Seamec Limited · NSE:SEAMECLTD
Seamec — Q1 FY2025 Earnings Presentation
35 slides from Seamec's earnings presentation, Aug 9, 2024
Slide 1: Intimation letter to BSE Limited
SEAMEC/BSE/PRESENATION/SMO/0908/2024 August 09, 2024 BSE Limited Phirojee Jeejeebhoy Towers, Dalal Street, Mumbai – 400001 Trading Symbol: 526807 Sub: Investor Presentation of the Investor Meet of SEAMEC LIMITED (‘the Company’) Ref: a. Regulation 30 (read with Schedule III -Part A) of Securities Exc
Slide 2: Intimation letter to NSE
SEAMEC/NSE/PRESENATION/SMO/0908/2024 August 09, 2024 National Stock Exchange of India Limited Exchange Plaza Plot No. C/1, G Block, Bandra-Kurla Complex, Bandra (East) Mumbai - 400 051 Trading Symbol: “SEAMECLTD” Sub: Investor Presentation of the Investor Meet of SEAMEC LIMITED (‘the Company’) Ref:
Slide 3: Investors Presentation Q1 FY25
/ŶǀĞƐƚŽƌƐWƌĞƐĞŶƚĂƚŝŽŶͮYϭ&zϮϱ
Slide 4: Safe Harbor Statement
^ĂĨĞ,ĂƌďŽƌ^ƚĂƚĞŵĞŶƚ YƵĂƌƚĞƌůLJhƉĚĂƚĞ dŚŝƐ ƉƌĞƐĞŶƚĂƚŝŽŶ ĂŶĚ ƚŚĞ ĂĐĐŽŵƉĂŶLJŝŶŐ ƐůŝĚĞƐ ;ƚŚĞ ͞WƌĞƐĞŶƚĂƚŝŽŶ͟Ϳ͕ ǁŚŝĐŚ ŚĂǀĞ ďĞĞŶ ƉƌĞƉĂƌĞĚ ďLJ ^ĞĂŵĞĐ >ŝŵŝƚĞĚ ;ƚŚĞ ͞ŽŵƉĂŶLJ͟ Žƌ ͞^ĞĂŵĞĐ͟Ϳ͕ ŚĂǀĞ ďĞĞŶ ƉƌĞƉĂƌĞĚ ƐŽůĞůLJ ĨŽƌ ŝŶĨŽƌŵĂƚŝŽŶ ƉƵƌƉŽƐĞƐ ĂŶĚ ĚŽ ŶŽƚ ĐŽŶƐƚŝƚƵƚĞ ĂŶLJ ŽĨĨĞƌ͕ ƌĞĐŽŵŵĞŶĚĂƚŝŽŶ Žƌ ŝŶǀŝƚĂƚŝŽŶ ƚŽ ƉƵƌĐŚĂƐĞ
