ABS Marine Services Limited — PPTs, 11-12-2025: Investor Presentation

Here's a concise summary for ABS Marine's H1 FY26 performance:

1. **Business Performance:** ABS Marine posted a strong H1 FY26. Total income hit ₹139.53 Cr, significantly up from ₹81.98 Cr in H1 FY25. Net Profit surged to ₹31.33 Cr from ₹8.10 Cr last year, driven by enhanced offshore capabilities and expanding port services.

2. **Growth Drivers or Strategy:** The company is focusing on strategic fleet expansion, particularly with high-value DP2 vessels, and securing long-term contracts. Growth is buoyed by rising offshore exploration, deepwater investments, and government initiatives like Sagarmala and Maritime Vision 2030.

3. **Recent Developments:** ABS Marine took delivery of the DP2 Offshore Well Stimulation Vessel, AM PASSION, now under a 3-year charter with Schlumberger Asia (USD 20.67 million). They also secured a ₹3.79 Cr port services project at Deendayal Port and a ₹26.70 Cr offshore charter contract from L&T.

4. **Key Financial Metrics:** H1 FY26 revenue grew approximately 70% year-on-year to ₹136.04 Cr, with Net Profit skyrocketing nearly 287% to ₹31.33 Cr. EPS jumped from ₹3.45 to ₹12.62.

5. **Management Commentary / Outlook:** Management expressed confidence in sustaining growth, citing a healthy order book, efficient fleet utilization, and a focus on technology, sustainability, and disciplined execution. They are targeting a 40-45% EBITDA margin for FY26 and planning further vessel acquisitions using a 70:30 debt-equity model.