Presentation
37 slides from Seamec's earnings presentation, Jan 30, 2026
Slide 1: Investor Presentation Intimation Letter to BSE and NSE
SEAMEC LIMITED A member of MMG l'flJGV,.WAJ..GROJP Regd. Office: A-901-905, 9th Floor, 215 Atrium , Andheri Kurla Road , Andheri (East), Mumbai 400 093, India Tel. : +91-22-6694 1800 • Fax : +91 -22-6694 1818 • E-mail : contact@seamec.in • CIN : L63032MH1986PLC154910 SEAMEC/BSE&NSE/SMO/ INVESTORPRES
Slide 2: Investors Presentation | Q3 FY26
SEAMEC LIMITED Investors Presentation | Q3 FY26
Slide 3: Safe Harbor Statement
Safe Harbor Statement Cl) SEAMEC LIMITED Quarterly Update This presentation and the accompanying slides (the “Presentation”), which have been prepared by Seamec Limited (the “Company” or “Seamec”), have been prepared solely for information purposes and do not constitute any offer, recommendation or
Slide 4: Quarterly Update Q3 FY26
SEAMEC LIMITED Quarterly Update Q3 FY26
Slide 5: Standalone Financial Highlights of Q3 FY26 and 9M FY26
Standalone Financial Highlights of Q3 FY26 and 9M FY26 SEAMEC LIMITED Revenue EBITDA Cash Profit PAT 144 130 101 317 Quarterly 133 91 36 32 -2 -26 Q3 FY25 Q2 FY26 Q3 FY26 Q3 FY25 - 9 Q2 FY26 Q3 FY26 Q3 FY25 -4 Q2 FY26 Q3 FY26 I I I I Q3 FY25 Q2 FY26 ---------------------------------·----------------
Slide 6: Standalone Financial Highlights of Q3 FY26
Standalone Financial Highlights of Q3 FY26 SEAMEC LIMITED Rs. In crore Particulars Q3 FY26 Q3 FY25 Y-o-Y% Q2 FY26 Q-o-Q% Revenue 316.5 132.7 139% 91.4 246% Operating Expenses 172.8 96.4 79% 82.3 110% EBITDA 143.7 36.3 296% 9.2 100% EBITDA Margin 45.4% 27.4% 10.0% Finance Cost 5.6 3.4 68% 4.0 41% Dep
Slide 7: Standalone Financial Highlights of 9M FY26
Standalone Financial Highlights of 9M FY26 SEAMEC LIMITED Rs. In crore Particulars 9M FY26 9M FY25 Y-o-Y% Revenue 630.9 452.2 40% Operating Expenses 362.3 293.2 EBITDA 268.5 159.0 69% EBITDA Margin 42.6% 35.2% Finance Cost 12.5 10.4 Depreciation 88.4 85.7 Profit Before Exceptional Items 167.6 62.9 1
Slide 8: Standalone Key Financial Ratios
Standalone Financial Highlights of 9M FY26 SEAMEC LIMITED Key Financial Ratios ► ► ► Rs. 294 Cr (0.0) X 18% Gross Debt Net Debt/Equity ROCE ► ► ► Rs. (4) Cr (0. 01) X 19% Net Debt Net Debt/EBITDA ROE 77
Slide 9: Consolidated Financial Highlights of Q3 FY26 and 9M FY26
Consolidated Financial Highlights of Q3 FY26 and 9M FY26 SEAMEC LIMITED Revenue EBITDA Cash Profit PAT 331 150 136 100 Quarterly 139 108 34 30 -3 -26 Q3 FY25 Q2 FY26 Q3 FY26 I Q3 FY25 18 1111 Q2 FY26 Q3 FY26 Q3 FY25 - 12 Q2 FY26 Q3 FY26 I I I I Q3 FY25 -----------------------------------------------
Slide 10: Consolidated Financial Highlights of Q3 FY26
Consolidated Financial Highlights of Q3 FY26 SEAMEC LIMITED Rs. In crore Particulars Q3 FY26 Q3 FY25 Y-o-Y% Q2 FY26 Q-o-Q% Revenue 331.4 139.4 138% 107.5 208% + + Operating Expenses 181.2 105.1 72% 89.6 102% + + + EBITDA 150.2 34.3 338% 17.9 740% + + EBITDA Margin 45.3% 24.6% 16.6% + + Finance Cost
Slide 11: Consolidated Financial Highlights of 9M FY26
Consolidated Financial Highlights of 9M FY26 SEAMEC LIMITED Rs. In crore Particulars 9M FY26 9M FY25 Y-o-Y% Revenue 669.7 472.5 42% . . Operating Expenses 384.9 319.7 20% + + EBITDA 284.8 152.9 86% . + EBITDA Margin 42.5% 32.4% I- + Finance Cost 15.0 11.4 + + Depreciation 108.0 97.2 . + Profit Befor
Slide 12: Consolidated Key Financial Ratios
Consolidated Financial Highlights of 9M FY26 SEAMEC LIMITED Key Financial Ratios ► ► ► Rs. 349 Cr (0.04) X 15% Gross Debt Net Debt/Equity ROCE ► ► ► Rs. (50) Cr (0.13) X 16% Net Debt Net Debt/EBITDA ROE 11 11
