Earnings Presentation for quarter and year ended 31st March, 2026
LINC · price
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Linc Limited reported Q4 FY26 operating income of ₹13,767 lakhs, down 10.6% YoY due to softer corporate sales and export headwinds from geopolitical uncertainty. Despite the revenue decline, Q4 EBITDA margin improved 41 bps to 12.9% year-on-year, showing operational efficiency gains. Full year FY26 operating income was broadly stable at ₹54,301 lakhs (-0.1% YoY), though EBITDA margin declined 89 bps to 11.0% due to rising polymer prices (raw material) that could not be fully passed through due to competitive pressures. PAT for FY26 stood at ₹3,274 lakhs (-13.9% YoY). The company continues to expand internationally through joint ventures including Mitsubishi Pencil, Turkey JV, and Morris Korea, while its Kenya subsidiary builds momentum. The Board recommended a dividend of ₹1.5 per share (27% payout). The balance sheet remains strong with negative net debt of ₹686 lakhs.
The Q4 margin improvement despite revenue decline signals effective cost management, though rising raw material costs and weak export demand visibility remain near-term concerns. The strong balance sheet and consistent dividend payout provide stability for shareholders.