Slide 5: SEAMEC Limited Quarterly Update
SEAMEC LIMITED Quarterly Update
Slide 6: Standalone Financial Highlights of Q1 FY25
^ƚĂŶĚĂůŽŶĞ&ŝŶĂŶĐŝĂů,ŝŐŚůŝŐŚƚƐŽĨYϭ&zϮϱ ZĞǀĞŶƵĞ Wd Ϯϯϰ Ϯϭϴ ϳϲ ϮϬϳ ϱϭ ϰϱ Yϭ&zϮϰ Yϰ&zϮϰ Yϭ&zϮϱ Yϭ&zϮϰ Yϰ&zϮϰ Yϭ&zϮϱ /d ĂƐŚWƌŽĨŝƚ ϭϬϱ ϭϬϰ ϴϲ ϳϵ ϳϭ ϲϬ Yϭ&zϮϰ Yϰ&zϮϰ Yϭ&zϮϱ Yϭ&zϮϰ Yϰ&zϮϰ Yϭ&zϮϱ ϰ
Slide 7: Standalone Financial Highlights of Q1 FY25
^ƚĂŶĚĂůŽŶĞ&ŝŶĂŶĐŝĂů,ŝŐŚůŝŐŚƚƐŽĨYϭ&zϮϱ ZƐ͘/ŶĐƌŽƌĞ WĂƌƚŝĐƵůĂƌƐ Yϭ&zϮϱ Yϭ&zϮϰ zͲŽͲzй Yϰ&zϮϰ YͲŽͲYй ZĞǀĞŶƵĞ Ϯϭϳ͘ϴ ϮϬϲ͘ϳ ϱй Ϯϯϰ͘ϯ Ͳϳй KƉĞƌĂƚŝŶŐdžƉĞŶƐĞƐ ϭϯϭ͘ϳ ϭϰϳ͘Ϭ ϭϮϵ͘ϱ /d ϴϲ͘Ϯ ϱϵ͘ϳ ϰϰй ϭϬϰ͘ϴ Ͳϭϴй /dDĂƌŐŝŶ ϯϵ͘ϱй Ϯϴ͘ϵй ϰϰ͘ϳй &ŝŶĂŶĐĞŽƐƚ ϯ͘ϲ ϭ͘ϯ ϯ͘ϵ ĂƐŚWƌŽĨŝƚ ϳϵ͘ϭ ϳϭ͘ϰ ϭϭй ϭϬϯ͘ϳ ͲϮϰй ĞƉƌĞĐŝĂƚŝŽŶ Ϯϳ͘ϲ Ϯϲ͘Ϭ Ϯ
Slide 8: Standalone Financial Highlights: Key Financial Ratios
^ƚĂŶĚĂůŽŶĞ&ŝŶĂŶĐŝĂů,ŝŐŚůŝŐŚƚƐŽĨYϭ&zϮϱ <ĞLJ&ŝŶĂŶĐŝĂůZĂƚŝŽƐ ZƐ͘Ϯϭϰƌ ;Ϭ͘ϬϰͿy ϭϴй 'ƌŽƐƐĞďƚ EĞƚĞďƚͬƋƵŝƚLJ ZK ZƐ͘;ϯϳͿƌ ;Ϭ͘ϭϮͿy Ϯϭй EĞƚĞďƚ EĞƚĞďƚͬ/d ZK 6ϲ
Slide 9: Consolidated Financial Highlights of Q1 FY25
ŽŶƐŽůŝĚĂƚĞĚ&ŝŶĂŶĐŝĂů,ŝŐŚůŝŐŚƚƐŽĨYϭ&zϮϱ ZĞǀĞŶƵĞ Wd ϮϰϬ ϮϮϯ ϮϮϰ ϱϯ ϱϬ Ϯϲ Yϭ&zϮϰ Yϰ&zϮϰ Yϭ&zϮϱ Yϭ&zϮϰ Yϰ&zϮϰ Yϭ&zϮϱ /d ĂƐŚWƌŽĨŝƚ ϵϬ ϴϴ ϴϭ ϴϮ ϲϭ ϱϴ Yϭ&zϮϰ Yϰ&zϮϰ Yϭ&zϮϱ Yϭ&zϮϰ Yϰ&zϮϰ Yϭ&zϮϱ ϳ
Slide 10: Consolidated Financial Highlights of Q1 FY25