Slide 13: Business Update
Business Update SEAMEC LIMITED • A trailblazer quarter for Seamec Limited marked with highest ever vessel deployment, contributing to highest Quarterly Revenue and profit. • Successfully completed the turnkey job in revamping of NLM 9 platform of ONGC well before it’s scheduled time through HAL Offs
Slide 14: Company Overview
SEAMEC LIMITED Company Overview
Slide 15: Our Journey
Our Journey SEAMEC LIMITED 2010 ► 2020-21 ► Expansion o Incorporated WOS Expansion o Stepdown Subsidiary • ► • • “Seamec International FZE” “Seamate Shipping FZC” 2023-26 o Formed JV “Seamec Nirman Infra Ltd” for Current Status Tunnel projects o Acquired Aarey Organic Industries Private Limited to c
Slide 16: Company Overview
Company Overview ~ ~ SEAMEC LIMITED SEAMEC Limited is a leading provider of Diving Support Vessels (DSVs) and Offshore Support Vessels (OSVs) with a robust presence both in India and internationally. The company’s fleet includes 6 DSVs, 1 OSV, and 1 Accommodation Barge, all equipped to meet diverse
Slide 17: Key Competitive Strengths
Key Competitive Strengths SEAMEC LIMITED Strong parentage of Technical expertise and Low maintenance cost MMG strengthening financial strength due to proactive financial position and boosting us to a leading preventive maintenance market reputation position in tendering process -- -. . ... ... - --.
Slide 18: Broad Range of Services
Broad Range of Services SEAMEC LIMITED IMR Operations ROV Operations Subsea Construction Pollution Control Fire Fighting Rescue Operations • Carrying out Inspection, • Supporting Remotely • Undertaking operations • Facilitating pollution • Supporting sub-sea fire • Undertaking Rescue Maintenance, an
Slide 19: Our Marquee Clients
Our Marquee Clients SEAMEC LIMITED 3fttro1;;ff i!ft @ 9 L&T Hydrocarbon 6-PO Excellence Through Safety onoc Engineering s~,~~n Al Safeen A~ Zamilr Behar B~lhJ~rr Offshore James Fisher and Sons pie a Se KREUZ SUBSEA ~§- EAGLE Going Beyond Limits B U L K 18
Slide 20: Promoting Environmental and Oceanic Sustainability
Promoting Environmental and Oceanic Sustainability SEAMEC LIMITED Adhering to Ballast Comprehensive Utilizing Low Sulphur Minimizing Plastic Lowering Consumption Water Management Waste Management Content Diesel Use of Electricity and Paper (BWM) Regulations procedures Compliant with IMO regulations
Slide 21: Adhering to Highest Safety Standards
Adhering to Highest Safety Standards SEAMEC LIMITED Complying with QHSE Standards We acknowledge our responsibility towards ensuring environmental sustainability and operational safety and strictly adhere to Quality, Health, Safety, Environmental (QHSE) standards. We are fully compliant with: ISO 90
Slide 22: SEAMEC: Strong Asset Portfolio
SEAMEC LIMITED SEAMEC: Strong Asset Portfolio
Slide 23: Asset Portfolio – Diving Support Vessels
Asset Portfolio – Diving Support Vessels SEAMEC LIMITED o Diving Support Vessels are specialized ships designed to facilitate offshore diving operations quipped with dedicated facilities for divers, advanced diving equipment, and control systems o DSVs provides services, which include S.B.M maintena
Slide 24: Asset Portfolio – Diving Support Vessels
Asset Portfolio – Diving Support Vessels SEAMEC LIMITED 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 23
Slide 25: Asset Portfolio – Offshore Support Vessels
Asset Portfolio – Offshore Support Vessels SEAMEC LIMITED o 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 o They are integral to getting supp
Slide 26: Asset Portfolio – Barge
