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Linc Ltd

Q1 FY26Household Products

Linc Q1 FY26 earnings call: Revenue & Margins

Q1 FY26 earnings call: what management said on revenue, margins and capex.

Price₹96
Market cap₹601 Cr
P/E16.4
Updated23 Aug 2026
Read5 min read

Linc Ltd Q1 FY26 key numbers

Revenue
New product launches in Pentonic range (Rs. 20 to Rs. 40) and recycled Rs. 10 pens are anticipated to provide good traction.

As stated in Linc Ltd's Q1 FY26 earnings call transcript · published 1 Jun 2026. Reported figures, not investment advice.

The short version

The company expects volume degrowth to reverse in FY ’26, with Q2 being strong as it is traditionally the best quarter for writing instruments. - Initial momentum in Q2 FY ’26 is very good, with expectations to perform better than Q1 throughout the year. - Growth in the Linc brand is expected to be driven by premiumization in writing instruments and expansion into allied stationery products. - New product launches in Pentonic range (Rs. Q1 FY’26 revenues grew 5.3% YoY, indicating steady top-line performance. - Operating EBITDA margin stood at 9.6%, with expectation to normalize after Q2 post transitional costs. - PAT declined 16.4% YoY due to cost headwinds and product mix shifts, but margin pressures are seen as temporary. - Volume degrowth in Pentonic pens expected to reverse in FY’26 with new product launches in Rs.

From Linc Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • The company expects volume degrowth to reverse in FY ’26, with Q2 being strong as it is traditionally the best quarter for writing instruments.
  • Initial momentum in Q2 FY ’26 is very good, with expectations to perform better than Q1 throughout the year.
  • Growth in the Linc brand is expected to be driven by premiumization in writing instruments and expansion into allied stationery products.
  • New product launches in Pentonic range (Rs. 20 to Rs. 40) and recycled Rs. 10 pens are anticipated to provide good traction.
  • Export growth, supported by joint ventures (Japan, Turkey, Korea, Kenya), is a significant growth driver.
  • Market expansion efforts include phased pan-India rollout of new stationery products like crayons, erasers, markers, and pencils.

2 more points from Linc Ltd's call on revenue

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Profitability & Margins

See what Linc Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Linc Limited is commissioning a new manufacturing facility in West Bengal in Q4 FY '26, linked to their JV with Korean stationery manufacturer Morris.
  • The Uniball JV with Mitsubishi Pencil Company in India near Ahmedabad is advancing toward a trial run in September 2025, with commercial production expected to start by October '25.
  • The company is investing in expanding its allied stationery portfolio and launching new products such as markers, highlighters, crayons, and pencils, with region-wise rollouts planned initially.
  • They are focusing on innovation and premiumization to drive growth, including recyclable Pentonic pens.

2 more points from Linc Ltd's call on capex

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Top-ranked in Household Products

Ranked on what management guided this quarter

Guidance-ranked
1Jyothy Labs
Rev 3Mar 2
2DOMS Industries
Rev 3Mar 3
3
Rev 3Mar 3
4
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Linc Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • The order book in the Turkish joint venture (JV) is very strong with a decent number of orders already booked.
  • The Turkish JV is commercial and production has started, targeting the Turkey market.
  • The Korean JV (Morris) is a very small business currently but expected to expand once the Kolkata manufacturing facility is ready in Q4 FY ’26. Initial product launches are planned in August/September.
  • The Kenya subsidiary (60% owned by Linc) is experiencing a slower start but has long-term potential for growth targeting Kenya and adjacent countries.

2 more points from Linc Ltd's call on order book

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Linc Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹137 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Linc's management said in earlier quarters

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Compare:vs DOMS Industriesvs Jyothy Labsvs Navneet Educat.

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Frequently Asked Questions

What were Linc Ltd Q1 FY26 results?

The company expects volume degrowth to reverse in FY ’26, with Q2 being strong as it is traditionally the best quarter for writing instruments. - Initial momentum in Q2 FY ’26 is very good, with expectations to perform better than Q1 throughout the year. - Growth in the Linc brand is expected to be driven by premiumization in writing instruments and expansion into allied stationery products. - New product launches in Pentonic range (Rs. Q1 FY’26 revenues grew 5.3% YoY, indicating steady top-line performance. - Operating EBITDA margin stood at 9.6%, with expectation to normalize after Q2 post transitional costs. - PAT declined 16.4% YoY due to cost headwinds and product mix shifts, but margin pressures are seen as temporary. - Volume degrowth in Pentonic pens expected to reverse in FY’26 with new product launches in Rs.

What is Linc Ltd share price analysis?

Linc Ltd currently shows a neutral. The stock trades at a P/E of 16.4 with a market cap of ₹601 Cr. Investors should review the full earnings analysis for detailed insights.

Is Linc Ltd planning capital expenditure?

Linc Limited is commissioning a new manufacturing facility in West Bengal in Q4 FY '26, linked to their JV with Korean stationery manufacturer Morris.

Keep Linc Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.