| 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
- ₹86.51
- Market cap
- ₹514.6 Cr
- Revenue (annual)
- ₹543.0 Cr
- Net profit (annual)
- ₹32.74 Cr
- P/E (TTM)
- 16.3×Sector 40.4×
- 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 Capacity Expansion
Linc Limited has inaugurated a new 'Stackoo' retail outlet and product experience centre in Borivali East, Mumbai. This store aims to deepen consumer engagement through experiential displays.
Linc Other Announcement
Linc Limited has shared the web-link to access its Annual Report and Notice of the 32nd AGM for the financial year 2025-26 with shareholders.