| Revenue growth | Stable 1.4% YoY growth; e-commerce surged 32%, corporate sales fell 14%. |
|---|---|
| Margins | EBITDA margin fell to 8.7% on higher polymer/oil prices. |
| Demand visibility | Strong domestic general trade and e-commerce; exports impacted by geopolitics. |
| Management confidence | Prudent and cautious; deferred guidance due to volatile raw material costs. |
Growth
Operating income rose 1.4% to INR 13,895 lakhs; e-commerce grew 32% while corporate sales and exports declined.
Outlook
PAT stood at INR 581 lakhs; West Bengal facility expected operational by Q3 FY27.
Risks
EBITDA margin contracted 89 bps due to high polymer prices; management deferred providing formal growth guidance.
Last quarter's promises, checked
Delivered
- Dividend payout → INR 1.5/share (= DELIVERED)
- Sales team expansion → Added 125 frontline staff (= DELIVERED)
- Joint Venture operations → Turkish/Mitsubishi JVs stable/commenced (= DELIVERED)
Partly delivered
- West Bengal Facility → Operational by Q3 FY27 (= PARTIAL)
- Kenya/Linc-on Subsidiaries → Gaining traction but slower ramp-up (= PARTIAL)
Missed
- Operating Income Q4 FY26 → INR 137.67 Cr (10.6% decline) (= MISS)
- EBITDA Margin FY26 → 11% (89 bps decline) (= MISS)
- Export/Pentonic Sales → Impacted by geopolitics/degrowth (= MISS)
Earnings Call Transcript 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 Investor Presentation: Key Takeaways
Linc Ltd reported Q1 FY27 revenue of ₹13,895 lakhs, up 1.4% YoY. Strategy focuses on premiumization through 'Pentonic' brand and expanding into stationery products via JVs.
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