🇸🇬 SG 5E2.SI

Seatrium Ltd — Offshore Marine Turnaround & S$17.8B Orderbook Thesis

🏢 Seatrium Ltd ✍️ AiAlphaLens Research 📅 March 17, 2026

Research Summary

Seatrium's FY2025 net profit doubled to S$324M — first meaningful profit since 2017 — with gross margin tripling from 3.2% to 7.4% YoY. S$17.8B orderbook provides multi-year earnings visibility. BUY | PT S$2.80 (+27% upside from S$2.20).

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