Seamec Limited — PPTs, 12-02-2025: Investor Presentation

**Financial Highlights:**

For Q3 FY25, SEAMEC Ltd. reported a revenue of ₹132.7 crore, down 35% year-on-year and up 30% quarter-on-quarter. Operating expenses stood at ₹96.4 crore, leading to an EBITDA of ₹36.3 crore, a sharp decline of 61% YoY, with an EBITDA margin of 27.4%. Profit After Tax (PAT) fell to ₹2.36 crore, a staggering 96% decrease from the previous year. For the first nine months of FY25, revenue was ₹452.2 crore, a 4% decline, while PAT dropped 49% to ₹56.7 crore.

**Strategic Initiatives and Growth Drivers:**

The company is focused on enhancing its operational capabilities by continuously exploring new markets and expanding its fleet. Recent acquisitions, including Seamec Diamond, will play a crucial role in diversifying service offerings and driving future growth.

**Business Developments:**

Significant progress was made through the acquisition of Seamec Anant, which is currently pending approvals, and the establishment of Aarey Organic Industries to expand into the chemicals market.

**Market Position and Competitive Advantage:**

SEAMEC maintains a robust presence in the offshore support vessel segment, benefitting from a diverse fleet and a strong parent company, MMG. It holds a competitive edge with certifications accredited by international standards.

**Investor Implications:**

While the latest results show significant declines, the expansion strategy and focus on operational efficiency signal a positive outlook for the coming quarters. Investors may want to keep a close watch on how newly acquired assets impact financial performance.