Linc Limited has informed the Exchange about General Updates
LINC · price
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Awaiting price reaction for this filing.
Linc Limited reported Q4 FY25 revenue of ₹15,393 lacs, up 9.3% year-on-year and 26% quarter-on-quarter, driven by strong growth in the Pentonic segment and e-commerce/modern trade channels. Full-year FY25 revenue stood at ₹54,348 lacs (7% YoY growth), with operating EBITDA rising 14.1% to ₹6,440 lacs and margins improving 74 basis points to 11.8%, aided by the rising share of the higher-margin Pentonic brand (now 35.6% of revenue). Profit after tax for FY25 grew 11.2% to ₹3,804 lacs, with ROCE at 21.3% and ROE at 17.1%. The company announced a dividend of ₹1.50 per share (23.5% payout) and is expanding into adjacent stationery categories such as markers, highlighters, and pencils, which it says will grow its addressable market from ₹6,640 crore to ₹38,500 crore. A new joint venture with Japan's Mitsubishi Pencil Co. has commenced setup in Gujarat, targeting commercial rollout in Q2 FY26 and projected revenue of ₹200 crore by FY30.
Positive for shareholders: margin expansion, debt-free balance sheet, consistent dividend, and a clear growth runway through product diversification and the Mitsubishi JV. The improved profitability and low-debt position should support the stock, though near-term upside depends on execution of the JV and category expansion plans.