Shipping Corporation Of India Limited · NSE:SCI
Shipping Corporation Of India — The Shipping Corporation of India — Q2 FY26 Earnings Presentation
30 slides from Shipping Corporation Of India's earnings presentation, Nov 7, 2025
Slide 1: Regulation 30 disclosure cover letter
Ref: A10-SEC-BD-808/202/2025 Date: 07.11.2025 To, Listing Compliance Department The Manager - Listing Compliance BSE Limited, National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, ‘Exchange Plaza’ C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai – 400001. Mumbai
Slide 2: Financial Results Presentation Q2 FY26
THE SHIPPING CORPORATION OF INDIA LTD Transporting Goods. Transforming Lives. . . Financial Results Presentation Q2 FY26 .
Slide 3: Disclaimer
Disclaimer Other than references to past events, this presentation contains statements about future plans and expectations. These remarks reflect the current outlook, intentions, and assumptions of SCI’s management regarding the Company’s activities, strategic initiatives, opportunities, and anticip
Slide 4: Highlights of Q2 FY26 performance
Highlights of Q2 FY 26 performance • Net profit of Rs. 176 crores on standalone basis • Consolidated Net profit of Rs. 189 crores • Interim Dividend of 30% ( Rs. 3 per share) • Net worth as on 30.09.2025 - Rs.7963 crores • Cash position (including liquid MFs) - Rs. 1875 crores • Long term Loan as on
Slide 5: Fleet
Fleet No. of Vessels Average Age of Owned No. of Managed Owned: 58 Vessels: 15.50 Yrs Vessels: 40 1. Liner vessels: 2 1. Liner vessels: 17.02 1. ILT Companies : 4 2. Bulk Carriers:15 2. Bulk Carriers: 13.41 2. A&N : 27 3. Tankers: 31 3. Tankers: 17.27 3. GSI : 3 4. Technical & 4. Technical & Offshor
Slide 6: Fleet Profile
FLEET PROFILE Particulars No. G.T. DWT Tanker-Crude Oil Carriers 12 8,36,553 15,47,471 Tanker-Product Carriers 11 4,62,339 7,97,073 Tanker–VLCC 5 8,12,551 15,90,809 Gas 3 1,40,622 1,62,563 Bulk Carriers 15 5,75,779 10,22,344 Liner 2 87,358 1,15,598 Offshore Supply 10 24,535 25,238 Total 58 29,39,737
Slide 7: Acquisition of VLGC Sahyadri & Shivalik
Acquisition of VLGC “Sahyadri” & “Shivalik” SCI has proudly inducted 2 Very Large Gas Carrier (VLGC) “Sahyadri” and “Shivalik” into its fleet, further strengthening our presence in energy transportation. The vessel will be deployed on Persian Gulf to India trade route. Attribute Details of Sahyadri
Slide 8: Standalone Financial Highlights for Q2 FY 2025-26
STANDALONE FINANCIAL HIGHLIGHTS FOR Q2 FY 2025-26 (Rs. in Crores) (Rs. in Crores) (Rs. in Crores) 2000 1000 1000 1800 900 900 1600 800 1451 800 1400 1339 1316 700 700 1200 600 555 574 600 504 1000 500 500 800 400 400 343 600 300 290 300 400 200 200 176 200 100 100 0 0 0 OPERATING REVENUE EBITDA PAT
Slide 9: Standalone Financial Highlights for Q2 FY 2025-26
STANDALONE FINANCIAL HIGHLIGHTS FOR Q2 FY 2025-26 (Rs. in Crores) (Rs. in Crores) (Rs. in Crores) 3500 1400 1000 2965 3000 2654 1200 1128 1059 800 2500 1000 2000 600 577 800 519 1500 600 400 1000 400 200 500 200 0 0 0 OPERATING REVENUE EBITDA PAT H1 2025-26 H1 2024-25 H1 2025-26 H1 2024-25 H1 2025-2
Slide 10: Financial Analysis
FINANCIAL ANALYSIS 3.00 1.00 2.18 1.97 2.00 1.74 0.50 0.32 0.25 0.27 1.00 0.00 0.00 Current Ratio Debt-Equity Ratio 30.09.2025 31.03.2025 30.09.2024 30.09.2025 31.03.2025 30.09.2024 15 15 12 12 9 7.97 9 6.61 7.07 5.51 6 6 3 3 0 0 Return on Equity (%) Return on Capital employed (%) 30.09.2025 H 30.09
Slide 11: Financial Analysis
FINANCIAL ANALYSIS (Rs. per share) 200 170.95 166.25 20 161.28 150 15 12.39 11.14 100 10 50 5 0 0 NAV Per Share (on Book Value basis) Earning Per Share 30.09.2025 31.03.2025 30.09.2024 30.09.2025 H 30.09.2024 H
Slide 12: Dividend history
(Rs. in crores) Dividend history 350 306.82 300 250 200 150 139.74 100 50 15.37 20.5 23.29 0 2021-22 2022-23 2023-24 2024-25 2025-26* *Interim Dividend
Slide 13: Group Entities of SCI
GROUP ENTITIES OF SCI INDIA LNG TRANSPORT CO. (NO.2) LTD. INLAND & COASTAL SHIPPING LTD. INDIA LNG JOINT INDIA LNG TRANSPORT TRANSPORT SUBSIDIARIES CO. (NO.1) LTD. VENTURES CO. (NO.3) LTD. SCI BHARAT IFSC LTD. INDIA LNG TRANSPORT CO. PVT. (NO.4) LTD.
