Seamec Ltd (BOM:526807)

Q2 2026 Seamec Ltd Earnings Call Transcript

Nov 11, 2025 / 07:00 AM GMT

Release Date Price: ₹827.15 (+4.54%)

Transcript

Key Points

Positve

Seamec Ltd (BOM:526807) has secured a firm charter party for its barge, Gloria, with LMT for work in the Mumbai High and Western offshore region for 150 days.
The company has signed a charter hire agreement worth 6.3 crores with Head Offshore for the charter of its vessel Goodman.
Seamec Ltd (BOM:526807) has committed to investing approximately 1,000 crores in new vessels, indicating a strong growth strategy.
The company has successfully rectified technical issues with its vessel Swordfish, which is now fully operational.
Seamec Ltd (BOM:526807) is focusing on preventive maintenance and adding newer vessels to its fleet to minimize breakdowns and improve operational efficiency.

Negative

The company experienced a 3% year-on-year decline in consolidated revenue for Q2 FY26, reflecting operational challenges.
Seamec Ltd (BOM:526807) faced operational headwinds due to the monsoon season, impacting vessel deployment and revenue generation.
The vessel Swordfish experienced a technical breakdown in mid-August, affecting its availability and contributing to financial losses.
Employee costs have increased by 25% year-on-year, despite flat revenue, impacting overall profitability.
The company reported a consolidated loss of INR 26 crores for the quarter, compared to a profit in the same period last year, due to unscheduled breakdowns and operational challenges.

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

SEAM.NS - Seamec Ltd
Q2 2026 Seamec Ltd Earnings Call
Nov 11, 2025 / 07:00AM 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 CMAC Limited Q2 FY26 conference call hosted by Arihan Capital Market Limited. As a reminder, all participant lines will be in the less only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal 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. Balam Subramanyam.

Thank you and over to you, sir.

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Unidentified_2 [2]
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