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Earnings Call

Linc Earnings Call: Key Takeaways

Linc Ltd reported FY26 operating income of ₹54,301 lakhs, steady YoY, despite Q4 softness due to geopolitical headwinds and corporate sales moderation.

Highlights
Revenue growthFY26 revenue stable at ₹54,301 lakhs; Q4 down 10.6% YoY.
MarginsFY26 EBITDA margin 11.0% (down 89bps); Q4 margin 12.9% (up 41bps).
Order bookCorporate orders project-driven and timing-dependent; current moderation.
Demand visibilityLimited in export markets due to geopolitical concerns.
Management confidenceConfident in long-term growth as near-term headwinds recede.

Growth

FY26 PAT at ₹3,274 lakhs (down 13.9% YoY); Q4 FY26 revenue fell 10.6% YoY to ₹13,767 lakhs.

Outlook

Recommended ₹1.5 dividend; scaling international JVs (Mitsubishi, Turkey) and Kenya subsidiary; Linc On contribution from FY27.

Risks

Rising polymer prices, geopolitical uncertainty affecting exports, and competitive pricing pressures.

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.