Investor Presentation

SEAMEC LIMITED A member of MMG MMK,llJ,,.WAJ..GROUP Regd. Office: A-901-905, 9th Floor, 215 Atrium, Andheri Kurla Road, Andheri (East), Mumbai 400 093, India Tel.: +91-22-6694 1800 • Fax: +91-22-6694 1818 • E-mail: contact@seamec.in • CIN: L63032MH1986PLC154910 SEAMEC/BSE&NSE/SMO/ INVESTORPRESENTATION /0311/2026 November 03, 2026 Corporate Relations Department The Manager Listing Department BSE Limited National Stock Exchange of India Limited Phirojee Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block, Dalal Street, Bandra-Kurla Complex, Bandra (East) Mumbai – 400001 Mumbai - 400051 Scrip Code: 526807 Trading Symbol: SEAMECLTD Sub: Investor Presentation of the Investor Meet of SEAMEC LIMITED (‘the Company’) Ref: a. Regulation 30 (read with Schedule III -Part A) of Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘Listing Regulations’) b. ISIN: INE497B01018 Dear Sir / Madam, Pursuant to our intimation letter SEAMEC/BSE&NSE/SMO/INVESTORMEET/2910/2026 dated October 29, 2026, kindly note that the Board of Directors of the Company at its meeting held on Tuesday, November 03, 2026, have inter alia considered and approved Unaudited Standalone & Consolidated Financial Results for the quarter and six months ended September 30, 2026. Enclosed is the Investor Presentation in this regard. The above is made available on the Company’s website i.e. https://www.seamec.in/ This is for your information and record. Yours Faithfully, For SEAMEC LIMITED S.N. Mohanty President – Corporate Affairs, Legal and Company Secretary Please visit us at: www.seamec.in CONTRACTOR MEMBER t@ IMCA ~ MGMT. SYS. MGMISYS International Marine Contractors Association CerIS tO ifi e90 d0 1 b: y2 0 I1 R5 Q S Av AC□ II CeI rS tO if i1 e4 d0 0 b1: y 2 0 IR15 Q S Av AC□ )I Ce1S rtO if4 ie5 d0 0 b1 y" I0 R18 Q S OHSMS 007 SEAMEC LIMITED Investor P resentation | Q2 & H1 FY27 Disclaimer SEAMEC LIMITED This presentation has been prepared by SEAMEC Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Table Of Contents SEAMEC LIMITED Financial Company Highlights Overview Business Overview Industry Overview Financial Highlights Chairman’s Message SEAMEC LIMITED We continue to make steady progress in FY27, with a sustained focus on operational excellence, disciplined fleet deployment and creating long-term value for our stakeholders. Our diversified fleet, experienced workforce and established execution capabilities continue to position SEAMEC as a trusted offshore services partner for customers in India and overseas. The outlook for India's offshore energy sector remains encouraging, supported by the country's strategic focus on strengthening energy security, accelerating domestic hydrocarbon production and reducing dependence on energy imports. Recent hydrocarbon discoveries in the Andaman offshore basin, continued redevelopment and enhanced recovery activities at mature fields such as Mumbai High, ongoing Open Acreage Licensing Programme (OALP) bidding rounds and sustained capital expenditure by National Oil Companies are expected to create a healthy pipeline of opportunities for offshore marine and subsea service providers like SEAMEC. Mr. Sanjeev Agrawal Beyond conventional offshore oil and gas activities, we are also witnessing growing opportunities in subsea Chairman, SEAMEC Ltd said: inspection, maintenance and repair (IMR), offshore infrastructure development and specialised marine support services. These developments, coupled with the increasing complexity of offshore operations, are expected to support long-term demand for specialised assets such as Diving Support Vessels (DSVs) and Offshore Support Vessels (OSVs). Standalone Financial Highlights – Quarterly & Half Yearly Revenue EBITDA Cash Profit PAT )erorC .sR( ylretrauQ )erorC .sR( ylraeY flaH SEAMEC LIMITED 283 124 117 81 51 - 83 4 0.2 - Q1 FY27 Q2 FY26 Q2 FY27 Q1 FY27 Q2 FY26 Q2 FY27 Q1 FY27 Q2 FY26 Q2 FY27 I Q1 FY27 Q2 FY26 Q2 FY27 ------------------------------------~I --------------------------------+---------------------------------:I ----------------------------- 467 148 175 I 65% 57% 54% I 85 284 94 114 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 Q2 FY27 Standalone Financial Highlights SEAMEC LIMITED ~~--------------------~, Rs. in Crore Q2 FY27 Q2 FY26 Y-o-Y % Q1 FY27 Revenue 183.6 82.4 123% 283.3 Revenue Highest ever revenue in Q2 due to Operating Expenses 104.9 45.1 132% 108.5 newly acquired Vessel Seamec Employee Cost 38.9 29.2 33% 39.1 Agastya, New Vessel Contracts of Other Expenses 8.7 8.0 9% 18.9 Samudra Sevak and Samudra Total Expenditure 152.5 82.3 85% 166.5 Prabha and higher deployment of EBITDA 31.2 0.2 100% 116.8 Seamec II and Swordfish. EBITDA Margin (%) 17% 0.2% 41.2% Other Income 21.1 9.0 134% 19.1 EBITDA Depreciation 47.0 30.0 57% 42.9 Increase in EBITDA is on account Finance Cost 3.0 4.0 (25%) 3.7 of the new additions in Samudra Exceptional Item (Gain) / Sevak, Samudra Prabha and - - - Loss Seamec Agastya despite repair Profit Before Tax 2.2 (24.8) 109% 89.3 work in Samudra Prabha Tax (1.9) 1.1 8.1 amounting Rs 12.50 Crores. Profit After Tax 4.2 (25.8) 116% 81.2 Profit After Tax Margin (%) 2.3% (31.3%) 28.6% ,, ;~ ; Basic EPS (Rs.) 1.6 (10.2) 31.9 H1 FY27 Standalone Financial Highlights SEAMEC LIMITED ~~--------------------~, Rs. in Crore H1 FY27 H1 FY26 Y-o-Y % I ' I Revenue \ Revenue 467.0 283.8 65% Higher deployment of Swordfish, Operating Expenses 213.4 110.2 94% New vessel contracts of Samudra Employee Cost 78.0 57.3 36% Sevak and Samudra Prabha and Other Expenses 27.6 21.9 26% newly acquired vessel Seamec Total [Showing first 8,000 characters — download PDF for full document]