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Earnings Call

Linc Earnings Call: Key Takeaways

Linc Ltd reported flat FY26 revenue at ₹54,301 lakhs with PAT declining 13.9% to ₹3,274 lakhs. Strategy focuses on premiumization through 'Pentonic' and expansion into stationery adjacencies.

Why this was an Alfa AlertNot a filter event. Financials were flat or declining and no material beat of prior guidance was stated.
Highlights
Revenue growthFlat YoY growth in FY26 at ₹54,301 lakhs.
MarginsOperating EBITDA margin contracted to 11.0% from 11.8%.
Order bookPromising order book for Turkish partner joint venture.
Demand visibilityStrong Indian youth/student demographic creating structural demand base.
Management confidenceFocus on premiumization (34.4% revenue share) and international JVs.

Growth

FY26 revenue was ₹54,301 lakhs (flat YoY); PAT at ₹3,274 lakhs vs ₹3,804 lakhs (13.9% decline).

Outlook

Commissioning West Bengal plant by Q3 FY27; targeting ₹38,500 crore total stationery market opportunity.

Risks

Mass segment revenue declined 13.45% YoY; overall margins compressed from 11.8% to 11.0%.

Source

Earnings Call filed with BSE, NSE: LINC. Summary written with AI assistance from the document.

Read the document ↗

Linc Ltd: key numbers

Share price
₹93.23
Market cap
₹554.6 Cr
Revenue (annual)
₹543.0 Cr
Net profit (annual)
₹32.74 Cr
P/E (TTM)
17.6×Sector 41.4×
Promoter holding
61.02%+0.00% QoQ
FII holding
0.93%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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16:36 IST BSE
Promoter Buying (Off-Market)

Linc Promoter Buying (Off-Market): ₹1.29 Cr

Promoter group members of Linc Ltd completed an inter-se transfer of 1,40,500 shares. The market transactions involved one seller and four buyers within the promoter group.

Value
₹1.29 Cr
Promoter stake change
+0.24%
16:12 IST BSE
Promoter Buying (Off-Market)

Linc Promoter Buying (Off-Market)

Promoter Devanshi Jalan disposed 1,40,500 shares, while Deepak Jalan acquired 48,500 shares via an off-market inter-se transfer within the promoter group of Linc Ltd.

Promoter stake change
+0.08%
15:04 IST BSE
Annual General Meeting

Linc Annual General Meeting

Linc Ltd filed 32nd AGM proceedings from September 17, 2026, covering financials adoption, dividend, director re-appointment, and RPT approval. Voting results pending separate filing.

11:42 IST BSE
Annual General Meeting

Linc Annual General Meeting

Linc Limited issued a Postal Ballot Notice to re-appoint an Independent Director. It also seeks approval for salary revisions of two WTD relatives.