Linc Ltd-$ — earnings calls

Linc Limited reported Q1 FY'27 operating income of INR13,895 lakhs, up 1.4% year-on-year, with operating EBITDA of INR1,209 lakhs at an 8.7% margin, a contraction of 89 bps year-on-year attributed to higher polymer prices. PAT stood at INR581 lakhs with a 4.2% margin, down 93 bps year-on-year. Management described mixed segment trends, with corporate sales and exports declining while general trade and e-commerce grew, and said it would defer formal guidance until it has more visibility on raw material prices.

Linc Limited reported FY26 operating income of Rs 543 crores, broadly stable year-on-year, while Q4 FY26 operating income fell 10.6% to Rs 137.67 crores due to a high base in corporate gifting orders and export weakness in geopolitically affected markets. Operating EBITDA for FY26 was Rs 59.49 crores at an 11% margin, while Q4 FY26 EBITDA margin improved 41 basis points to 12.9%. Management said Q1 FY27 is expected to reflect similar trends as Q4 FY26 due to muted corporate gifting orders and continued export disruption, and the Board approved a dividend of Rs 1.5 per share along with a further $250,000 investment in the Turkish joint venture.