Linc Limited — Investor Meet, 12-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Linc Limited’s Q4 revenue rose 9.3% YoY to ₹153.93 Cr, with full-year revenue up 7% to ₹543.48 Cr, driven by strong Pentonic sales and growth in e-commerce and modern trade. EBITDA margin expanded 74bps to 11.8%, with EBITDA at ₹64.40 Cr and PAT up 11.2% to ₹38.04 Cr. Management is diversifying beyond pens into markers, highlighters, and pencils, targeting a ₹38,500 Cr market. Export sales hold steady at ~10%, offering better margins. A new e-commerce JV aims to boost digital growth. The company targets 15-20% revenue growth and margin improvement through innovation, portfolio expansion, and focused channel strategies.