Seamec Limited — Investor Meet, 05-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SEAMEC recorded a landmark Q3 FY26, driven by its highest-ever vessel deployment. Consolidated revenue hit INR 331 Cr (+138% YoY), with PAT soaring to INR 100 Cr, a significant turnaround from a Q3 FY25 loss of INR 3 Cr. Nine-month results also showed strong growth. Management expects charter rates to remain stable, emphasizing year-on-year growth over quarterly fluctuations due to operational factors. Strategic focus is on higher-margin IMR contracts. The Anant vessel is expected to deploy in Q1 FY27 following acquisition completion in Q4 FY26, funded by internal accruals and debt. Management expressed confidence in future growth and asset optimization.