Seamec Ltd (BOM:526807)

Q1 2026 Seamec Ltd Earnings Call Transcript

Aug 14, 2025 / 05:30 AM GMT

Release Date Price: ₹857.3 (+0.98%)

Transcript

Key Points

Positve

Seamec Ltd (BOM:526807) reported a year-over-year revenue growth of 4% on a consolidated basis and 2% on a standalone basis.
The company achieved a significant increase in EBITDA, with a 45% rise on a consolidated basis and 54% on a standalone basis.
Seamec Ltd successfully completed the pipeline replacement project 7 and transitioned directly into project 8, generating additional revenue.
The acquisition of new vessels, Nusantara and Aan, is on track, expected to enhance operational capacity and revenue potential.
The company is strategically expanding its fleet and operations in the Middle East, securing long-term contracts with major players like Saudi Aramco.

Negative

The UK business is expected to turn cash flow positive only by financial year 2027, indicating ongoing financial strain.
The company faces challenges with high maintenance costs for older vessels, impacting overall profitability.
There is uncertainty regarding the reduction of management fees, which are currently at 3-4% of sales.
The exit from a construction project due to unavoidable circumstances resulted in financial losses and a strategic refocus.
The monsoon season in India affects fleet utilization and revenue generation during the second quarter.

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

SEAM.NS - Seamec Ltd
Q1 2026 Seamec Ltd Earnings Call
Aug 14, 2025 / 05:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the CMA Limited Q1 F 526 earnings conference call hosted by Erhan Capital Markets Limited.

As a reminder, all participant lines will be the less only more, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing 00 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Bala Subramanian from A Capital Markets Limited.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.