Asset Portfolio – Barge SEAMEC LIMITED o A barge is a specialized watercraft designed for transporting goods and commodities on navigable waterways such as rivers and canals. o Its distinctive flat-bottomed structure allows it to navigate shallow waters, making it well-suited for inland transportati
Slide 27: Asset Portfolio – Bulk Carrier
Asset Portfolio – Bulk Carrier SEAMEC LIMITED o Bulk carriers are specialized vessels designed for the efficient transportation of large quantities of dry bulk cargo, including commodities like coal, iron ore, and grains. o We own and operate three main fleet shipping bulk carriers of varying tonnag
Slide 28: Indian Industry Landscape
SEAMEC LIMITED Indian Industry Landscape
Slide 29: Future Outlook for India’s Oil & Gas Sector
Future Outlook for India’s Oil & Gas Sector SEAMEC LIMITED Crude Oil Consumption Energy Demand • Forecast Growth: CAGR of 4.59%, reaching 500 million • Growth Rate: Faster than all major global tonnes by FY40 from 223 million tonnes in FY23 economies • Barrel Consumption: • Global Share: Projected t
Slide 30: Recent Developments and Investments in India's Oil & Gas Sector
Recent Developments and Investments in India's Oil & Gas Sector SEAMEC LIMITED Investments • FDI Inflows: FDI Inflows surged 14% to $81.04 billion from $71.28 billion in FY24. • Crude Oil Production: 28.6 MMT during April - March 2025 Production • Peak Production Forecast: Expected mid-decade peak b
Slide 31: Offshore Support Vessel Market Overview (2022 - 2027)
Offshore Support Vessel Market Overview (2022 - 2027) - - - - - - - - - - - - - - - - - SEAMECLIMITED Key Drivers Industry Trends Market Growth Forecast • Expansion of production capabilities. Rising Demand • Enhanced supply chain resilience. Increased global need for oil and natural gas • Focus on
Slide 32: Driving Growth in Offshore Oilfields
Driving Growth in Offshore Oilfields SEAMEC LIMITED *Fig in USD Mn Why Offshore Exploration ? • Depletion of Onshore Reserves: As onshore oil reserves are exhausting; focus 1614 is shifting to offshore exploration. • Higher Potential: Offshore oilfields present significant opportunities due to 14% t
Slide 33: Indian Offshore Oilfield Industry
Indian Offshore Oilfield Industry SEAMEC LIMITED ,' I --------------------------------------------- Current Oil Industry Dynamics ---------------------------------------------, ' I India currently imports about 80% of oil and about 50% gas that it consumes. Fuelled by the fast growth in GDP, the ris
Slide 34: ONGC – A Key Oil & Gas Player
ONGC – A Key Oil & Gas Player India has signed contracts for ten oil and gas exploration blocks offered under the recent Open Acreage Licensing Policy (OALP-VIII) bid round. ONGC emerged as the dominant player in the OALP-VIII bid round, securing seven out of ten blocks Proved Reserves (1P) MMTOE Cr
Slide 35: Experienced Management Team
SEAMEC LIMITED Experienced Management Team
Slide 36: Experienced Management Team
Experienced Management Team SEAMEC LIMITED Board of Directors Key Management Mrs. Ruby Srivastava IRS (Retired) Mr. Vinay Kumar Agarwal Independent Woman Director Chief Financial Officer Retired Civil servant in the Government of India, with more than 35 years experience of overall 25 + Yrs in Finan
Slide 37: Thank You
For further information, please contact: ® SEAMEC LIMITED Registered & Corporate Office A 901-905, 9th Floor, 215 Atrium, Andheri Kurla Road, Andheri East, Mumbai - 400 093 Tel: (022) 6694 1800 Fax: (022) 6694 1818 Email: contact@seamec.in Website: www.seamec.in For more information Sunil Gupta VP-