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Seamec Limited Q2 FY26 earnings call summary

NSE: SEAMECLTD · BSE: 526807

Earnings call of 11 Nov 2025, summarised by AI from the filing.

Seamec Q2 FY26 consolidated revenue ₹108 cr (-3% YoY) and PAT loss ₹26 cr due to SWORDFISH breakdown; net debt guided at ₹300-400 cr by March 2026.

Key takeaways

  1. Guidance Net debt expected at ₹300-400 cr as of 31st March 2026; overseas losses to reduce to ₹5-7 cr this year.
  2. Change SWORDFISH breakdown in mid-August impacted Q2 revenue and EBITDA; vessel now fully operational.
  3. Risk Aging fleet causes breakdowns; DG Shipping age norms restrict operation of older vessels.

Original filing on BSE

Seamec Limited Q1 FY27 results

As filed: Revenue ₹297 cr (+41% year on year), EBITDA ₹124 cr (+28% year on year), PAT ₹81.3 cr (+7% year on year), EBITDA margin 41.7% (−423 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹327 cr (+64% year on year), EBITDA ₹159 cr (+96% year on year), PAT ₹104 cr (+153% year on year), EBITDA margin 48.7% (+816 bps). Score 66 of 100, Above trend. Revenue and EBITDA growth were above the company's own trend; profit growth was well above it. EBITDA margin rose 816 bps year on year. Tax rate 3%. Share price after the results: −11.4% in 30 days (Nifty 500: +2.9%).
  • Q3 FY26: Revenue ₹317 cr (+113% year on year), EBITDA ₹136 cr (+209% year on year), PAT ₹99.8 cr, EBITDA margin 42.8% (+1,000 bps). Score 85 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Tax rate 8%. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +3.4% in 28 days (Nifty 500: +0.4%).
  • Q2 FY26: Revenue ₹97.0 cr (+10% year on year), EBITDA ₹8.0 cr (−50% year on year), PAT −₹26.0 cr, EBITDA margin 8.3% (−993 bps). Score 15 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 993 bps year on year. Revenue fell 54% from last quarter. Share price after the results: +22.4% in 30 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹211 cr (−2% year on year), EBITDA ₹97.0 cr (+35% year on year), PAT ₹76.0 cr (+52% year on year), EBITDA margin 46.0% (+1,000 bps). Score 36 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend. EBITDA margin rose 1000 bps year on year. Other income 25% of PBT. Tax rate 5%. Share price after the results: +9.9% in 30 days (Nifty 500: +2.2%).
  • Q4 FY25: Revenue ₹200 cr (−15% year on year), EBITDA ₹81.0 cr (−7% year on year), PAT ₹41.0 cr (−23% year on year), EBITDA margin 40.5% (+364 bps). Score 35 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend. EBITDA margin rose 364 bps year on year. Share price after the results: −13.0% in 30 days (Nifty 500: +3.1%).
  • Q3 FY25: Revenue ₹149 cr (−30% year on year), EBITDA ₹44.0 cr (−51% year on year), PAT −₹3.0 cr (−105% year on year), EBITDA margin 29.5% (−1,000 bps). Score 16 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year.
  • Q2 FY25: Revenue ₹88.0 cr (+5% year on year), EBITDA ₹16.0 cr (0% year on year), PAT ₹0.0 cr, EBITDA margin 18.2% (−87 bps). Score 22 of 100, Below trend. EBITDA margin fell 87 bps year on year. Other income 1100% of PBT. Tax rate 100%. Not enough history for a trend yet: scored on growth alone. Revenue fell 59% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Seamec Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.