ŽŶƐŽůŝĚĂƚĞĚ&ŝŶĂŶĐŝĂů,ŝŐŚůŝŐŚƚƐŽĨYϭ&zϮϱ ZƐ͘/ŶĐƌŽƌĞ WĂƌƚŝĐƵůĂƌƐ Yϭ&zϮϱ Yϭ&zϮϰ zͲŽͲzй Yϰ&zϮϰ YͲŽͲYй ZĞǀĞŶƵĞ ϮϮϮ͘ϵ ϮϮϰ͘ϰ Ͳϭй Ϯϯϵ͘ϱ Ͳϳй KƉĞƌĂƚŝŶŐdžƉĞŶƐĞƐ ϭϰϮ͘Ϯ ϭϲϯ͘ϲ ϭϰϵ͘ϭ /d ϴϬ͘ϳ ϲϬ͘ϴ ϯϯй ϵϬ͘ϰ Ͳϭϭй /dDĂƌŐŝŶ ϯϲ͘Ϯй Ϯϳ͘ϭй ϯϳ͘ϴй &ŝŶĂŶĐĞŽƐƚ ϯ͘ϵ Ϯ͘ϱ ϱ͘ϭ ĂƐŚWƌŽĨŝƚ ϴϮ͘Ϭ ϱϴ͘ϭ ϯϮй ϴϴ͘Ϭ ͲϭϬй ĞƉƌĞĐŝĂƚŝŽŶ ϯϮ͘ϭ ϯϮ͘Ϯ ϯ
Slide 11: Consolidated Financial Highlights: Key Financial Ratios
ŽŶƐŽůŝĚĂƚĞĚ&ŝŶĂŶĐŝĂů,ŝŐŚůŝŐŚƚƐŽĨYϭ&zϮϱ <ĞLJ&ŝŶĂŶĐŝĂůZĂƚŝŽƐ ZƐ͘Ϯϱϭƌ ;Ϭ͘ϭϬͿy ϭϯй 'ƌŽƐƐĞďƚ EĞƚĞďƚͬƋƵŝƚLJ ZK ZƐ͘;ϵϮͿƌ ;Ϭ͘ϯϮͿy ϭϱй EĞƚĞďƚ EĞƚĞďƚͬ/d ZK 9ϵ
Slide 12: SEAMEC Limited Company Overview
S$ SEAMEC LIMITED Company Overview
Slide 13: Our Journey
KƵƌ:ŽƵƌŶĞLJ ϮϬϭϬ ϮϬϮϬͲϮϭ džƉĂŶƐŝŽŶ džƉĂŶƐŝŽŶ o ^ƚĞƉĚŽǁŶ^ƵďƐŝĚŝĂƌLJ o /ŶĐŽƌƉŽƌĂƚĞĚtK^ ͞^ĞĂŵĂƚĞ ^ŚŝƉƉŝŶŐ&͟ ͞^ĞĂŵĞĐ /ŶƚĞƌŶĂƚŝŽŶĂů&͟ o &ŽƌŵĞĚ:s͞^ĞĂŵĞĐ EŝƌŵĂŶ /ŶĨƌĂ>ƚĚ͟ĨŽƌ dƵŶŶĞůƉƌŽũĞĐƚƐ ϮϬϮϯͲϮϰ ϭϵϴϲͲϮϬϬϭ ƵƌƌĞŶƚ^ƚĂƚƵƐ ϮϬϭϰ KƌŝŐŝŶ o ĐƋƵŝƌĞĚĂƌĞLJKƌŐĂŶŝĐ /ŶĚƵƐƚƌŝĞƐWƌŝǀĂƚĞ>ŝŵŝƚĞĚƚŽ o /ŶĐŽƌƉŽƌĂƚĞĚĂƐWĞĞƌůĞƐƐ dƌĂŶ
Slide 14: Company Overview
ŽŵƉĂŶLJKǀĞƌǀŝĞǁ ^D >ŝŵŝƚĞĚ ŝƐ Ă ůĞĂĚŝŶŐ ƉƌŽǀŝĚĞƌ ŽĨ ŝǀŝŶŐ ^ƵƉƉŽƌƚ sĞƐƐĞůƐ ;^sƐͿ ĂŶĚ KĨĨƐŚŽƌĞ ^ƵƉƉŽƌƚ sĞƐƐĞůƐ ;K^sƐͿ ǁŝƚŚ Ă ƌŽďƵƐƚ ƉƌĞƐĞŶĐĞ ďŽƚŚ ŝŶ /ŶĚŝĂ ĂŶĚ ŝŶƚĞƌŶĂƚŝŽŶĂůůLJ͘ dŚĞ ĐŽŵƉĂŶLJ͛Ɛ ĨůĞĞƚ ŝŶĐůƵĚĞƐ ϱ ^sƐ͕ ϭ K^s͕ ĂŶĚ ϭ ĐĐŽŵŵŽĚĂƚŝŽŶ ĂƌŐĞ͕ Ăůů ĞƋƵŝƉƉĞĚ ƚŽ ŵĞĞƚ ĚŝǀĞƌƐĞ ŽĨĨƐŚŽƌĞ ŶĞĞĚƐ͘ ^D ŝƐ ĐŽŵŵŝƚƚĞ
Slide 15: Key Competitive Strengths
