Q1 2027 Linc Ltd Earnings Call Transcript
Key Points
- E-commerce segment grew robustly by 32% YoY, driven by sustained demand and the LinkOn subsidiary.
- General trade grew by 8% YoY, reflecting continued progress in brand building and distribution initiatives.
- Balance sheet remains strong with a net cash position of INR 1,194 lakhs as of June 30, 2026.
- Asset productivity is healthy, with a fixed asset turnover of 3.72 times, indicating efficient asset utilization.
- International initiatives are progressing, with UniLink's exports exceeding 50% of its revenue and Kenya subsidiary sales momentum improving.
- Operating income growth was modest at 1.4% YoY, impacted by a challenging operating environment.
- Corporate sales declined by 14% YoY due to a high base and timing of order execution.
- Export revenue declined by 3% YoY due to continued geopolitical uncertainty affecting global trade flows.
- EBITDA margin contracted by 89 bps YoY to 8.7%, primarily due to increased polymer prices and higher crude oil costs.
- PAT margin declined by 93 bps YoY to 4.2%, reflecting margin pressure from input cost inflation.
Good afternoon, ladies and gentlemen. Welcome to the Link Limited Q1 FY27 earnings conference call.
(Operator Instructions)
I now hand the conference over to Mr. Ananthan Anayan for SKP Securities Limited.
Thank you and over to you sir.
Good afternoon ladies and gentlemen.
It's my pleasure to welcome you all on behalf of Link Limited and SKP Securities to this financial results conference call.
We have with us Mr. N.K. Dujari, Director of Finance and CFO and Mr. Sanjeev Sancheti, from Uirtus Advisors LLP, the company's IR advisors.
We will have the opening remarks by the management, followed by a Q&A session.
Thank you, and over to you, Mr. Sanjeev.
Thank you, Anand.
Good afternoon to all the participants.
Before I hand over the call to Mr. Brujari for the opening remarks, I would like to draw your attention.
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