SEAMECLTDNSEQ1 FY26August 13, 2025

Seamec Limited

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Key numbers — 40 extracted
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/1308/2025 August 13, 2025 Corporate Relations Department BSE Limited Phirojee Jeejeebhoy Towers, Dalal Street, Mumbai – 400001 Scrip Code: 526807 The Manager Listing Department National Stock
51.9%
ct Profit After Tax Q1 FY26 Q1 FY25 Y-o-Y% Q4 FY25 Q-o-Q% Rs. In crore 222.9 107.3 115.6 51.9% 2.8 29.9 82.9 - 82.9 3.3 79.6 217.8 131.7 86.2 39.5% 3.6 27.6 54.9 - 54.9 3.4 51.
39.5%
Rs. In crore 222.9 107.3 115.6 51.9% 2.8 29.9 82.9 - 82.9 3.3 79.6 217.8 131.7 86.2 39.5% 3.6 27.6 54.9 - 54.9 3.4 51.5 2% -19% 34% -22% 8% 51% - 51% 55% 207.4 102.7 104.
2%
.8 29.9 82.9 - 82.9 3.3 79.6 217.8 131.7 86.2 39.5% 3.6 27.6 54.9 - 54.9 3.4 51.5 2% -19% 34% -22% 8% 51% - 51% 55% 207.4 102.7 104.6 50.5% 3.1 30.0 71.5 - 71.5 12.7
19%
9.9 82.9 - 82.9 3.3 79.6 217.8 131.7 86.2 39.5% 3.6 27.6 54.9 - 54.9 3.4 51.5 2% -19% 34% -22% 8% 51% - 51% 55% 207.4 102.7 104.6 50.5% 3.1 30.0 71.5 - 71.5 12.7 58.8
34%
82.9 - 82.9 3.3 79.6 217.8 131.7 86.2 39.5% 3.6 27.6 54.9 - 54.9 3.4 51.5 2% -19% 34% -22% 8% 51% - 51% 55% 207.4 102.7 104.6 50.5% 3.1 30.0 71.5 - 71.5 12.7 58.8 7%
22%
- 82.9 3.3 79.6 217.8 131.7 86.2 39.5% 3.6 27.6 54.9 - 54.9 3.4 51.5 2% -19% 34% -22% 8% 51% - 51% 55% 207.4 102.7 104.6 50.5% 3.1 30.0 71.5 - 71.5 12.7 58.8 7% 4% 11
8%
.9 3.3 79.6 217.8 131.7 86.2 39.5% 3.6 27.6 54.9 - 54.9 3.4 51.5 2% -19% 34% -22% 8% 51% - 51% 55% 207.4 102.7 104.6 50.5% 3.1 30.0 71.5 - 71.5 12.7 58.8 7% 4% 11% -
51%
3.3 79.6 217.8 131.7 86.2 39.5% 3.6 27.6 54.9 - 54.9 3.4 51.5 2% -19% 34% -22% 8% 51% - 51% 55% 207.4 102.7 104.6 50.5% 3.1 30.0 71.5 - 71.5 12.7 58.8 7% 4% 11% -9% -
55%
7.8 131.7 86.2 39.5% 3.6 27.6 54.9 - 54.9 3.4 51.5 2% -19% 34% -22% 8% 51% - 51% 55% 207.4 102.7 104.6 50.5% 3.1 30.0 71.5 - 71.5 12.7 58.8 7% 4% 11% -9% -0.2% 16% -
50.5%
.6 27.6 54.9 - 54.9 3.4 51.5 2% -19% 34% -22% 8% 51% - 51% 55% 207.4 102.7 104.6 50.5% 3.1 30.0 71.5 - 71.5 12.7 58.8 7% 4% 11% -9% -0.2% 16% - 16% 35% Revenue YoY- Incr
7%
34% -22% 8% 51% - 51% 55% 207.4 102.7 104.6 50.5% 3.1 30.0 71.5 - 71.5 12.7 58.8 7% 4% 11% -9% -0.2% 16% - 16% 35% Revenue YoY- Increase in Revenue is mainly attributable to
Guidance — 16 items
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No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.
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5 Standalone Financial Highlights of Q1 FY26 Key Financial Ratios Rs.
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(209) Cr Net Debt (0.71) X Net Debt/EBITDA 14% ROCE 13% ROE 66 Consolidated Financial Highlights of Q1FY26 Revenue 231 223 210 PAT 76 50 41 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 EBITDA PBT 117 81 91 79 54 45 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Q1FY25 PBT excluding Exceptional gain 7 Consolidated Financial Highlights of Q1 FY26 Q1 FY26 Q1 FY25 Y-o-Y% Q4 FY25 Q-o-Q% Rs.
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8 Consolidated Financial Highlights of Q1 FY26 Key Financial Ratios Rs.
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(247) Cr Net Debt (0.88) X Net Debt/EBITDA 11% ROCE 10% ROE 99 Business Update • Solid execution across our fleet with 93% efficiency factor • Seamec Princess successfully completed PRP VII project • SEAMEC II completed its Dry Docking well before its schedule and likely to move to ONGC field around 10 days in advance from the scheduled time.
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SEAMEC Nirman Infra Limited undertook the NATM Tunnel construction for the High-Speed Rail Project in Vapi, Gujarat, in a joint venture with Nayavridhi Infra LLP.