<ĞLJŽŵƉĞƚŝƚŝǀĞ^ƚƌĞŶŐƚŚƐ ^ƚƌŽŶŐƉĂƌĞŶƚĂŐĞŽĨ dĞĐŚŶŝĐĂůĞdžƉĞƌƚŝƐĞĂŶĚ >ŽǁŵĂŝŶƚĞŶĂŶĐĞĐŽƐƚ DD'ƐƚƌĞŶŐƚŚĞŶŝŶŐ ĨŝŶĂŶĐŝĂůƐƚƌĞŶŐƚŚ ĚƵĞƚŽƉƌŽĂĐƚŝǀĞ ĨŝŶĂŶĐŝĂůƉŽƐŝƚŝŽŶĂŶĚ ďŽŽƐƚŝŶŐƵƐƚŽĂůĞĂĚŝŶŐ ƉƌĞǀĞŶƚŝǀĞŵĂŝŶƚĞŶĂŶĐĞ ŵĂƌŬĞƚƌĞƉƵƚĂƚŝŽŶ ƉŽƐŝƚŝŽŶŝŶƚĞŶĚĞƌŝŶŐ ƉƌŽĐĞƐƐ Ϭϭ ϬϮ Ϭϯ Ϭϰ Ϭϱ Ϭϲ Ϭϳ ĨŽƌŵŝĚĂďůĞƉůĂLJĞƌŝŶ sŝďƌĂŶƚůĞĂĚĞƌƐŚŝƉĂŶ
Slide 16: Broad Range of Services
ƌŽĂĚZĂŶŐĞŽĨ^ĞƌǀŝĐĞƐ /DZKƉĞƌĂƚŝŽŶƐ ZKsKƉĞƌĂƚŝŽŶƐ ^ƵďƐĞĂŽŶƐƚƌƵĐƚŝŽŶ WŽůůƵƚŝŽŶŽŶƚƌŽů &ŝƌĞ&ŝŐŚƚŝŶŐ ZĞƐĐƵĞKƉĞƌĂƚŝŽŶƐ • ĂƌƌLJŝŶŐŽƵƚ/ŶƐƉĞĐƚŝŽŶ͕ • ^ƵƉƉŽƌƚŝŶŐZĞŵŽƚĞůLJ • hŶĚĞƌƚĂŬŝŶŐŽƉĞƌĂƚŝŽŶƐ • &ĂĐŝůŝƚĂƚŝŶŐƉŽůůƵƚŝŽŶ • ^ƵƉƉŽƌƚŝŶŐƐƵďͲƐĞĂĨŝƌĞ • hŶĚĞƌƚĂŬŝŶŐZĞƐĐƵĞ DĂŝŶƚĞŶĂŶĐĞ͕ĂŶĚZĞƉĂŝƌ KƉĞƌĂƚĞĚsĞŚŝĐůĞƐ;ZKsƐͿ ƐƵĐŚĂƐ
Slide 17: Our Marquee Clients
KƵƌDĂƌƋƵĞĞůŝĞŶƚƐ KŝůĨŝĞůĚ^ĞƌǀŝĐĞƐ ƵůŬĂƌƌŝĞƌ^ĞƌǀŝĐĞƐ ϭϱ
Slide 18: Promoting Environmental and Oceanic Sustainability
WƌŽŵŽƚŝŶŐŶǀŝƌŽŶŵĞŶƚĂůĂŶĚKĐĞĂŶŝĐ^ƵƐƚĂŝŶĂďŝůŝƚLJ ĚŚĞƌŝŶŐƚŽĂůůĂƐƚ ŽŵƉƌĞŚĞŶƐŝǀĞ hƚŝůŝnjŝŶŐ>Žǁ^ƵůƉŚƵƌ DŝŶŝŵŝnjŝŶŐWůĂƐƚŝĐ >ŽǁĞƌŝŶŐŽŶƐƵŵƉƚŝŽŶ tĂƚĞƌDĂŶĂŐĞŵĞŶƚ tĂƐƚĞDĂŶĂŐĞŵĞŶƚ ŽŶƚĞŶƚŝĞƐĞů hƐĞ ŽĨůĞĐƚƌŝĐŝƚLJĂŶĚWĂƉĞƌ ;tDͿZĞŐƵůĂƚŝŽŶƐ ƉƌŽĐĞĚƵƌĞƐ ŽŵƉůŝĂŶƚǁŝƚŚ/DKƌĞŐƵůĂƚŝŽŶƐ ůůǀĞƐƐĞůƐĨƵůůLJĐŽŵƉůŝĂŶƚĂƐƉĞƌ ŽŵƉůŝĂŶƚǁŝƚŚDĂŚĂ
Slide 19: Adhering to Highest Safety Standards
