Linc Limited — PPTs, 12-02-2026: Investor Presentation

Linc Ltd. reported Q3 FY26 operating income of Rs 129.29 Cr (+5.8% YoY). However, profit after tax (PAT) fell 22.3% YoY to Rs 6.77 Cr, impacted by one-time employee costs and JV losses. Operating EBITDA was Rs 12.90 Cr (-11.7% YoY). Own Brand writing instruments saw strong 13.8% YoY growth.

The company is driving long-term growth through premiumization, geographic expansion (West/South India & exports), and new stationery categories. Innovation and brand investment are key. Recent developments include positive responses for new products from the Mitsubishi Pencil JV, operational commencement for the Turkish JV, and a new Bengal plant expected by Q1 FY27. Kenya and Linc On subsidiaries are also gaining traction.

Linc holds a strong balance sheet with Rs 10.14 Cr net cash. Q3 FY26 EPS was Rs 1.15 (-21.8% YoY). Management sees current strategic JV investments yielding long-term value, expecting benefits from improved product mix and operational efficiencies to become more visible.