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Linc Ltd

Q4 FY25Household Products

Linc Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹96
Market cap₹601 Cr
P/E16.4
Updated23 Aug 2026
Read4 min read

The short version

Projected top-line growth is expected in the range of 15% to 20% annually over the next few years (Page 11). Linc Limited targets revenue growth of 15% to 20% annually over the next few years.

From Linc Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Projected top-line growth is expected in the range of 15% to 20% annually over the next few years (Page 11).
  • Export growth target aims to be slightly faster than domestic growth, with efforts to enter stable markets and new countries (Pages 12, 14).
  • Volume growth is currently challenged, especially in Linc brand, due to discontinuation of low-margin, low-volume products; premiumization is expected to drive average realizations higher (Pages 11-12).
  • Growth in the stationery segment is expected to outpace overall company growth, with new product launches under Pentonic and Deli brands targeting increased market share (Page 13).

2 more points management made on revenue & sales performance

Profitability & Margins

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

Capital Expenditure Plans

  • Modernization of the new facility near Kolkata is underway, targeting completion by Q2 FY '26, with Q3 being a safe estimate.
  • Plans for steady capex in FY '26 and FY '27 aligned with pipeline projects; specific major capex details not disclosed.
  • Investment in new product categories, including markers and pencils, with initial job work outsourced but molds and designs owned in-house.
  • Approval received for an e-commerce joint venture, with a 65:35 shareholding (majority Linc), planned to launch operations in Q2 FY '26, focusing on futuristic sales channels.

2 more points management made on capital expenditure plans

Top-ranked in Household Products

Ranked on what management guided this quarter

5x potential
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 provided transcript does not explicitly mention details on the current or expected order book or pending orders for Linc Limited. However, relevant insights related to growth, sales, and strategies include: - The company projects a revenue growth of 15% to 20% over the next few years. - Export sales have remained flat around INR100 crores, with efforts underway to enter new markets and grow existing ones. - Focus on premiumization and product innovation is expected to drive average realization and margins. - Expansion into new product categories like markers, highlighters, pencils, and office stationery is planned. - The company aims to address over 50% of the total addressable market (TAM) of about INR38,000 crores in 2-3 years.

2 more points management made on order book & pipeline

Linc Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

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

Full financials →

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Frequently Asked Questions

What were Linc Ltd Q4 FY25 results?

Projected top-line growth is expected in the range of 15% to 20% annually over the next few years (Page 11). Linc Limited targets revenue growth of 15% to 20% annually over the next few years.

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?

Modernization of the new facility near Kolkata is underway, targeting completion by Q2 FY '26, with Q3 being a safe estimate.

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.