ĚŚĞƌŝŶŐƚŽ,ŝŐŚĞƐƚ^ĂĨĞƚLJ^ƚĂŶĚĂƌĚƐ ŽŵƉůLJŝŶŐǁŝƚŚY,^^ƚĂŶĚĂƌĚƐ tĞĂĐŬŶŽǁůĞĚŐĞŽƵƌƌĞƐƉŽŶƐŝďŝůŝƚLJƚŽǁĂƌĚƐĞŶƐƵƌŝŶŐ ĞŶǀŝƌŽŶŵĞŶƚĂůƐƵƐƚĂŝŶĂďŝůŝƚLJĂŶĚŽƉĞƌĂƚŝŽŶĂůƐĂĨĞƚLJĂŶĚ ƐƚƌŝĐƚůLJĂĚŚĞƌĞƚŽYƵĂůŝƚLJ͕,ĞĂůƚŚ͕^ĂĨĞƚLJ͕ŶǀŝƌŽŶŵĞŶƚĂů ;Y,^ͿƐƚĂŶĚĂƌĚƐ͘ tĞĂƌĞĨƵůůLJĐŽŵƉůŝĂŶƚǁŝƚŚ͗ /^KϵϬϬϭ͗ϮϬϭϱ /^KϭϰϬϬϭ͗ϮϬϭϴ /^KϰϱϬϬϭ͗ϮϬϭϴ DĂƌŝŶĞ DĂŶĂŐĞ
Slide 20: SEAMEC: Strong Asset Portfolio
SEAMEC LIMITED SEAMEC: Strong Asset Portfolio
Slide 21: Asset Portfolio – Diving Support Vessels
ƐƐĞƚWŽƌƚĨŽůŝŽʹ ŝǀŝŶŐ^ƵƉƉŽƌƚsĞƐƐĞůƐ o ŝǀŝŶŐ^ƵƉƉŽƌƚsĞƐƐĞůƐĂƌĞƐƉĞĐŝĂůŝnjĞĚƐŚŝƉƐĚĞƐŝŐŶĞĚƚŽĨĂĐŝůŝƚĂƚĞŽĨĨƐŚŽƌĞĚŝǀŝŶŐŽƉĞƌĂƚŝŽŶƐƋƵŝƉƉĞĚǁŝƚŚĚĞĚŝĐĂƚĞĚ ĨĂĐŝůŝƚŝĞƐĨŽƌĚŝǀĞƌƐ͕ĂĚǀĂŶĐĞĚĚŝǀŝŶŐĞƋƵŝƉŵĞŶƚ͕ĂŶĚĐŽŶƚƌŽůƐLJƐƚĞŵƐ o ^sƐƉƌŽǀŝĚĞƐƐĞƌǀŝĐĞƐ͕ǁŚŝĐŚŝŶĐůƵĚĞ^͘͘DŵĂŝŶƚĞŶĂŶĐĞƌĞŵŽǀĂůĂŶĚŝŶƐƚĂůůĂƚŝŽŶƐ͕WůĂƚĨŽƌŵ͕ZŝƐĞƌĂŶĚWŝƉĞůŝŶĞ
Slide 22: Asset Portfolio – Diving Support Vessels
ƐƐĞƚWŽƌƚĨŽůŝŽʹ ŝǀŝŶŐ^ƵƉƉŽƌƚsĞƐƐĞůƐ ^DW>/E ^D^tKZ&/^, ƵŝůƚzĞĂƌ͗ϮϬϬϴ ƵŝůƚzĞĂƌ͗ϮϬϬϳ WƌŽĐƵƌĞŵĞŶƚzĞĂƌ͗ϮϬϮϭ WƌŽĐƵƌĞŵĞŶƚzĞĂƌ͗ϮϬϮϯ 'ƌŽƐƐdŽŶŶĂŐĞ͗ϱ͕ϲϰϴ 'ƌŽƐƐdŽŶŶĂŐĞ͗ϱ͕ϯϳϮ ϮϬ
Slide 23: Asset Portfolio – Offshore Support Vessels
ƐƐĞƚWŽƌƚĨŽůŝŽʹ KĨĨƐŚŽƌĞ^ƵƉƉŽƌƚsĞƐƐĞůƐ o KĨĨƐŚŽƌĞ^ƵƉƉŽƌƚsĞƐƐĞůƐ;K^sƐͿĂƌĞƐƉĞĐŝĂůůLJĚĞƐŝŐŶĞĚƐŚŝƉƐĨŽƌƚŚĞůŽŐŝƐƚŝĐĂůƐĞƌǀŝĐŝŶŐŽĨŽĨĨƐŚŽƌĞƉůĂƚĨŽƌŵƐĂŶĚƐƵďƐĞĂ ŝŶƐƚĂůůĂƚŝŽŶƐ͕ĨƌŽŵŝŶƐƚĂůůĂƚŝŽŶƚŚƌŽƵŐŚƚŚĞĨƵůůͲƐĞƌǀŝĐĞůŝĨĞŽĨŽĨĨƐŚŽƌĞĨŝĞůĚƐ o dŚĞLJĂƌĞŝŶƚĞŐƌĂůƚŽŐĞƚƚŝŶŐƐƵƉƉůŝĞƐĂŶĚŵĂƚĞƌŝĂůƐǁŚĞƌĞƚŚĞLJŶĞĞĚƚŽŐŽ͕ĂƐǁĞůůĂƐďƵŝůĚŝŶŐ
