Seamec Limited — PPTs, 10-11-2025: Investor Presentation

SEAMEC's Q2 performance saw consolidated revenue dip 3% YoY to ₹107.5 Cr, resulting in a net loss of ₹25.7 Cr. This was largely due to vessel dry docks, monsoon-related lower deployment, and increased operating costs. However, the first half (H1) showed resilience, with consolidated revenue up 2% YoY to ₹338.2 Cr and EBITDA climbing 14% to ₹134.6 Cr, boosted by improved profitability from its UAE subsidiary.

The company is actively gearing for growth. It announced an MOU for ₹1,000 Cr in capex and secured new charter hires for MV Goodman (ONGC), Seamec Princess, and Seamec Glorious. SEAMEC II and Swordfish have resumed operations, and the new vessel Seamec Agastya is being readied.

SEAMEC aims to leverage India's booming oil & gas sector, with the oilfield services market projected for a 14% CAGR by FY31. The focus on offshore exploration, driven by onshore depletion and rising demand, presents a strong strategic tailwind. Financially, the company remains solid with a net debt of ₹(57) Cr.