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SEAMECLTDSEAMEC LtdShipping
₹1,420+62.3% 1y

SEAMEC Ltd (SEAMECLTD) — share price & stock analysis

From losses in FY14 and FY17 to record profits — the comeback is real, the price knows it.

TURNAROUNDBeating NIFTY 500 for 36 weeks
STAGE 2 UPTRENDBEATING NIFTY 36W
TURNAROUNDMARGINS EXPANDINGLOW DEBTWC STRETCHING
DEEP CYCLICALEXPANSION
₹3,610 Cr
Market cap
14.4×
P/E
21.8%
ROE
By Sector Alpha Research · machine-compiled from Screener.in data · Updated 1 July 2026 · Sources: Screener.in company page, NSE quote · Not investment advice
The 30-second answer

SEAMEC Ltd (SEAMECLTD) trades at ₹1,420 as of 1 July 2026, up 62% over the past year — beating NIFTY 500 for 36 weeks. The machine reads this as turnaround: from losses in FY14 and FY17 to record profits — the comeback is real, the price knows it. the price is in Stage 2 — advancing, 27 weeks in; the business cycle reads DEEP CYCLICAL / EXPANSION. Fundamentals-momentum score: 89/100 (mostly improving).

Data as of 1 July 2026 · every number traces to its Screener source column · not investment advice.

Key numbers
Market cap
₹3,610 Cr
P/E
14.4×
ROE
21.8%
Book value / share
₹512
Revenue (FY26)
₹952 Cr
Profit after tax (FY26)
₹254 Cr
Weinstein stage
Stage 2 (27 weeks)
Data as of
1 July 2026
MOMENTUM OF THE FUNDAMENTALS
89/100
MOSTLY IMPROVING
Levels: ROCE 20% — a high-quality engine · effectively no debt · margins near the top of their band
SalesUp 64% YoY
MarginsOPM 40.6% → 48.7% in a year
ProfitUp 154% YoY
Cash generationOperating cash ₹299 Cr → ₹321 Cr
Balance sheetDebt is ₹27 per ₹100 of shareholders’ money
Committed ownersPromoters + funds hold 80.9% (a year ago: 82.0%)
DEEP CYCLICAL
Trough
Recovery
Expansion
Peak

Profits swing violently in this business — real losses in FY14 and FY17. That is what “deep cyclical” means: the same company looks brilliant at the top of its cycle and broken at the bottom.net_profit

Where the clock stands now: earnings sit at 100% of their historical range, margins are near the top of their band, and valuation history is thin. That reads as EXPANSION — the comfortable middle — but the records are already on the table; from here the bet is that they keep coming.net_profit

5 of the 6 things we track are currently moving the right way — nearly everything is pulling in the same direction.

Where the levels actually stand: ROCE 20% — a high-quality engine; effectively no debt; margins near the top of their band. Momentum says which way things are moving; these say where they are.

Read this number for what it is: it measures the DIRECTION of change, not the quality of the business. A mediocre business getting better scores high here; a great one having a soft quarter scores low. Profit, sales and margins count double.

WHERE THE PRICE IS IN ITS CYCLE

Stage 2: the trend is up, and has been for 27 weeks

STAGE 2 · ADVANCING · 27 WEEKS

Price trends have a life cycle: they base (1), advance (2), top out (3) and decline (4). This chart is in Stage 2: advancing — 27 weeks so far, confirmed.stage

The price sits above its rising 200-day average (₹1,294 today) — trends like this persist more often than they reverse, which is why the system rides them instead of guessing the top.dma_200

Beating NIFTY 500 for 36 weeks — relative strength is the market’s live opinion, and right now it is on this stock’s side.rs_mansfield

What would end it: two Friday closes in a row below the 200-day line. That is the house exit rule — mechanical, no debates.dma_200

