ALFA Finder| 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
- ₹90.05
- Market cap
- ₹535.7 Cr
- Revenue (annual)
- ₹543.0 Cr
- Net profit (annual)
- ₹32.74 Cr
- P/E (TTM)
- 19.7×Sector 46.8×
- 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.
More from Linc Ltd
All →Linc Results Update
Linc's Q2 FY27 total income rose 9.9% to ₹15,535 lakhs, but PAT fell 50.5% to ₹419 lakhs. Higher raw material costs and promotion spending squeezed margins.
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
Linc Board Meeting Date
Linc Ltd announced that its Board of Directors meeting is scheduled for 5 November 2026. The agenda includes approval of unaudited financial results for Q1 and H1 FY27.
Linc Credit Rating
Acuite Ratings & Research has reaffirmed the Long-Term (ACUITE A+/Stable) and Short-Term (ACUITE A1+) credit ratings for Linc Limited's bank facilities.
Linc Other Announcement
Linc Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required by SEBI regulations.
Linc Annual General Meeting
Linc Ltd's postal ballot passed all three resolutions on director re-appointment and salary increases. Results were disclosed under Regulation 44 of the SEBI LODR Rules.