SEAMEC Ltd
SEAMEC Ltd Q4 FY26 Results & Concall Highlights: Revenue ₹1,000 Cr
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
1 of 3 strong
Not discussed on this call: fundraise, order book.
The short version
Seamec Limited expects approximately 15% growth in top line (revenue) and bottom line for FY27. Seamec Limited expects about 15% growth in top line and bottom line for FY27.
From SEAMEC Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Seamec Limited expects approximately 15% growth in top line (revenue) and bottom line for FY27.
- FY26 consolidated revenue was Rs.1,000 crores, up 47% YoY, indicating strong growth momentum.
- New contract acquisitions like SEAMEC ANANT (scheduled CAPEX ~$70 million) and O&M contracts contribute to expected growth.
- Vessel utilization is near 100%, with increased vessel deployment planned to support revenue growth.
- Market conditions remain buoyant with a demand-supply balance for offshore vessels expected to sustain or improve.
- However, management is cautious about aggressive fleet expansion due to high CAPEX and potential market volatility.
- Geopolitical risks (e.g., war in West Asia) may affect operational timelines but longer-term outlook is positive with India prioritizing energy security.
- Stable EBITDA margins in the range of 40%-42% are targeted alongside growth in revenue.
Profitability & Margins
See what SEAMEC Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Seamec plans to acquire the vessel "SEAMEC ANANT" in FY27 with a scheduled CAPEX of approximately $70 million.
- Apart from SEAMEC ANANT, the management is continuously looking for suitable vessels that add value to stakeholders but currently has no specific or confirmed transactions in the pipeline.
- CAPEX for FY26 was about Rs. 300 crores.
- Funding for new acquisitions will depend on the transaction and will be done in the best interest of stakeholders, possibly from internal accruals.
- The company is focused on strengthening its core business by pruning down non-core operations, including selling vessels like Pearl or Gallant (bulk carriers) as part of strategic asset optimization.
- No mention of new partnerships, JVs, or other strategic investments currently, but announcements will be made if anything materializes.
Fundraising & Capital Structure
See what SEAMEC Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Seamec Limited has a strong order visibility entering FY27, indicating a healthy current orderbook.
- The company holds long-term contracts, including the MSV Samudra Sevka and MSV Samudra Prabha contracts, valid up to March 31, 2028.
- These contracts contribute significant revenue assurance and operational stability.
- The management is focused on core business growth, with vessel deployment expected to improve top-line by around 15% going forward.
- No specific numerical figures for total orderbook value or pending orders disclosed in the provided transcript.
- Management plans to announce new contracts as and when secured, showcasing a growth-oriented approach.
SEAMEC Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹327 Cr, net profit ₹104 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What SEAMEC Ltd's management said in earlier quarters
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Frequently Asked Questions
What were SEAMEC Ltd Q4 FY26 results?
Seamec Limited expects approximately 15% growth in top line (revenue) and bottom line for FY27. Seamec Limited expects about 15% growth in top line and bottom line for FY27.
What is SEAMEC Ltd share price analysis?
SEAMEC Ltd currently shows a below-average growth signal. The stock trades at a P/E of 15.3 with a market cap of ₹3,920 Cr. Investors should review the full earnings analysis for detailed insights.
Is SEAMEC Ltd planning capital expenditure?
Seamec plans to acquire the vessel "SEAMEC ANANT" in FY27 with a scheduled CAPEX of approximately $70 million.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.