Weekly price with its 200-day and 50-day averages — stages shaded₹weinstein_stages
S2S205001,0001,500Price200-DMAStage 2 began · Jan 26Feb 16Aug 19Mar 23Jul 26
Data: Weekly price, moving averages and stage (sampled — full series in the embedded dataset)
PeriodPrice (₹)200-DMA (₹)50-DMA (₹)Stage
Feb 1678.510290.24
May 1686.394.285.44
Aug 1692.096.198.12
Nov 1689.894.493.44
Jan 1784.289.884.84
Apr 1711791.797.34
Jul 171591101372
Oct 171371271432
Dec 171831421602
Mar 181851601822
Jun 182471912352
Sep 182762302762
Nov 181982292294
Feb 193352422742
May 194763194172
Aug 193853774322
Nov 193773713753
Jan 204634174662
Apr 203243893394
Jul 204163703584
Oct 204343864032
Dec 204404004252
Mar 214144284592
Jun 214634324472
Sep 218435066322
Nov 211,0367801,0852
Feb 221,1999261,1212
May 228961,0201,1252
Aug 228439789234
Oct 221,1211,0321,1082
Jan 238369909274
Apr 237088616974
Jul 237387796734
Sep 236337336594
Dec 239427718472
Mar 241,0809261,0982
Jun 241,0899861,0682
Aug 241,5871,1821,4442
Nov 241,1031,2591,3312
Feb 258961,1781,0644
May 258571,0879694
Aug 257929838574
Oct 258599448864
Jan 261,0599611,0062
Apr 261,5251,1241,3402
Jun 261,5841,2771,5342
Jul 261,4201,2941,4952
THE LONG ARC

Losses, then a rebuild: profits are at an all-time high

Over 12 years, sales went from ₹408 Cr to ₹952 Cr (about 7% a year), and profit from ₹−2.0 Cr to ₹254 Cr.revenuenet_profit

The books show real losses in FY14 and FY17 (worst: ₹−149 Cr). Everything about today’s cheap-looking numbers must be read against that history — the recovery is what you are buying.net_profit

Revenue by year₹ Crannual_results
05001,000FY14FY19FY24FY26
Data: Revenue by year
PeriodRevenue (₹ Cr)
FY14408
FY15350
FY16328
FY17208
FY18194
FY19314
FY20384
FY21257
FY22350
FY23437
FY24729
FY25652
FY26952
Profit by year₹ Crannual_results
0200FY14FY19FY24FY26
Data: Profit by year
PeriodProfit after tax (₹ Cr)
FY14-2
FY15122
FY165
FY17-149
FY181
FY1982
FY20133
FY2199
FY2284
FY2334
FY24121
FY2588
FY26254
OPM % by year%annual_results
-50.00.050.0FY14FY19FY24FY26
Data: OPM % by year
PeriodOPM % (%)
FY149.8
FY1520.3
FY1610.7
FY17-53.8
FY1817.0
FY1935.7
FY2044.0
FY2126.5
FY2237.1
FY2329.1
FY2433.3
FY2532.8
FY2642.0
CHAPTER 1 · THE ENGINE

Sales exploded 64% last quarter

Revenue — the money that comes in from customers, before any costs.

Mar 26 sales were ₹327 Cr, up 64% on the same quarter last year.revenue

Quarterly sales₹ Crquarterly_results
0200YoY %−30+113+64Jun 23Jun 24Jun 25Mar 26
Data: Quarterly sales
PeriodRevenue (₹ Cr)YoY growth (%)
Jun 23212–
Sep 2384.0–
Dec 23213–
Mar 24236–
Jun 242151.4
Sep 2488.04.8
Dec 24149-30.0
Mar 25200-15.3
Jun 25211-1.9
Sep 2597.010.2
Dec 25317112.8
Mar 2632763.5
WATCH →If quarterly growth slips below 32%, the story weakens.
CHAPTER 2 · THE TAKE

Margins are widening — 41% → 49% in a year

Margins — the share of every ₹100 of sales kept as profit. Gross (after raw materials), operating (after running costs), net (after everything).

