Linc Ltd (BOM:531241)

Q2 2026 Linc Ltd Earnings Call Transcript

Nov 10, 2025 / 11:00 AM GMT

Release Date Price: ₹123.5 (+2.49%)

Transcript

Key Points

Positve

Linc Ltd (BOM:531241) reported a steady top-line performance with a 1.3% year-on-year revenue growth.
The company has a strong product foundation, with new products like the swipe marker range and Pentonic mechanical pencils receiving positive consumer responses.
Exports are gaining momentum, driven by agility in pricing, consistent supply performance, and innovation-led differentiation.
The collaboration with Mitsubishi Pencil Company Japan is progressing well, with operations beginning in October 2025.
The company's balance sheet remains robust, supported by net free cash and strong capital efficiency ratios.

Negative

Net profit saw a decline of 3.7%, largely due to losses in joint ventures amounting to 168 lakhs.
Operating EBITDA margin fell by 60 basis points due to higher employee costs from scheduled annual increments.
Volume growth for the Pentonic brand has decreased, particularly in the crowded INR10 segment.
The company's joint ventures, UniLink and Sikka Link, are still incurring losses and are not expected to break even immediately.
The growth in the Delhi category has been stagnant, with no significant improvement in recent quarters.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LINC.NS - Linc Ltd
Q2 2026 Linc Ltd Earnings Call
Nov 10, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good day ladies and gentlemen.

Welcome to Limited's Q2 F 26 earnings conference call. As a reminder, all participant lines will be in the listen-only mode. There will be an opportunity for you to ask questions after the management's opening remarks. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Naveen Agarwal, Head Institutional equities at SKP Securities Limited.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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