Linc Ltd (BOM:531241)

Q3 2026 Linc Ltd Earnings Call Transcript

Feb 12, 2026 / 10:00 AM GMT

Release Date Price: ₹111.8 (-3.66%)

Transcript

Key Points

Positve

Linc Ltd (BOM:531241) reported a year-on-year operating income growth of 5.8%, indicating steady progress.
The company has launched several new products that are showing positive early traction, suggesting potential for future growth.
Linc Ltd's joint venture with Mitsubishi Pencil Company Japan is operationally stable and has received an encouraging market response.
The company's cash conversion cycle improved from 63 days to 61 days, reflecting better operational efficiency.
Linc Ltd's focus on strengthening its product portfolio and building long-term growth drivers is expected to support sustainable growth.

Negative

The company faced margin pressures, with operating EBITDA margin impacted by a one-time increase in employee benefit expenses.
Net profit margin contracted by 191 basis points year-on-year, primarily due to lower operating margins and joint venture losses.
The Bengal manufacturing facility is behind schedule and is now expected to become operational by Q1 of FY27.
Export revenue has remained stagnant at around 20%, with no significant growth over the past few years.
The company's average selling price (ASP) has decreased due to a change in product mix, impacting overall margins.

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

LINC.NS - Linc Ltd
Q3 2026 Linc Ltd Earnings Call
Feb 12, 2026 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Link Limited's Q3 F526 earnest conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this 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 of Institutional Equities and XP Securities Limited.

Thank you and over to Mr. Agarwal.

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Unidentified_2 [2]
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