Of every ₹100 of sales, the company keeps ₹48.7 as operating profit (a year ago it kept ₹40.6).opm_pct

Zoom out and this is the page's quiet hero: annual operating margin bottomed at 26.5% in FY21 and has been rebuilt to 42.0% — that recovery, not sales alone, is what powers the profit growth elsewhere on this page.operating_profit

The gross margin barely moved (100% → 100%), so the change came from running costs — the business is getting more efficient as it scales.gpm_pctopm_pct

Three margins, quarterly%margin_trends
0.050.0100.0GrossOperatingNetJun 23Jun 24Jun 25Mar 26
Data: Three margins, quarterly
PeriodGross (%)Operating (%)Net (%)
Jun 2310022.712.2
Sep 2310019.2-17.1
Dec 2310042.526.5
Mar 2410036.922.3
Jun 2410033.919.4
Sep 2410017.60.2
Dec 2410029.6-2.2
Mar 2510040.720.5
Jun 2510045.935.9
Sep 251008.1-26.4
Dec 2510042.831.5
Mar 2610048.731.7
WATCH →Two consecutive quarters of margin decline would break this trend.
CHAPTER 3 · THE BOTTOM LINE

Profit exploded 154% — mostly from selling more

PAT (profit after tax) — what is left for shareholders after every cost, interest and tax.

Mar 26 profit after tax was ₹104 Cr, up 154% year on year.net_profit

Quarterly profit after tax₹ Crquarterly_results
050.0100YoY %+92+100−105−23+52+3,433+154Jun 23Jun 24Jun 25Mar 26
Data: Quarterly profit after tax
PeriodPAT (₹ Cr)YoY growth (%)
Jun 2326.0–
Sep 23-14.0–
Dec 2356.0–
Mar 2453.0–
Jun 2450.092.3
Sep 240.0100.0
Dec 24-3.0-105.4
Mar 2541.0-22.6
Jun 2576.052.0
Sep 25-26.0–
Dec 251003,433.3
Mar 26104153.7
Where the profit change came from (Mar 25 → Mar 26)₹ Cr
41+51+27−7−16−2+10104PAT Mar 25More salesFattermarginsOther incomeDepreciationInterestTaxPAT Mar 26

The single biggest driver was selling more.

Data: Where the profit change came from (Mar 25 → Mar 26)
ComponentEffect (₹ Cr)
PAT Mar 2541
More sales+51
Fatter margins+27
Other income−7
Depreciation−16
Interest−2
Tax+10
PAT Mar 26104
CHAPTER 4 · THE ACID TEST

The profits are real — they turn into cash

Operating cash flow (CFO) — the cash that actually arrived, vs PAT, the profit accounting reports. Annual figures.

Over the last 5 profitable years, the business reported ₹581 Cr of profit and collected ₹917 Cr of operating cash — about 158% conversion.operating_cash_flownet_profit

When cash tracks profit this closely, the earnings need no asterisk.

Cash collected vs profit reported (annual)₹ Crcash_flow
0200Operating cash flowProfit after taxFY14FY19FY24FY26
Data: Cash collected vs profit reported (annual)
PeriodOperating cash flow (₹ Cr)Profit after tax (₹ Cr)
FY1429.0-2.0
FY1591.0122
FY1611.05.0
FY1713.0-149
FY1829.01.0
FY1997.082.0
FY20234133
FY2110699.0
FY2294.084.0
FY2353.034.0
FY24150121
FY2529988.0
FY26321254
CHAPTER 5 · THE PIPELINE

The cash cycle is stretching — more money stuck in the pipeline

Working capital — days of sales locked up in inventory and unpaid bills. Screener reports this yearly, so this chart is annual.

