Linc Limited — PPTs, 07-08-2026: Investor Presentation

Linc Limited's Q1 FY27 saw Operating Income grow 1.4% YoY to ₹138.95 Cr. However, Profit After Tax (PAT) declined 17.6% to ₹5.81 Cr, and Operating EBITDA fell 8.0% to ₹12.09 Cr. General Trade surged 8% and e-commerce a strong 32%, offsetting declines in Corporate Sales (-14%) and Exports (-3%) due to geopolitical uncertainties. Higher polymer and crude oil prices impacted margins.

The company is strategically focusing on premiumization, with its Pentonic brand now contributing 35.2% of revenue. They are also expanding into other stationery products, tapping into India's growing market. Recent developments include new product launches like JustClick Highlighters and Pentonic Mechanical Pencils, plus the opening of their first "STACKOO" experience center. A new West Bengal manufacturing facility is expected by Q3 FY27 to support a JV with Morris of Korea.

Management notes that while raw material prices are a concern, they expect them to moderate, maintaining focus on cost discipline. International JVs are stable, with Uni Linc's exports over 50% of revenue. Linc is committed to sustainable long-term growth through better product mix, execution, and partnerships. Net Debt stands at a healthy negative ₹11.94 Cr.