Slide 24: Asset Portfolio – Barge
ƐƐĞƚWŽƌƚĨŽůŝŽʹ ĂƌŐĞ o ďĂƌŐĞŝƐĂƐƉĞĐŝĂůŝnjĞĚǁĂƚĞƌĐƌĂĨƚĚĞƐŝŐŶĞĚĨŽƌƚƌĂŶƐƉŽƌƚŝŶŐŐŽŽĚƐĂŶĚĐŽŵŵŽĚŝƚŝĞƐŽŶŶĂǀŝŐĂďůĞǁĂƚĞƌǁĂLJƐƐƵĐŚĂƐ ƌŝǀĞƌƐĂŶĚĐĂŶĂůƐ͘ o /ƚƐĚŝƐƚŝŶĐƚŝǀĞĨůĂƚͲďŽƚƚŽŵĞĚƐƚƌƵĐƚƵƌĞĂůůŽǁƐŝƚƚŽŶĂǀŝŐĂƚĞƐŚĂůůŽǁǁĂƚĞƌƐ͕ŵĂŬŝŶŐŝƚǁĞůůͲƐƵŝƚĞĚĨŽƌŝŶůĂŶĚ ƚƌĂŶƐƉŽƌƚĂƚŝŽŶ͘ o KŶĞŽĨƚŚĞŬĞLJĨĞĂƚƵƌĞƐŽĨďĂƌŐĞƐŝƐƚŚĞŝƌƐŝŐŶŝĨŝĐĂŶƚĐ
Slide 25: Asset Portfolio – Bulk Carrier
ƐƐĞƚWŽƌƚĨŽůŝŽʹ ƵůŬĂƌƌŝĞƌ o ƵůŬĐĂƌƌŝĞƌƐĂƌĞƐƉĞĐŝĂůŝnjĞĚǀĞƐƐĞůƐĚĞƐŝŐŶĞĚĨŽƌƚŚĞĞĨĨŝĐŝĞŶƚƚƌĂŶƐƉŽƌƚĂƚŝŽŶŽĨůĂƌŐĞƋƵĂŶƚŝƚŝĞƐŽĨĚƌLJďƵůŬĐĂƌŐŽ͕ŝŶĐůƵĚŝŶŐ ĐŽŵŵŽĚŝƚŝĞƐ ůŝŬĞĐŽĂů͕ŝƌŽŶŽƌĞ͕ĂŶĚŐƌĂŝŶƐ͘ o tĞŽǁŶĂŶĚŽƉĞƌĂƚĞƚŚƌĞĞŵĂŝŶĨůĞĞƚƐŚŝƉƉŝŶŐďƵůŬĐĂƌƌŝĞƌƐŽĨǀĂƌLJŝŶŐƚŽŶŶĂŐĞĐĂƉĂĐŝƚŝĞƐ͕ƉŽƐŝƚŝŽŶŝŶŐƵƐƚŽĐĂƉŝƚĂůŝnjĞ ŽƉƉŽƌƚƵŶŝƚŝĞƐŝŶĐŚĂ
Slide 26: Indian Industry Landscape
S$ SEAMEC LIMITED Indian Industry Landscape
Slide 27: Future Outlook for India's Oil & Gas Sector
&ƵƚƵƌĞKƵƚůŽŽŬĨŽƌ/ŶĚŝĂ͛ƐKŝůΘ'ĂƐ^ĞĐƚŽƌ ƌƵĚĞKŝůŽŶƐƵŵƉƚŝŽŶ ŶĞƌŐLJĞŵĂŶĚ • &ŽƌĞĐĂƐƚ'ƌŽǁƚŚ͗'ZŽĨϰ͘ϱϵй͕ƌĞĂĐŚŝŶŐϱϬϬŵŝůůŝŽŶ • 'ƌŽǁƚŚZĂƚĞ͗&ĂƐƚĞƌƚŚĂŶĂůůŵĂũŽƌŐůŽďĂů ƚŽŶŶĞƐ ďLJ&zϰϬĨƌŽŵϮϮϯŵŝůůŝŽŶƚŽŶŶĞƐ ŝŶ&zϮϯ ĞĐŽŶŽŵŝĞƐ • ĂƌƌĞůŽŶƐƵŵƉƚŝŽŶ͗ • 'ůŽďĂů^ŚĂƌĞ͗WƌŽũĞĐƚĞĚƚŽĚŽƵďůĞďLJϮϬϯϱ o &zϮϮ͗ϰ͘ϬϱDW o ϮϬϯϬ͗ϳ͘ϮDW o ϮϬϱϬ͗ϵ͘ϮDW ŝĞ
Slide 28: Recent Developments and Investments in India's Oil & Gas Sector