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With completion of 80% of the project, the company has withdrawn from the project with effect from July due to unavoidable circumstances.
We are fully compliant with
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Their versatility means they can be built for just about any type of project o We added Seamec Diamond to our fleet portfolio in December Seamec Diamond Built Year: 2011 Procurement Year: 2023 Gross Tonnage: 1,922 22 Asset Portfolio – Barge o A barge is a specialized watercraft designed for transporting goods and commodities on navigable waterways such as rivers and canals.
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Production • Crude Oil Production: 28.6 MMT during April - March 2025 • Peak Production Forecast: Expected mid-decade peak between 2023-2032, around 2027, driven by KG-Basin projects Demand • Oil Demand Growth: Expected increase of 220,000 barrels per day to 5.57 million barrels per day in 2024, up 4.19% from 2023 (OPEC estimate) Government Initiatives • Strategic Investment Plan: US$ 67 billion investment for Indian gas sector over next 5-6 years (February 2024) • Excise Duty Reduction: Rs.
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6 (US$ 0.077) per litre on diesel (May 21, 2022) Source: IBEF Data, ONGC Annual Report 27 Union Budget 2025 Announcements • Maritime Development Fund with a corpus of Rs 25,000 Crore will be set up for long-term financing for the maritime industry with upto 49% contribution by government and balance from ports and private sector.
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Economic Impact
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Strategic drivers for Offshore Exploration
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Investor Relations Advisors
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Opening remarks
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a. Regulation 30 (read with Schedule III -Part A) of Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘Listing Regulations’) b. ISIN: INE497B01018 Dear Sir / Madam, Pursuant to our intimation letter SEAMEC/BSE&NSE/SMO/ INVESTOR /1108/2025 dated August 11, 2025, kindly note that the Board of Directors of the Company at its meeting held on Wednesday, August 13, 2025, have inter alia considered and approved Unaudited Standalone & Consolidated Financial Results for the quarter ended June 30, 2025. Enclosed is the Investor Presentation in this regard. The above is made available on the Company’s website i.e. https://www.seamec.in/ This is for your information and record. Yours Faithfully, For SEAMEC LIMITED S.N. Mohanty President – Corporate Affairs, Legal and Company Secretary Investors Presentation | Q1 FY26 Safe Harbor Statement Quarterly Update This presentation and the accompanying slides (the “Presentation”), which have been prepa
We are fully compliant with
ISO 9001:2015 ISO 14001:2018 ISO 45001:2018 Marine Management System Our robust Marine Management System (MMS) provides seamless connect between onshore office staff and vessel operators, ensuring and strengthening operational safety. Adhering to regulatory requirements, we also carry extensive offshore safety audits of our entire fleet twice a year, ensuring the adequacy of our marine safety operating systems. 18 SEAMEC: Strong Asset Portfolio Asset Portfolio – Diving Support Vessels o Diving Support Vessels are specialized ships designed to facilitate offshore diving operations quipped with dedicated facilities for divers, advanced diving equipment, and control systems o DSVs provides services, which include S.B.M maintenance removal and installations, Platform, Riser and Pipeline repairs, Subsea constructions and Maintenance operations & deployment of ROV SEAMEC II Built Year: 1982 Procurement Year: 1993 Gross Tonnage: 4,503 SEAMEC III Built Year: 1983 Procurement Year: 1993 Gross T
Economic Impact
• Significant influence on global economic development. Shaping the future of energy production and consumption 5.41% CAGR Market Size Outlook (USD Million) 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 29 Driving Growth in Offshore Oilfields 1614 14% 629 *Fig in USD Mn Why Offshore Exploration ? • Depletion of Onshore Reserves: As onshore oil reserves are exhausting; focus is shifting to offshore exploration. • Higher Potential: Offshore oilfields present significant opportunities due to • • their lower depletion rates and greater production capacity. Increased Investment: There is a surge in investment in ultradeep and deepwater drilling. Support from Stakeholders: Both state and private entities are actively supporting efforts to unlock offshore resources.
Strategic drivers for Offshore Exploration
• Oil Price Volatility: Rising fuel prices due to global crude oil price fluctuations and supply chain disruptions are encouraging the search for new reserves. • Geographic Advantage: India’s extensive coastline, encompassing 7,517 km, • • is well-suited for offshore drilling. Technological and Policy Support: Innovations in technology and supportive governmental policies are enhancing offshore exploration prospects. Future Energy Solutions: Offshore oilfields are expected to play a key role in fulfilling India’s future energy requirements. FY2024 FY2031 "With a projected 14% CAGR from FY2024 to FY2031, India's oilfield services market is set to expand significantly, reflecting increasing fossil fuel demand driven by population growth and rising vehicle ownership." Seamec Limited | Investors Presentation 30 Indian Offshore Oilfield Industry India currently imports about 80% of oil and about 50% gas that it consumes. Fuelled by the fast growth in GDP, the rising demand for fuel has resu
Investor Relations Advisors
MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Service Ms. Nidhi Vijaywargia +91 9923450804 nidhi.vijaywargia@in.mpms.mufg.com nidhi.vijaywargia@ Mr. Nikunj Jain +91 9769060608 nikunj.jain@in.mpms.mufg.com Thank You
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