Linc Limited has informed the Exchange about Investor Presentation
LINC · price
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Linc Limited reported Q4 FY26 operating income of Rs. 13,767 Lakhs, down 10.6% YoY, impacted by weaker corporate sales and export headwinds from geopolitical uncertainty. Full-year FY26 operating income remained flat at Rs. 54,301 Lakhs. Q4 EBITDA margin improved 41 bps to 12.9%, though FY26 EBITDA margin declined 89 bps to 11.0% due to rising polymer prices that cannot be fully passed through to customers. PAT for Q4 fell 13.6% to Rs. 1,046 Lakhs. The company maintains a strong balance sheet with negative net debt of Rs. 686 Lakhs and ROCE of 18.7%. The Board recommended a dividend of Rs. 1.5 per share with ~27% payout. Joint ventures (Mitsubishi Pencil, Turkey, Korea) and the Kenya subsidiary are progressing, with Linc On expected to contribute from FY27.
Near-term pressure from soft corporate orders and export demand is weighing on revenue, but improving Q4 margins show pricing discipline amid cost pressures. The strong balance sheet and strategic initiatives provide a foundation for recovery, though full-year margin decline signals ongoing headwinds from raw material costs.