Linc Ltd (BOM:531241)

Q4 2026 Linc Ltd Earnings Call Transcript

May 27, 2026 / 10:30 AM GMT

Release Date Price: ₹98.55 (-2.43%)

Transcript

Key Points

Positve

Linc Ltd (BOM:531241) maintained a disciplined focus on strengthening business fundamentals, with operating income for the year standing at 543 crores.
The company reported an improvement in operating EBITDA margin for Q4 FY26, which stood at 12.9%, representing an improvement of 41 basis points year-on-year.
Linc Ltd's joint ventures, including those with Mitsubishi Pencil Company Japan and a Turkish partner, are progressing steadily, with stable operations and encouraging market responses.
The company has approved further investment in joint ventures, indicating confidence in future growth and stability.
Linc Ltd's balance sheet remains strong with a net cash position of 686 lakhs as of March 31, 2026, reflecting continued financial discipline.

Negative

Operating income for Q4 FY26 declined by 10.6% compared to the corresponding quarter last year, impacted by moderated corporate sales and geopolitical issues affecting export revenues.
The company's operating EBITDA margin for FY26 declined by 89 basis points over the previous year.
Export revenues were negatively impacted by geopolitical tensions, particularly in the Middle East and Eastern Africa, leading to a 25% year-on-year decline in Q4.
Polymer prices, a principal raw material, have risen due to supplier-side disruptions, and immediate full pass-through in pricing may not be feasible.
The company faces challenges in increasing throughput for retailers, with competition from other brands and the need to adapt distribution strategies.

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

LINC.NS - Linc Ltd
Q4 2026 Linc Ltd Earnings Call
May 27, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen.

Welcome to Link Limited's Q4 FY26 and FY26 earnings conference call. As a reminder, all files will be in the listen-only mode. There will be an opportunity for you to ask questions after the management's opening them up. Should you need assistance during the conference call, please signal an operator by pressing then zero on your touch tone 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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