| 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.
Earnings Call Transcript filed with NSE, NSE: SEAMECLTD. Summary written with AI assistance from the document.
Seamec Ltd: 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.
More from Seamec Ltd
All →Seamec Investor Presentation: Key Takeaways
Consolidated Q2 FY27 revenue Rs198.1Cr (+103%), EBITDA Rs38.3Cr (19.3% margin), PAT Rs50.5Cr including Rs42.4Cr exceptional gain. H1 revenue Rs495Cr (+61%).
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
Seamec Business Update
Seamec's vessel SEAMEC II was onhired from November 1, 2026 for the PRP-8A and DSF 2 project. No contract value or client was disclosed in this filing.
Seamec Board Meeting Date
Seamec's board meets on 3 November 2026 to consider unaudited quarterly results. The results are not yet approved.
Seamec Other Announcement
SES ESG assigned Seamec an ESG rating of 64.6 (Medium) based on FY25-26 disclosures. No transaction or board decision is involved.
Seamec Adverse Business Impact
Seamec's vessel SEAMEC SWORDFISH was taken off-hire from 24 October 2026 due to a technical breakdown. The company is redressing the fault on priority and will update on resumption.