ZĞĐĞŶƚĞǀĞůŽƉŵĞŶƚƐĂŶĚ/ŶǀĞƐƚŵĞŶƚƐŝŶ/ŶĚŝĂΖƐKŝůΘ'ĂƐ^ĞĐƚŽƌ • &//ŶĨůŽǁƐ͗h^Ψϴ͘ϭϵďŝůůŝŽŶŝŶƉĞƚƌŽůĞƵŵĂŶĚŶĂƚƵƌĂůŐĂƐƐĞĐƚŽƌ;ƉƌŝůϮϬϬϬͲ DĂƌĐŚ /ŶǀĞƐƚŵĞŶƚƐ ϮϬϮϰͿ • ƌƵĚĞKŝůWƌŽĚƵĐƚŝŽŶ͗Ϯϵ͘ϰDDdĚƵƌŝŶŐƉƌŝůͲ DĂƌĐŚϮϬϮϰ WƌŽĚƵĐƚŝŽŶ • WĞĂŬWƌŽĚƵĐƚŝŽŶ&ŽƌĞĐĂƐƚ͗džƉĞĐƚĞĚŵŝĚͲĚĞĐĂĚĞƉĞĂŬďĞƚǁĞĞŶϮϬϮϯͲϮϬϯϮ͕ĂƌŽƵŶĚϮϬϮϳ͕ ĚƌŝǀĞŶďLJ<'ͲĂƐŝŶƉƌŽũĞ
Slide 29: Offshore Support Vessel Market Overview (2022-2027)
KĨĨƐŚŽƌĞ^ƵƉƉŽƌƚsĞƐƐĞůDĂƌŬĞƚKǀĞƌǀŝĞǁ;ϮϬϮϮͲ ϮϬϮϳͿ <ĞLJƌŝǀĞƌƐ /ŶĚƵƐƚƌLJdƌĞŶĚƐ DĂƌŬĞƚ'ƌŽǁƚŚ&ŽƌĞĐĂƐƚ • džƉĂŶƐŝŽŶŽĨƉƌŽĚƵĐƚŝŽŶĐĂƉĂďŝůŝƚŝĞƐ͘ ZŝƐŝŶŐĞŵĂŶĚ • ŶŚĂŶĐĞĚƐƵƉƉůLJĐŚĂŝŶƌĞƐŝůŝĞŶĐĞ͘ /ŶĐƌĞĂƐĞĚŐůŽďĂůŶĞĞĚĨŽƌŽŝůĂŶĚŶĂƚƵƌĂůŐĂƐ • &ŽĐƵƐŽŶĞŶĞƌŐLJƐĞĐƵƌŝƚLJĂŶĚƌĞƐŽƵƌĐĞ h^ϱϮϱ͘ϱϴŵŝůůŝŽŶ ĞdžƚƌĂĐƚŝŽŶ /ŶĐƌĞĂƐĞ ΘWĐƚŝǀŝƚŝĞƐ ĐŽŶŽ
Slide 30: Why Offshore Exploration? Driving Growth in Offshore Oilfields
ƌŝǀŝŶŐ'ƌŽǁƚŚŝŶKĨĨƐŚŽƌĞKŝůĨŝĞůĚƐ Ύ&ŝŐŝŶh^DŶ tŚLJ KĨĨƐŚŽƌĞ džƉůŽƌĂƚŝŽŶ ͍ • ĞƉůĞƚŝŽŶ ŽĨ KŶƐŚŽƌĞ ZĞƐĞƌǀĞƐ͗ Ɛ ŽŶƐŚŽƌĞ Žŝů ƌĞƐĞƌǀĞƐ ĂƌĞ ĞdžŚĂƵƐƚŝŶŐ͖ ĨŽĐƵƐ ϭϲϭϰ ŝƐ ƐŚŝĨƚŝŶŐ ƚŽ ŽĨĨƐŚŽƌĞ ĞdžƉůŽƌĂƚŝŽŶ͘ • ,ŝŐŚĞƌ WŽƚĞŶƚŝĂů͗ KĨĨƐŚŽƌĞ ŽŝůĨŝĞůĚƐ ƉƌĞƐĞŶƚ ƐŝŐŶŝĨŝĐĂŶƚ ŽƉƉŽƌƚƵŶŝƚŝĞƐ ĚƵĞ ƚŽ ϭϰй ƚŚĞŝƌ ůŽǁĞƌ ĚĞƉůĞƚŝŽŶ ƌĂƚĞƐ
Slide 31: Indian Offshore Oilfield Industry
/ŶĚŝĂŶKĨĨƐŚŽƌĞKŝůĨŝĞůĚ/ŶĚƵƐƚƌLJ ƵƌƌĞŶƚKŝů/ŶĚƵƐƚƌLJLJŶĂŵŝĐƐ /ŶĚŝĂĐƵƌƌĞŶƚůLJŝŵƉŽƌƚƐĂďŽƵƚϴϱйŽĨŽŝůĂŶĚĂďŽƵƚϱϬйŐĂƐƚŚĂƚŝƚĐŽŶƐƵŵĞƐ͘&ƵĞůůĞĚďLJƚŚĞĨĂƐƚŐƌŽǁƚŚŝŶ'W͕ƚŚĞƌŝƐŝŶŐĚĞŵĂŶĚĨŽƌ ĨƵĞůŚĂƐƌĞƐƵůƚĞĚŝŶ/ŶĚŝĂŝŵƉŽƌƚŝŶŐĂůŵŽƐƚϴϳйŽĨŝƚƐĚŽŵĞƐƚŝĐĐŽŶƐƵŵƉƚŝŽŶŝŶ&zϮϬϮϮͲϮϯ͘ WƌŽĚƵĐƚŝŽŶĂŶĚŽŶƐƵŵƉƚŝŽŶͲ /E/ /ŵƉŽƌƚƐ͕džƉŽƌƚƐΘĚĞƉĞŶĚĞŶĐLJĨŽƌƉ
