Update shared on 04 Dec 2025
Analysts have raised their price target on Sea1 Offshore slightly to reflect a modest improvement in future earnings multiples, now valuing the shares at approximately $30.35 per share.
What's in the News
- Sea1 Offshore has called a Special and Extraordinary Shareholders Meeting for December 12, 2025, to be held at the offices of Conyers Dill and Pearman in London, United Kingdom (company filing).
- The company has proposed amendments to its articles of association, indicating upcoming changes to its corporate bylaws and governance framework (company filing).
- Sea1 Offshore was awarded a three year contract, plus 6 month options at market terms, for the Platform Supply Vessel Sea1 Atlas in Brazil, starting in the first quarter of 2026. This lifts firm contract backlog to USD 743 million and options to USD 599 million (company announcement).
- A Special and Extraordinary Shareholders Meeting is scheduled for September 26, 2025, in London. The agenda includes approving the transfer of Sea1 Offshore's listing from Euronext Oslo Børs to Euronext Growth Oslo and related delisting and relisting resolutions (company filing).
Valuation Changes
- Fair Value: Unchanged at approximately NOK 30.35 per share. This indicates a stable central valuation estimate.
- Discount Rate: Risen slightly from 6.68 percent to about 6.69 percent. This implies a marginally higher required return on equity.
- Revenue Growth: Effectively unchanged at around negative 0.44 percent. This signals a flat to slightly contracting long term top line outlook in real terms.
- Net Profit Margin: Essentially stable at roughly 15.62 percent. This reflects no meaningful revision to long term profitability assumptions.
- Future P/E: Risen slightly from about 13.28x to roughly 13.37x. This suggests a marginally higher earnings multiple applied to future profits.
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