One rupee now takes about 120 days to go out the door as materials and come back as collected cash — up from 89 days the year before.cash_conversion_cycle

The biggest mover: customers taking longer to pay (89 → 120 days).debtor_days

Days of cash locked up (annual)daysratios
50100150200Customers owe (debtor days)FY14FY19FY24FY26
Data: Days of cash locked up (annual)
PeriodCustomers owe (debtor days) (days)
FY14133
FY15130
FY16208
FY17191
FY18221
FY19190
FY20148
FY21112
FY2241.0
FY2388.0
FY24114
FY2589.0
FY26120
CHAPTER 6 · THE BUILD

The asset base keeps compounding — this company builds

Capex — money spent on plants, machines and buildings. Gross block is what exists; CWIP (capital work-in-progress) is what is being built. Annual.

The productive asset base has gone from ₹233 Cr (FY14) to ₹897 Cr.fixed_assetscwip

The build is bigger than the cash engine: investing outflows (₹873 Cr) exceeded operating cash (₹770 Cr) over the last 3 years — the difference comes from debt or shareholders.investing_cash_flowoperating_cash_flow

Assets in place vs under construction (annual)₹ Crbalance_sheet
0250500750Fixed assetsUnder construction (CWIP)FY14FY19FY24FY26
Data: Assets in place vs under construction (annual)
PeriodFixed assets (₹ Cr)Under construction (CWIP) (₹ Cr)
FY142330.0
FY152170.0
FY161740.0
FY172061.0
FY181680.0
FY192360.0
FY202481.0
FY212910.0
FY224112.0
FY235850.0
FY247171.0
FY256550.0
FY268970.0
CHAPTER 7 · SURVIVAL

Almost no debt — this company cannot be killed by a bad year

Debt-to-equity — borrowings against shareholders’ money. Computed from the balance sheet. Annual.

For every ₹100 shareholders have put in (and left in), the company has borrowed ₹27 — total borrowings have grown from ₹0.0 Cr to ₹353 Cr over the window.borrowings

Total borrowings (annual)₹ Crbalance_sheet
0200FY14FY19FY24FY26
Data: Total borrowings (annual)
PeriodBorrowings (₹ Cr)
FY140.0
FY1513.0
FY1628.0
FY1718.0
FY187.0
FY1972.0
FY2073.0
FY2196.0
FY22127
FY23139
FY24327
FY25231
FY26353
Debt vs shareholders’ money (annual)xbalance_sheet
00.2FY14FY19FY24FY26
Data: Debt vs shareholders’ money (annual)
PeriodDebt ÷ equity (x)
FY140.0
FY150.0
FY160.1
FY170.1
FY180.0
FY190.2
FY200.1
FY210.2
FY220.2
FY230.2
FY240.4
FY250.2
FY260.3
CHAPTER 8 · THE ENGINE ROOM

Every ₹100 kept in the business now earns ₹20 — and the number is rising

ROCE — profit earned per ₹100 of capital used. ROE — the same, per ₹100 of shareholders’ money alone. Annual.

Return on capital employed is 20.0% (a year ago: 9.0%). This is the single best test of business quality: what the company earns on the money it keeps.roce_pct

Rising returns on capital while growing is the rarest combination in investing — it means the new projects earn more than the old ones.roce_pct

Returns on capital (annual)%ratios
-20.00.020.0ROCEFY14FY19FY24FY26
Data: Returns on capital (annual)
PeriodROCE (%)
FY141.0
FY1510.0
FY162.0
FY17-32.0
FY181.0
FY1921.0
FY2025.0
FY217.0
FY2210.0
FY233.0
FY2412.0
FY259.0
FY2620.0
CHAPTER 9 · WHO OWNS IT

Institutions bought the story, then started backing away

Shareholding — who owns the company: founders (promoters), foreign funds (FII), domestic funds (DII).