Slide 32: ONGC – Key Oil & Gas Player
KE'ʹ <ĞLJKŝůΘ'ĂƐWůĂLJĞƌ /ŶĚŝĂŚĂƐƐŝŐŶĞĚĐŽŶƚƌĂĐƚƐĨŽƌƚĞŶŽŝůĂŶĚŐĂƐĞdžƉůŽƌĂƚŝŽŶďůŽĐŬƐŽĨĨĞƌĞĚƵŶĚĞƌƚŚĞƌĞĐĞŶƚKƉĞŶĐƌĞĂŐĞ>ŝĐĞŶƐŝŶŐWŽůŝĐLJ;K>WͲs///ͿďŝĚƌŽƵŶĚ͘ KE'ĞŵĞƌŐĞĚĂƐƚŚĞĚŽŵŝŶĂŶƚƉůĂLJĞƌŝŶƚŚĞK>WͲs///ďŝĚƌŽƵŶĚ͕ƐĞĐƵƌŝŶŐƐĞǀĞŶŽƵƚŽĨƚĞŶďůŽĐŬƐ ŝƐĐŽǀĞƌŝĞƐĚƵƌŝŶŐ&zϮϯ ^ƌ͘EŽ͘ ĂƐŝŶͬůŽĐŬ ŝƐĐŽǀĞƌLJǁĞůů ĐƌĞĂŐĞ ŝƐĐŽǀĞƌLJdLJƉĞ ,LJƚĚƌŽĐ
Slide 33: Experienced Management Team
Experienced Management Team
Slide 34: Experienced Management Team
džƉĞƌŝĞŶĐĞĚDĂŶĂŐĞŵĞŶƚdĞĂŵ ŽĂƌĚŽĨŝƌĞĐƚŽƌƐ <ĞLJDĂŶĂŐĞŵĞŶƚ Dƌ͘^ƵƌŝŶĚĞƌ^ŝŶŐŚ<ŽŚůŝ /ŶĚĞƉĞŶĚĞŶƚŝƌĞĐƚŽƌ Dƌ͘ZĂŬĞƐŚLJƌŝ ϰϮнLJĞĂƌƐĞdžƉĞƌŝĞŶĐĞŝŶƚŚĞďĂŶŬŝŶŐŝŶĚƵƐƚƌLJ͘ ŚŝĞĨdžĞĐƵƚŝǀĞKĨĨŝĐĞƌ ,ĞŚĂƐďĞĞŶĂŚĂŝƌŵĂŶĂŶĚDŽĨWƵŶũĂďΘ^ŝŶĚĂŶŬ͕WƵŶũĂďEĂƚŝŽŶĂůĂŶŬĂŶĚ//&>ƚĚ͘ ϰϬzƌƐ ĞdžƉĞƌŝĞŶĐĞŝŶKŝůΘ'ĂƐ/ŶĚƵƐƚƌLJ͕ƐŚŝƉŵĂŶĂŐĞŵĞŶƚ͕ ƐĞĂĨĂƌŝŶŐĂŶĚĞŶƚƌ
Slide 35: Contact and Thank You
&ŽƌĨƵƌƚŚĞƌŝŶĨŽƌŵĂƚŝŽŶ͕ƉůĞĂƐĞĐŽŶƚĂĐƚ͗ ZĞŐŝƐƚĞƌĞĚΘŽƌƉŽƌĂƚĞKĨĨŝĐĞ ϵϬϭͲϵϬϱ͕ϵƚŚ&ůŽŽƌ͕ϮϭϱƚƌŝƵŵ͕ ŶĚŚĞƌŝ<ƵƌůĂZŽĂĚ͕ ŶĚŚĞƌŝĂƐƚ͕DƵŵďĂŝͲ ϰϬϬϬϵϯ dĞů͗;ϬϮϮͿϲϲϵϰϭϴϬϬ&Ădž͗;ϬϮϮͿϲϲϵϰϭϴϭϴ ŵĂŝů͗ĐŽŶƚĂĐƚΛƐĞĂŵĞĐ͘ŝŶ tĞďƐŝƚĞ͗ǁǁǁ͘ƐĞĂŵĞĐ͘ŝŶ &ŽƌŵŽƌĞŝŶĨŽƌŵĂƚŝŽŶ ^ƵŶŝů'ƵƉƚĂ sWͲ ^ƚƌĂƚĞŐLJΘ/ŶǀĞƐƚŽƌZĞůĂƚŝŽŶƐ ŵĂŝů͗Ͳ ƐŐƵƉƚĂΛƐĞĂŵĞĐ͘ŝŶ WŚŽ