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.
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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.
Suraksha Diagnostic Limited concluded FY26 with 23.1% revenue growth to INR 3104M. Strategy shifts towards specialized genomics and multi-state expansion into Bihar, Tripura, and Jharkhand.
Krishna Defence reported strong FY26 performance with 29.1% revenue growth and 85.6% PAT growth, driven by defence indigenization.
Linc Ltd reported FY26 operating income of ₹54,301 lakhs, steady YoY, despite Q4 softness due to geopolitical headwinds and corporate sales moderation.
Chembond Chemicals FY26 revenue grew 12% to ₹326.15cr with PAT of ₹34cr. Management highlighted a strong H2 rebound and demerger-led structural focus on water technologies.
CAPL delivered strong FY26 results with 76% revenue growth, driven by a strategic pivot to high-margin Solar EPC which now contributes 60% of revenue.
Duroply reports FY26 revenue of ₹402.6 Cr, up 8.3% YoY. The company is pivoting towards B2B and project sales while managing inflationary pressures through price hikes.
TVS Electronics reported FY26 revenue of ₹455 crores (+6% YoY) and turned profitable with ₹1 crore PAT. Management is pivoting towards higher-margin services and EMS while exiting non-profitable geographies.
Ajax Engineering reported FY26 revenue of ₹2,103cr with 12.6% EBITDA margins. The company maintained its SLCM market leadership (73.5%) despite emission norm transitions and slower government capex spending.
Pennar delivered record FY26 revenue and PAT, driven by strong growth in US PEB and engineering services. Management is pivoting towards higher-margin segments despite working capital and debt pressure.
Swastika Castal Ltd (H2 FY26) reported revenue of ₹36.19 cr, up 19.5% YoY, driven by power and infrastructure sectors. EBITDA was ₹6.22 cr; PAT ₹3.28 cr.
Ashoka Buildcon reported Q4 FY26 standalone income of ₹1,819cr (-10% YoY) and EBITDA margins of 9.2%. Strategy focuses on asset monetization and diversifying into international EPC and T&D segments.
Tipco Engineering reports robust FY26 standalone performance with revenue of ₹146.07 Cr and PAT of ₹25.31 Cr. The firm successfully listed on BSE SME on April 1, 2026.
Management navigates a challenging global sugar surplus and falling prices while aggressively pivoting to higher-margin Consumer Products and Ethanol. A major refinery closure cleanup is underway to de-risk the balance sheet.
Carysil reported strong FY26 performance with consolidated revenue of ₹924cr (up 13%) and PAT of ₹98cr (up 54%), driven by quartz sink expansion and strategic partnerships with global retailers.
BCL Industries shows resilience by pivoting capacity to ENA/Liquor as ethanol allocations dipped. Profitability is buoyed by operational efficiencies and backward integration through a new rice straw boiler.
EPACK Durable reported Q4 FY26 revenue of ₹591 cr (down 8% YoY) and PAT of ₹2.4 lakh, impacted by PLI reversals and RAC industry headwinds.
Finbud is an integrated retail-credit franchise scaling through its distribution, data, digital (Zap), and lending (Equall) layers. FY26 marked a landmark year with IPO and crossing ₹10,000+ cr in total disbursals.
Spencer's Retail reported Q4FY26 consolidated revenue of ₹436cr with marginal EBITDA of ₹2cr, driven by Spencer's format recovery.
Carysil reported strong FY26 performance with total income of ₹932cr (up 14%) and PAT of ₹98cr (up 53%). Transitioning from sink manufacturer to integrated kitchen/bathroom solution provider.
Greaves Cotton transformation (GREAVES.NEXT) from single-product focus to a diversified multi-business entity across Energy, Mobility, and Industrial Solutions.
Madhusudan Masala reports strong FY26 consolidated performance with 26% revenue growth, transitioning from a regional player to a national FMCG brand through its acquisition of Vitagreen.
TCI reported FY26 consolidated revenue of ₹49,650 Mn (+9.4% YoY) and PAT of ₹4,599 Mn (+10.5%). Growth driven by Supply Chain division becoming the largest business segment.
Gabion Technologies reports strong FY26 results with 14% revenue growth and 31% PAT growth. Management focuses on doubling manufacturing capacity to drive aggressive FY27-28 targets.
Brand Concepts reports Q4 FY26 revenue of ₹90.4 Cr (+25% YoY) with full-year revenue reaching ₹348.1 Cr (+19.2% YoY). The company is transitioning from trading to a vertically integrated, manufacturing-led model.
Crizac reported strong FY26 performance with 22.7% revenue growth and 41% PAT growth, driven by UK market dominance and active inorganic expansion in LATAM and B2C segments.
Goldiam reported record FY26 consolidated performance with revenue crossing ₹10,000 million. The company successfully transitioned into a major Lab-Grown Diamond (LGD) player, with LGD contributing 88% of export revenue.
Sanstar reported FY26 revenue of ₹7,846 Mn and PAT of ₹345 Mn. The firm transitioned toward higher-margin products with expanded 2,350 TPD capacity.
Anondita Medicare (formerly Anondita Healthcare) reported strong FY26 performance, achieving ₹137.4cr revenue and ₹34.3cr PAT. Strategy focuses on expanding high-margin female condom production and global exports.
Voler Car Limited's FY26 presentation highlights strong revenue growth driven by employee transportation services expansion and an asset-light model across 17+ cities.