Seamec Ltd (BOM:526807)

Q4 2025 Seamec Ltd Earnings Call Transcript

May 28, 2025 / 10:30 AM GMT

Release Date Price: ₹922.8 (-2.57%)

Transcript

Key Points

Positve

Seamec Ltd (BOM:526807) has secured a long-term charter for the vessel Swordfish, effective from May 21, with a stable rate of $78,000 per day for 730 days.
The company has acquired a new vessel, NPP Nusantara, for $23 million, financed through a mix of debt and internal resources, indicating strategic expansion.
Seamec Ltd's wholly-owned subsidiary in Dubai has formed a joint venture, Pre India IFC Private Limited, to enhance its leasing, buying, and selling operations.
The entire fleet is currently operational, which is a positive development for the company's utilization rates and revenue generation.
The company is optimistic about the upcoming financial year, expecting it to be a year of results, delivery, and performance improvements.

Negative

Seamec Ltd reported a 12% year-on-year decline in consolidated topline revenue for Q4 2025, reflecting challenges in maintaining revenue growth.
The company experienced a decline in EBITDA and profit after tax due to unscheduled breakdowns and less deployment of certain vessels.
There were significant losses on the consolidated business part, attributed to the development stage of the UK business and non-cash depreciation items.
The vessel Swordfish was idle from March until May due to unforeseen circumstances, impacting potential revenue during that period.
The company faces challenges in expanding into new geographical markets due to the lack of available vessels for new contracts.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SEAM.NS - Seamec Ltd
Q4 2025 Seamec Ltd Earnings Call
May 28, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the CMA Limited. Q for an F5 25 earnings conference call hosted by AN Capital Markets Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance joining the conference call, please send in an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now have the conference over to Mr.

Aishes from A capital.

Thank you and over to you soon.

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Unidentified_2 [2]
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