The call has ended.
Key takeaways
Consolidated Q2 revenue rose 103% to ₹198.1 Cr and EBITDA to ₹38.3 Cr from ₹7.8 Cr. Growth came from fleet additions and deployment; management hedged on the timing of new contracts.
| Management target | Revenue 15.0% |
|---|
| Revenue growth | Consolidated Q2 revenue +103% YoY to ₹198.1 Cr; H1 +51% stated. |
|---|---|
| Margins | Stated ~40% stable-state margin target in 3–4 yrs; monsoon volatility persists. |
| Order book | Long-term charters; four vessels on seasonal spot contract; no order book figure. |
| Demand visibility | Only one DSV under production; tight market for 2–3 years. |
| Management confidence | Confident, but hedges timing on contracts and charter renewals. |
Growth
Q2 consolidated revenue +103%, EBITDA ₹38.3 Cr vs ₹7.8 Cr; growth from vessel additions and deployment.
Outlook
Revenue ~15% growth, PAT 18–20% over 4–5 yrs; ~40% EBITDA margin in 3–4 yrs; $200–250M capex.
Risks
Consolidated PAT ₹50 Cr exceeds EBITDA ₹38.3 Cr, so verify. Repeated breakdowns on one vessel; monsoon volatility; ₹450–470 Cr debt.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Seamec Q2 FY27 Results: Turns Profitable, Net Profit ₹50.5 Cr
Seamec Ltd reported revenue from operations of ₹198.1 Cr (+103.4% YoY) and net profit of ₹50.5 Cr for Q2 FY27.
- Key figure
- Net profit ₹50.5 Cr
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management targeting 15-20% CAGR over next 3-5 years. $70M Seamec Ananth acquisition to drive future capacity.
Growth they described
Revenue rose to ₹297 Cr (consolidated) from ₹211 Cr YoY. Growth is primarily vessel-utilization led.
Call details
| Company | Seamec Limited |
|---|---|
| NSE symbol | SEAMECLTD |
| ISIN | INE497B01018 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 11:00 AM IST |
Seamec Limited: key numbers
- Share price
- ₹1,545.00
- Market cap
- ₹3,928 Cr
- Revenue (annual)
- ₹952.5 Cr
- Net profit (annual)
- ₹251.4 Cr
- P/E (TTM)
- 11.7×Sector 31.1×
- Promoter holding
- 72.72%+0.00% QoQ
- FII holding
- 5.67%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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