Seamec Limited Releases Q4 FY26 Audited Financial Results Transcript
Seamec Limited reported record FY26 results with consolidated revenue at ₹1,000 crores (up 47% YoY) and PAT at ₹253 crores (up 187% YoY). Q4 FY26 saw consolidated revenue at ₹330 crores (up 58% YoY) and PAT at ₹103 crores (up 151% YoY). The company expects ~15% revenue growth in FY27 with margins around 40-42%.
The announcement details record financial performance and provides a positive outlook, which is material information for investors and significantly impacts the company's valuation and investor perception.
The company reported record-breaking financial results for FY26, with significant year-on-year growth in revenue, EBITDA, and PAT. Operational highlights and positive future outlook contribute to the positive sentiment.
Seamec Limited has released the transcript of its investors/analyst earnings concall held on May 19, 2026, pertaining to the audited financial results for the quarter and year ended March 31, 2026 (Q4 FY26).
The company reported strong financial performance for FY26, achieving its highest-ever annual revenue and profitability. On a consolidated basis, revenue for FY26 stood at ₹1,000 crores, a 47% year-on-year increase from ₹682 crores in FY25. Consolidated EBITDA for FY26 reached ₹447 crores, up from ₹244 crores in FY25. Profit after tax (PAT) on a consolidated basis for FY26 was ₹253 crores, compared to ₹88 crores in FY25. ROCE and ROE were reported at 18% and 19% respectively.
For Q4 FY26, consolidated revenue surged by 58% year-on-year to ₹330 crores from ₹209 crores in Q4 FY25. Consolidated EBITDA stood at ₹162 crores, a significant increase from ₹91 crores in Q4 FY25. Consolidated PAT for the quarter was ₹103 crores, up from ₹41 crores in the same quarter last year.
Key operational highlights for FY26 included the successful completion of the turnkey revamping of ONGC NLM 9 platform, the integration and commencement of operation of SEAMEC AGASTYA, and securing two significant O&M contracts for MSV Samudra Prabha and MSV Samudra Sevak, extending revenue visibility until 2028.
The management highlighted that FY26 has been a defining year for Seamec, driven by strong operational execution, higher fleet deployment, improved vessel utilization, and disciplined project delivery. The company is well-positioned to benefit from global energy security priorities and India's focus on expanding domestic exploration and production activities.
Regarding future outlook, the company anticipates sustained investment expansion in the offshore sector and expects to enter FY27 with strong order visibility. However, the management cautioned about potential risks due to the ongoing geopolitical scenario in West Asia, which could affect contractual execution timelines and asset deployment. The company has guided for approximately 15% revenue growth in the upcoming year, with EBITDA margins expected to remain stable in the range of 40%-42%.
What to do with a filing like this
Seamec Limited filed this with the NSE as a statutory disclosure, categorised under other results related. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Seamec Limited. Read the original for the full detail.