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5E2.SI Stock Today: Profit Doubles, Dividend Hiked – February 27

Global Market Insights
5 mins read

Seatrium stock rose about 3% to S$2.28 today as FY2025 net profit doubled to S$323.6 million, the final dividend increased to S$0.03, and management kept up share buybacks. The order book stands at S$17.8 billion with a S$32 billion pipeline through 2033, giving long visibility. On the SGX, 5E2.SI traded between S$2.26 and S$2.32, near its 52‑week high of S$2.50. At today’s price, Seatrium stock trades at 28.5 times TTM EPS of S$0.08 and a market cap of about S$7.72 billion.

Earnings and dividend highlights

FY2025 net profit climbed to S$323.6 million, roughly double a year ago, helped by margin expansion and stronger oil and gas and offshore-wind revenue. Management pointed to healthier project execution and pricing. Revenue grew around 26.6% year on year, supporting operating leverage. Shares firmed after the print, reflecting improved confidence in guidance and backlog quality source.

The board declared a higher final dividend of S$0.03 per share. At S$2.28, that implies a forward yield of about 1.32%. Based on FY2025 earnings and current share count, the payout ratio is roughly 31%. Management also continued the Seatrium share buyback programme, signalling balance-sheet comfort and cash discipline source.

Order book and multi‑year visibility

The confirmed order book totals S$17.8 billion, while the qualified pipeline is about S$32 billion stretching through 2033. Projects span FPSOs, fixed platforms, and HVDC/HVAC substations tied to offshore wind. This mix supports yard utilisation and learning-curve benefits. Key sensitivities include customer final investment decisions and delivery schedules across complex energy projects.

We will track conversion of late‑stage prospects, margin protection on legacy contracts, and execution milestones in offshore-wind packages. Oil and gas capex trends remain constructive, which helps replenishment. The next scheduled update is the earnings announcement on 24 Jul 2026. Clear disclosures on cash collection and stage-of-completion should guide expectations for Seatrium earnings 2025 comparisons.

Valuation and balance‑sheet check

At S$2.28, Seatrium stock trades at 28.5x TTM EPS, 0.73x sales, and 1.19x book. Free cash flow yield sits near 13.8% TTM, though sustainability depends on working-capital release. Interest coverage of 3.28x and a current ratio of 1.07 suggest adequate but not lush headroom. Internal scorecards are mixed: Stock Grade B+ (Buy) vs Company Rating C+ (Sell) on profitability and DCF.

Return on equity is 4.1% and ROIC 2.7%, leaving room to improve as higher-margin work rolls off. Debt-to-equity stands at 0.43. Receivables days are elevated at about 225, highlighting cash collection risk. The cash conversion cycle of roughly 23 days should tighten if milestone billings accelerate, supporting Seatrium dividend 2025 capacity.

Price action and technical view

Price gained 3.17% to S$2.28, above the 50‑day S$2.1404 and 200‑day S$2.1925. RSI at 66.9 leans strong, while CCI at 170.5 screens overbought. Price sits above the Bollinger upper band at S$2.25, a sign of short‑term stretch. Immediate resistance is S$2.32, then S$2.50. Initial support sits near S$2.20–S$2.19.

Turnover surged to 46.2 million versus a 9.68 million average, validating the breakout. MACD turned positive, and ADX at 20 signals a maturing uptrend. ATR at 0.05 points to moderate intraday swings on SGX. Traders may consider staged entries, as momentum is firm but near-term readings suggest pullback risk in Seatrium stock.

Final Thoughts

Seatrium stock rallied after a clean set of FY2025 results: profit doubled to S$323.6 million, the final dividend rose to S$0.03, and buybacks continued. A S$17.8 billion order book and S$32 billion pipeline provide multi‑year visibility across FPSOs and grid projects, which should aid utilisation and margins. Valuation is not cheap on earnings, yet price-to-sales and free cash flow metrics look reasonable if cash conversion improves. Technicals show strength with near‑term overbought signals. For investors in Singapore, a practical plan is to scale in on dips toward the 50‑ to 200‑day area, monitor new order wins and milestone billings, and watch capital return updates for Seatrium dividend 2025. Execution on offshore wind and oil and gas should shape the next leg.

FAQs

Why did Seatrium stock rise today?

Shares gained after FY2025 profit doubled to S$323.6 million, margins improved, the final dividend was lifted to S$0.03, and buybacks continued. Stronger oil and gas and offshore-wind revenue supported the beat. The order book of S$17.8 billion and a S$32 billion pipeline also boosted confidence near term.

What is the Seatrium dividend 2025 and the implied yield?

The board declared a final dividend of S$0.03 per share for FY2025. At today’s price of S$2.28, that implies a forward yield of about 1.32%. This compares with a TTM dividend yield near 0.66%. Future payouts will depend on cash conversion and new project wins.

Are Seatrium earnings 2025 levels sustainable?

Sustainability rests on backlog execution, margin discipline, and customer payment timing. The S$17.8 billion order book and S$32 billion pipeline offer support, while oil and gas spending remains constructive. Watch receivables days and milestone billings, as cash collection can swing results even when reported profit trends look firm.

Does Seatrium have an active share buyback?

Yes. Management continued the Seatrium share buyback programme alongside the higher dividend. Buybacks can offset dilution and support per‑share metrics. The actual impact depends on pace, pricing, and free cash flow. Investors should track daily SGX disclosures for volumes repurchased and remaining mandate headroom.

Disclaimer:

The content shared by Meyka AI PTY LTD is solely for research and informational purposes.  Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.

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