LINC LIMITED

Linc Limited held its Q1 FY '27 Earnings Conference Call on August 7, 2026, where management reported a stable performance amid a challenging operating environment. Operating income was INR 13,895 lakhs, reflecting a year-on-year growth of 1.4%. Corporate sales declined by 14%, while export revenue fell by 3%. However, general trade grew by 8%, and e-commerce sales surged by 32%. Operating EBITDA was INR 1,209 lakhs, with an EBITDA margin of 8.7%, down 89 basis points year-on-year due to increased polymer prices. The company maintained a strong balance sheet with a net cash position of INR 1,194 lakhs. Management noted that they passed on about 50% of price hikes to trade and indicated a cautious approach to future pricing decisions. They expressed commitment to long-term growth while awaiting better visibility before providing formal guidance on future performance.

Management reported stable performance and cautious future planning amid challenges.