| Revenue growth | 1.4% YoY for Q1 FY27. |
|---|---|
| Margins | EBITDA margin contracted 89 bps to 8.7% due to raw material costs. |
| Order book | Corporate sales are requirement-based, causing quarterly fluctuations. |
| Demand visibility | Sustained demand for General Trade and e-commerce. |
| Management confidence | High on long-term foundations and strategic partnerships. |
Growth
Revenue grew 1.4% YoY; Operating EBITDA fell 8% to ₹1,209 lakhs. PAT declined 17.6% YoY to ₹581 lakhs.
Outlook
New manufacturing facility operational by Q3 FY27. Goal to tap ₹38,500 crore Indian stationery market; step up brand spend to ~3%.
Risks
Elevated polymer prices driven by crude oil; geopolitical uncertainties affecting exports (down 3%).
Last quarter's promises, checked
Delivered
- Dividend of INR 1.5 per share → delivered INR 1.5 per share (= BEAT)
- West Bengal facility operational by Q3 FY27 → on track (= BEAT)
- Split sales team to drive GT growth → GT grew 8% in Q1 FY27 (= BEAT)
Partly delivered
- Increase sales team by 125 people → Strength increased but margin pressure persists (= PARTIAL)
Missed
- Expected Q4 FY26 trends to ease → EBITDA margin fell from 11% to 8.7% (= MISS)
- Expected export demand to stabilize → Exports fell 3% YoY (= MISS)
Investor Presentation filed with BSE, NSE: LINC. Summary written with AI assistance from 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.
More from Linc Ltd
All →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%
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%
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.
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.
Linc Earnings Call Transcript: Key Takeaways
Linc Ltd delivered a stable performance with 1.4% revenue growth despite geopolitical headwinds and high input costs affecting margins.
Linc Q1 FY27 Results: Net Profit ₹6 Cr, Down 15.5% YoY
Linc Ltd reported revenue from operations of ₹138.9 Cr (+1.4% YoY) and net profit of ₹6 Cr (-15.5% YoY) for Q1 FY27.
- Key figure
- Net profit ₹6 Cr · -15.5% YoY