LINCBSELinc Ltd-$MediumNeutral
Announced Tue, 26 May · 21:20 IST

Press Release on Financial Results for Q4 of FY 2526

Investor Communications View source PDF

LINC · price

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Price reaction · full curve 14 horizons · vs prior close
-3.2%1-day move
₹101.90
prior close
₹100.88
base price
After-mkt
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AI summary

Linc Limited reported Q4 FY26 total income of ₹14,024 lakhs, down 10.1% YoY due to softer corporate sales and export challenges from geopolitical uncertainty. However, EBITDA margin improved to 14.5% in Q4 (up 89 bps YoY) despite a 4.1% decline in absolute EBITDA. Full year FY26 income was broadly stable at ₹55,130 lakhs (+0.6%), but PAT declined 13.9% to ₹3,274 lakhs due to margin pressure. Rising polymer prices (raw material) and inability to fully pass through costs impacted profitability. Management highlighted negative net debt (net cash position of ₹686 lakhs) and advanced international growth via Mitsubishi Pencil JV, Turkey JV, and Kenya subsidiary. Board recommended dividend of ₹1.50 per share (27% payout).

Likely market impact

Mixed quarter with margin recovery but lower profitability and revenue decline in Q4. Management expects near-term headwinds to ease progressively while international initiatives gain traction, with Linc On contributing from FY27 onwards. The strong cash position provides financial flexibility.