Promoters hold 72.7%, essentially unchanged. Foreign funds own 3.7%, domestic funds 4.5%.promoters_pctfiis_pctdiis_pct

Who holds the shares, quarterly%shareholding
Promoters72.1% → 72.7% · up 0.7 pts
72.072.272.472.6Jun 23Jun 24Jun 25Mar 26
Foreign funds2.7% → 3.7% · up 1.1 pts
3.03.54.0Jun 23Jun 24Jun 25Mar 26
Domestic funds0.0% → 4.5% · up 4.5 pts
0.02.04.06.0Jun 23Jun 24Jun 25Mar 26
Data: Who holds the shares, quarterly
PeriodPromoters (%)Foreign funds (%)Domestic funds (%)
Jun 2372.12.70.0
Sep 2372.12.70.0
Dec 2372.13.11.8
Mar 2472.13.25.4
Jun 2472.33.85.0
Sep 2472.34.16.2
Dec 2472.33.46.5
Mar 2572.33.16.6
Jun 2572.33.36.2
Sep 2572.73.63.8
Dec 2572.73.44.1
Mar 2672.73.74.5
WHAT IS NOT HAPPENING
  • Promoters are not selling. Their stake has moved 0.4 points or less in 8 quarters — it sits at 72.7%.promoters_pct
  • There is no debt story here. Borrowings are ₹27 per ₹100 of shareholders’ money — too small to matter, in either direction.borrowings
THE VERDICT

Strong on the data — worth the deeper look if the story keeps its promises

The numbers lean positive, and the price is roughly fair to the delivery so far.

Best thing in the data: profit rising (₹41.0 Cr → ₹104 Cr).net_profit

Biggest worry: free cash flow falling (₹134 Cr → ₹−71.0 Cr).operating_cash_flow

The machine committee — 7 independent readsSTUDY DEEPER · 72%
Earnings patternNEUTRAL5% · w21
Valuation cyclePOSITIVE84% · w19
CatalystsPOSITIVE50% · w14
Quality & safetyNEUTRAL42% · w14
TechnicalsPOSITIVE69% · w12
ValuationPOSITIVE90% · w10
Growth at a pricePOSITIVE78% · w10
7-model research readSTUDY DEEPER · 72% confidence
WHAT WOULD CHANGE THIS VIEWTwo quarters of margins reversing would kill this story.

Machine-written research from Screener data — every number traces to its source column. Sector Alpha is not a SEBI-registered investment adviser; nothing here is a recommendation to buy or sell. Not investment advice.

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Frequently asked questions

Straight answers from the data

What does SEAMEC Ltd do?

SEAMEC Ltd owns and operates 4 multi-support vessels for the provision of diving services, manned and unmanned subsea operations and related activities. It has also diversified into main fleet shipping vertical by acquiring 3 bulk carriers of various sizes.[1] It owns the largest fleet of multi-functional vessels in India.[2]. It is listed in the Shipping sector with a market capitalisation of ₹3,610 Cr.

What is SEAMEC Ltd's share price?

As of 1 July 2026, SEAMEC Ltd trades at ₹1,420, up 62% over the past year, with a market capitalisation of ₹3,610 Cr. Beating NIFTY 500 for 36 weeks. Prices are weekly closes from Screener data; this page refreshes with each weekly update.

What is SEAMEC Ltd's share price target?

Sector Alpha does not publish broker-style price targets. Our discounted-cash-flow model estimates SEAMEC Ltd's intrinsic value at ₹2,330 per share under base assumptions (bear ₹1,084, bull ₹2,330), against the current price of ₹1,420 — a 47% margin of safety. The current price already implies roughly 7% annual earnings growth. These are model estimates, not forecasts — treat them as one input alongside the valuation history below, not as a target.

What did SEAMEC Ltd report in its latest quarterly results?

In its most recent reported quarter (Q4 FY26, quarter ended March 2026): Mar 26 sales were ₹327 Cr, up 64% on the same quarter last year. Mar 26 profit after tax was ₹104 Cr, up 154% year on year. Figures are from Screener-scraped quarterly filings; the page updates when the next quarter is filed.