Slide 14: Comparison of Consolidated Quarterly Financial Performance Q2 2025-26
COMPARISON OF CONSOLIDATED QUARTERLY FINANCIAL PERFORMANCE Q2 2025-26 2000 (Rs. in Crores) 1500 1451 1339 1316 1000 500 397 354 261 291 210 189 0 Operating Revenue Operating Profit PAT Q2 2025-26 Q1 2025-26 Q2 2024-25
Slide 15: Results for Group Companies – Q2 FY 2025-26
RESULTS FOR GROUP COMPANIES – Q2 FY 2025-26 (Rs. in Lakhs) % of Share Joint Ventures PAT SCI Share Holding ILT (No.1) Ltd 1,226 29.08 357 ILT (No.2) Ltd 1,008 29.08 293 ILT (No.3) Ltd 859 26 223 ILT (No.4) Pvt. Ltd. 1,790 26 465 TOTAL 4,883 1,338 Subsidiaries % of Share PAT SCI Share Holding ICSL (1
Slide 16: Segment Results
LINER BULK SEGMENT TANKER RESULTS T&OS
Slide 17: Segment Wise Operating Revenue Q2 2025-26
SEGMENT WISE OPERATING REVENUE Q2 2025-26 1200 (Rs. in Crores) 913 885 900 858 600 298 300 213 201 201 214 133 74 72 70 0 Liner Bulk Tanker T&OS Q2 2025-26 Q1 2025-26 Q2 2024-25
Slide 18: Segment Profits Before Interest & Taxes Q2 2025-26
SEGMENT PROFITS BEFORE INTEREST & TAXES Q2 2025-26 (Rs. in Crores) 245 250 200 180 189 150 100 84 48 50 11 20 20 2 2 - (2) (50) (48) (100) Liner Bulk Tanker T&OS Q2 2025-26 Q1 2025-26 Q2 2024-25
Slide 19: Tanker Market
Tanker Market Trend of Average Dirty Tanker Indices for the Quarter II (FY 25-26) VLCC VLCC AFRAMAX: AFRAMAX: LR II LR I MR MR : MEG-SNG MEG-CHINA KUWAIT-SNG SE ASIA-EC AUST SIKKA (WCI)- Month 270,000 MT 270,000 MT 80,000 MT 80,000 MT MEG-JAPAN MEG-JAPAN JAPAN MEG-E.AFRICA Month (PRODUCT) (PRODUCT)
Slide 20: Crude Tanker Market
Crude Tanker Market Crude Tanker Market has experienced strong gains all across the segments during the quarter from July 2025 to Sep 2025. VLCC market has been quite dynamic. At the start of the quarter the VLCC market began at steady rate of average WS 48.76 for the TD3C Middle East Gulf – China r
Slide 21: Product Tanker Market
Product Tanker Market Clean Petroleum Product (CPP) market was showing different trend than the Crude Segment. The LRs and MR segment has further diversion in trend. The LR II benchmark Middle East Gulf – Japan TC1 index rose by 6% in the quarter with Avg WS 125.9 in July’25 to Avg WS 133.8% in Sep’
Slide 22: Tanker Market Key Developments
Tanker Market Key Developments The International Energy Agency (IEA) expects global supply to rise by 3 million bpd in 2025 and 4 million bpd in 2026 A surplus of 4 million bpd would be equal to almost 4% of world demand. (Source: Dated 14 Oct 2025-https://www.reuters.com/business/energ) Saudi Arabi
Slide 23: Bulk Carrier Market
Bulk Carrier Market Trend of Avg. Monthly Values of Panamaxes and Supramxes Dry Bulk Indices:- Avg. Value of Avg. Panamax TCY Avg. Supramax TCY Month Avg. BPI Avg. BSI BDI (USD/day) (USD/day) July’2025 1811 1761 15,855 1223 15,460 August’2025 1890 1818 16,275 1286 15,910 September’2025 1765 1725 15,
Slide 24: Liner/Container Business
Liner/Container Business Liner Segment operates a container shipping network designed to leverage both international and domestic opportunities. Key service offerings include the India–Europe Service for global EXIM trade, a Coastal Service connecting the East and West coasts of India, and a special
Slide 25: Container Coastal Trade: The Engine for Future Growth
Container Coastal Trade: The Engine for Future Growth Robust Domestic Demand: Our coastal trade is experiencing firm demand and stable freight rates, underpinned by strong and steady growth in key domestic sectors like agriculture, construction (cement), and manufacturing (ceramics, soda ash). O
Slide 26: Container EXIM Trade
Container EXIM Trade Leveraging Geopolitical Shift: Market volatility, exemplified by global tariff changes, is accelerating the "China Plus One" strategy, positioning India as the stable and preferred sourcing hub of choice. Operational Integrity (India-Europe Service): We maintain 100% service c
Slide 27: Liner/Container Business - Outlook
Liner/Container Business - Outlook Strategic Positioning : We are strategically positioned to benefit from India's economic growth story by dominating the stable and expanding coastal sector. Risk Mitigation Success: Our consortium strategy for the India-Europe sector as well as timely chartering
Slide 28: Offshore Market
Offshore Market The overall outlook for the global offshore shipping industry remains positive and strengthening, supported by continued growth in offshore oil and gas activities and emerging opportunities from the offshore renewable energy sector In India, the offshore segment continues to gain
Slide 29: MOU with Oil PSUs
MOU with Oil PSUs The Shipping Corporation of India Ltd. has signed a Memorandum of Understanding with Bharat Petroleum Corporation Ltd, Hindustan Petroleum Corporation Ltd. ,and Indian Oil Corporation Ltd. The purpose of this collaboration is to build and operate fleet together that will support th
Slide 30: Thank You
THANK YOU
The Shipping Corporation of India — Q2 FY26 Earnings Presentation on 6ix