Linc Limited — PPTs, 27-05-2026: Investor Presentation

Linc's Q4 FY26 saw operating income hit ₹137.67 Cr, down 10.6% YoY. Full-year income was stable at ₹543.01 Cr. Q4 profit after tax was ₹10.46 Cr, declining 13.6% YoY, largely due to softer corporate sales and geopolitical impacts on exports. Interestingly, Q4 EBITDA margin improved to 12.9%.

Growth strategy centers on international JVs (Mitsubishi, Turkey, Morris Korea) and the Kenya subsidiary. Linc On is set to boost FY27. Focus is on premium products, new stationery segments, and increasing brand spend. New launches include Linc Brush Pen, Pentonic Twistick, various pencils & highlighters.

Financially, Net Debt is negative at ₹(6.86) Cr, showing a strong balance sheet, with ROCE at 18.7%. Management expects near-term headwinds from corporate sales, export uncertainty, and rising material costs to ease, banking on better product mix and operational efficiency for long-term growth. The Board also declared a dividend of ₹1.5 per share.