Linc reports strong H1 FY26 performance, outlines growth strategy

Linc Limited announced its strategy presentation for the half year ended September 30, 2025, showcasing significant operational and financial advancements. The company reported an operating income of ₹27,605 lacs for H1 FY26, contributing to a total revenue of ₹276 Cr for H1 FY26. Operating EBITDA reached ₹2,881 lacs with a margin of 10.4%, while PAT stood at ₹1,551 lacs with a margin of 5.5%. Pentonic, a key brand, is positioned in the ₹10+ segment and achieved a GPM of ~44%.

The company is focused on premiumization, with Pentonic's contribution to total revenue increasing to 38.3% in H1 FY26 from 34% in FY24. Linc also emphasized geographic expansion, with exports contributing approximately 20% of its H1 FY26 revenue, targeting North America, East Africa, and South American markets. New product launches and a strategic joint venture with Mitsubishi Pencil Co. are set to further diversify its portfolio and enhance global footprint.

Linc’s expansion plan includes modernizing and expanding its Kolkata facility at a cost of ~₹3,500 lacs, expected to be completed by Q3 FY26. The company also reported a significant decrease in net debt, which stood at ₹(1,304) lacs as of September 2025, demonstrating sound financial management.