ALFA Finder
The call ran from 3:29 PM to 4:04 PM IST (35 min).
Key takeaways
Q2 FY27 revenue rose 10.8% YoY to ₹15,412 lakh, but EBITDA margin fell to 7.3% from 11.3%. Raw material costs and promotions drove the contraction; management declined to guide on profitability, citing volatility.
| Revenue growth | Operating income up 10.8% YoY, 10.9% QoQ; promotion-driven. |
|---|---|
| Margins | EBITDA margin 7.3% vs 11.3% YoY; RM and promotions drove 393bps contraction. |
| Demand visibility | Demand supported by promotions; Kenya and Linc On improving. |
| Management confidence | Defensive; declined margin guidance citing volatility. |
Growth
Revenue +10.8% YoY and +10.9% QoQ, driven by promotions; EBITDA fell 393bps to 7.3%.
Outlook
Margins expected to improve from Q4 if raw materials stay stable; no numeric guidance given; three products in 3-4 quarters.
Risks
Unquantified margin recovery, raw material volatility, sustained promotional spend, and West Bengal plant commissioning timing risk.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Linc Q2 FY27 Results: Net Profit ₹5.2 Cr, Down 38.1% YoY
Linc Ltd reported revenue from operations of ₹154.1 Cr (+10.8% YoY) and net profit of ₹5.2 Cr (-38.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹5.2 Cr · -38.1% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
PAT stood at INR 581 lakhs; West Bengal facility expected operational by Q3 FY27.
Growth they described
Operating income rose 1.4% to INR 13,895 lakhs; e-commerce grew 32% while corporate sales and exports declined.
Call details
| Company | Linc Ltd |
|---|---|
| NSE symbol | LINC |
| ISIN | INE802B01027 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 3:30 PM IST |
| Length | 35 min |
Linc Ltd: key numbers
- Share price
- ₹89.06
- Market cap
- ₹529.8 Cr
- Revenue (annual)
- ₹543.0 Cr
- Net profit (annual)
- ₹32.74 Cr
- P/E (TTM)
- 19.5×Sector 46.1×
- Promoter holding
- 61.21%+0.19% QoQ
- FII holding
- 0.79%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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