Is SEAMEC Ltd growing?

Sales exploded 64% last quarter. Mar 26 sales were ₹327 Cr, up 64% on the same quarter last year.

Are SEAMEC Ltd's profits growing?

Profit exploded 154% — mostly from selling more. Mar 26 profit after tax was ₹104 Cr, up 154% year on year.

What are SEAMEC Ltd's operating margins?

Margins are widening — 41% → 49% in a year. In the most recent quarter, of every ₹100 of sales, the company keeps ₹48.7 as operating profit (a year ago it kept ₹40.6).

What is SEAMEC Ltd's long-term growth record?

Revenue grew from ₹408 Cr in FY14 to ₹952 Cr in FY26 — a 7.3% compound annual growth rate over 12 years. Profit CAGR is not meaningful across this span — the company reported losses in FY14, FY17.

Is SEAMEC Ltd stock in an uptrend?

Stage 2: the trend is up, and has been for 27 weeks. SEAMEC Ltd is in Stage 2 — advancing, 27 weeks in (confirmed). Stages follow Stan Weinstein's four-phase read of weekly price against the 200-day average: basing (1), advancing (2), topping (3), declining (4).

Why is SEAMEC Ltd stock rising?

The price is up 62% over the past year, in a confirmed Stage 2 uptrend (27 weeks), and has beaten NIFTY 500 for 36 weeks.

Is SEAMEC Ltd beating the NIFTY 500?

Yes — beating NIFTY 500 for 36 weeks, as of 1 July 2026. Relative strength is measured weekly against the NIFTY 500 (Mansfield RS): a positive reading means the stock has outperformed the index over the trailing window, week after week.

Where is SEAMEC Ltd in its business cycle?

The data reads SEAMEC Ltd as a deep cyclical business currently in its expansion phase — earnings at an all-time high for this company. Profits swing violently in this business — real losses in FY14 and FY17. That is what “deep cyclical” means: the same company looks brilliant at the top of its cycle and broken at the bottom.

Who owns SEAMEC Ltd — what is the promoter holding?

Promoters hold 72.7%, essentially unchanged. Foreign funds own 3.7%, domestic funds 4.5%. Shareholding is from Screener's quarterly filings data.

Does SEAMEC Ltd have too much debt?

Almost no debt — this company cannot be killed by a bad year. For every ₹100 shareholders have put in (and left in), the company has borrowed ₹27 — total borrowings have grown from ₹0.0 Cr to ₹353 Cr over the window.

What is the bull case for SEAMEC Ltd?

From losses in FY14 and FY17 to record profits — the comeback is real, the price knows it. Best thing in the data: profit rising (₹41.0 Cr → ₹104 Cr). Sales exploded 64% last quarter.

What is the bear case for SEAMEC Ltd — what could break the story?

Biggest worry: free cash flow falling (₹134 Cr → ₹−71.0 Cr). Two quarters of margins reversing would kill this story. The nearest-term thing to watch: if quarterly growth slips below 32%, the story weakens. This falsification condition is stated up front so the thesis can be checked against incoming quarters, not defended after the fact.

Is SEAMEC Ltd a stock worth studying right now?

Sector Alpha does not publish buy or sell recommendations — this is a research read, not advice. What the data says: strong on the data — worth the deeper look if the story keeps its promises. The numbers lean positive, and the price is roughly fair to the delivery so far. Across the 7-model scorecard the composite research signal is study deeper at 72% confidence. This is machine-written research compiled from Screener data — every number traces to its source — and it is not investment advice. Do your own diligence.

Generated from Screener data · 11 sources · why_traces/1.0 + story/1.2
details
generated 2026-07-03 11:21 · 7 material moves detected
sources: screener_company_info, screener_quarterly_results, screener_annual_results, screener_valuation_history, screener_shareholding, screener_cash_flow, screener_ratios, screener_balance_sheet, screener_margin_trends, weinstein_stages, agent_scores