Seamec Limited · NSE:SEAMECLTD
Seamec — Q4 FY26 Earnings Presentation
37 slides from Seamec's earnings presentation, May 18, 2026
Slide 1: Investor Presentation intimation letter to BSE and NSE
SEAMEC/BSE&NSE/SMO/ INVESTORPRESENTATION /1805/2026 May 18, 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) Mum
Slide 2: Investors Presentation | Q4 FY26
Investors Presentation | Q4 FY26
Slide 3: Safe Harbor Statement
Safe Harbor Statement 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 invitation to purch
Slide 4: Quarterly Update Q4 FY26
Quarterly Update Q4 FY26
Slide 5: Standalone Financial Highlights of Q4 FY26 and FY26
Standalone Financial Highlights of Q4 FY26 and FY26 Revenue EBITDA Cash Profit PAT 317 317 144 130 130 138 101 Quarterly 87 105 89 207 59 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 407 373 242 948 Year-to-date 264 660 231 116 FY25 FY26 FY25 FY26 F
Slide 6: Standalone Financial Highlights of Q4 FY26
Standalone Financial Highlights of Q4 FY26 Rs. In crore Particulars Q4 FY26 Q4 FY25 Y-o-Y% Q3 FY26 Q-o-Q% Revenue 316.6 207.4 53% 316.5 0.03% Operating Expenses 178.3 102.7 74% 172.8 3% EBITDA 138.4 104.6 32% 143.7 -4% EBITDA Margin 43.7% 50.5% 45.4% Finance Cost 5.0 3.1 60% 5.6 -11% Depreciation 42
Slide 7: Standalone Financial Highlights of FY26
Standalone Financial Highlights of FY26 Rs. In crore Particulars FY26 FY25 Y-o-Y% Revenue 947.5 659.6 44% Operating Expenses 540.6 395.9 EBITDA 406.9 263.7 54% EBITDA Margin 42.9% 40.0% Finance Cost 17.5 13.6 Depreciation 130.9 115.7 Profit Before Exceptional Items 258.6 134.4 92% Exceptional Profit
Slide 8: Standalone Key Financial Ratios
Standalone Financial Highlights of FY26 Key Financial Ratios Rs. 273 Cr (0.15) X 18% Gross Debt Net Debt/Equity ROCE Rs. (179) Cr (0.44) X 20% Net Debt Net Debt/EBITDA ROE 77
Slide 9: Consolidated Financial Highlights of Q4 FY26 and FY26
Consolidated Financial Highlights of Q4 FY26 and FY26 Revenue EBITDA Cash Profit PAT 331 330 162 Quarterly 150 153 100 104 136 210 91 75 41 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 1000 447 411 254 Year-to-date 682 244 219 88 FY25 FY26 FY25 FY26
Slide 10: Consolidated Financial Highlights of Q4 FY26
Consolidated Financial Highlights of Q4 FY26 Rs. In crore Particulars Q4 FY26 Q4 FY25 Y-o-Y% Q3 FY26 Q-o-Q% Revenue 330.4 209.7 58% 331.4 -0.3% Operating Expenses 167.9 118.5 42% 181.2 -7% EBITDA 162.4 91.2 78% 150.2 8% EBITDA Margin 49.2% 43.5% 45.3% Finance Cost 5.8 4.1 41% 6.5 -10% Depreciation 4
Slide 11: Consolidated Financial Highlights of FY26
Consolidated Financial Highlights of FY26 Rs. In crore Particulars FY26 FY25 Y-o-Y% Revenue 1000.0 682.2 47% Operating Expenses 552.8 438.1 26% EBITDA 447.2 244.1 83% EBITDA Margin 44.7% 35.8% Finance Cost 20.8 15.5 Depreciation 157.2 130.6 Profit Before Exceptional Items 269.3 98.0 175% Exceptional
Slide 12: Consolidated Key Financial Ratios
Consolidated Financial Highlights of FY26 Key Financial Ratios Rs. 328 Cr (0.17) X 18% Gross Debt Net Debt/Equity ROCE Rs. (227) Cr (0.51) X 19% Net Debt Net Debt/EBITDA ROE 11 11
Slide 13: Business Update
Business Update • Highest-ever Annual revenue and profitability in FY26, achieved through strong operational execution, higher fleet deployment, improved vessel utilisation, and disciplined project delivery across domestic and international markets. • The contract period for SEAMEC II has been exten
Slide 14: Company Overview
& SEAMEC LIMITED Company Overview
Slide 15: Our Journey
Our Journey 2010 2020-21 Expansion Expansion o Stepdown Subsidiary o Incorporated WOS “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 carry out manufacturing, sel
Slide 16: Company Overview
Company Overview 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 offshore needs. SEA
Slide 17: Key Competitive Strengths
Key Competitive Strengths 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 01 02 03 04 05 06 07 A formidable pl
Slide 18: Broad Range of Services
Broad Range of Services 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, and Repair Operat
Slide 19: Our Marquee Clients
Our Marquee Clients Safeen Saf feen Al ehar 18
Slide 20: Promoting Environmental and Oceanic Sustainability
Promoting Environmental and Oceanic Sustainability 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 All vessels ful
Slide 21: Adhering to Highest Safety Standards
Adhering to Highest Safety Standards 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 9001:2015 ISO 140
Slide 22: SEAMEC: Strong Asset Portfolio
SEAMEC: Strong Asset Portfolio
Slide 23: Asset Portfolio – Diving Support Vessels
Asset Portfolio – Diving Support Vessels 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 maintenance removal and
Slide 24: 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 23
Slide 25: Asset Portfolio – Offshore Support Vessels
Asset Portfolio – Offshore Support Vessels 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 supplies and materi
Slide 26: Asset Portfolio – Barge
Asset Portfolio – Barge 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 transportation. o One of th
Slide 27: Asset Portfolio – Bulk Carrier
Asset Portfolio – Bulk Carrier 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 tonnage capacities, p
Slide 28: Indian Industry Landscape
S$ SEAMEC LIMITED Indian Industry Landscape
Slide 29: Future Outlook for India’s Oil & Gas Sector
Future Outlook for India’s Oil & Gas Sector 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 to double by 203
Slide 30: Recent Developments and Investments in India's Oil & Gas Sector
Recent Developments and Investments in India's Oil & Gas Sector 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 between 2023-203
Slide 31: Offshore Support Vessel Market Overview (2022 - 2027)
Offshore Support Vessel Market Overview (2022 - 2027) 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 energy security and resource USD 525.58 million
Slide 32: Driving Growth in Offshore Oilfields
Driving Growth in Offshore Oilfields *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% their lower depl
Slide 33: Indian Offshore Oilfield Industry
Indian Offshore Oilfield Industry Current Oil Industry Dynamics India currently imports about 80% of oil and about 50% gas that it consumes. Fuelled by the fast growth in GDP, the rising demand for fuel has resulted in India importing almost 88% of its domestic consumption in FY 2024-25. Production
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
Experienced Management Team
Slide 36: Experienced Management Team
Experienced Management Team 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 Finance & Accounts f
Slide 37: Thank You
For further information, please contact: 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- Strategy & Invest