Linc Limited has informed the Exchange about revised Transcript (rectification of typographical error)
LINC · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Linc Limited filed a revised transcript of its May 8, 2025 earnings call, correcting typographical errors. In the call, management reported FY25 as a record year with revenue of INR 54,348 lakhs (up 7% YoY) and PAT of INR 3,804 lakhs (up 11.2%). Q4 FY25 operating income came in at INR 15,393 lakhs, up 9.3% YoY. Full-year EBITDA margin improved 74 bps to 11.8%, aided by Pentonic's share rising from 34.3% to 35.6%. The Board proposed a dividend of INR 1.5 per share (23.5% payout). Management guided to 15-20% top-line growth ahead, with 100 bps EBITDA margin expansion for every 10% revenue growth. A 65:35 e-commerce JV was approved (Linc majority), and the Mitsubishi joint venture is on track for Q2 launch.
The raised multi-year growth and margin guidance, combined with record FY25 results, a healthy net cash balance of INR 1,869 lakhs, and a clear path on JV-driven distribution expansion, is positive for shareholders. Near-term stock reaction may be muted since this filing is essentially a transcript re-submission rather than new disclosures.