Linc Limited · NSE:LINC
Linc — Linc Pen & Plastics — Q4 FY2021 Earnings Presentation
14 slides from Linc's earnings presentation, April 2023
Slide 1: Performance review for investors, January to March, FY 2020-21
Linc Pen & Plastics Limited Performance review for investors January to March, FY 2020-21
Slide 2: An introduction to our company
Linc Pen & Plastics Limited Performance review for investors, January to Maren, FY 2020-21 An introduction to our company * Linc is one of India’s three largest writing instrument manufacturers ¢Linc enjoys a brand recall of ‘pioneering’ and ‘consistently high quality’ ¢ Linc enjoys a sales presence
Slide 3: Big numbers of our performance
Linc Pen & Plastics Limited Performance review for investors, January to Maren, FY 2020-21 Big numbers of our performance Q4, FY 2020-21 9,377 8.2 Revenue from EBITDA margin operations % (in Rs. lakhs)
Slide 4: Performance trend
Linc Pen & Plastics Limited Performance review for investors, Janua n, FY Performance trend REVENUES (in 2 lakhs) EBITDA MARGIN (in %) PAT (in Z lakhs) ai Q2 Q3 FY21 FY21 FY21 Q4 Ql Q2 Q3 Q4 Q3 Q4 FY20 FY21 FY21 FY21 FY21 FY21 FY21
Slide 5: Performance review
Linc Pen & Plastics Limited Performance review for investors, January to Maren, FY 2020-21 Performance review Q4, FY 2020-21 «The Company reported higher revenue over the immediate previous quarter by 32% ¢ The performance was creditable in view of the continuing closure of educational institutions
Slide 6: How we strengthened our business
Linc Pen & Plastics Limited Performance review for investors, January to Maren, FY 2020-21 How we strengthened our business Q4, FY 2020-21 ¢ The company widened its retail network by 13,000; with the total retailers reach was 1,48,000 at the year-end ¢ The increase in the retail network in Q4 was 9%
Slide 7: The big message
Linc Pen & Plastics Limited Performance review for investors, January to Maren, FY 2020-21 The big message Q4, FY 2020-21 «The Company widened its product basket to include non-stationery products * The Company achieved 94% of revenues reported in Q4 FY 2019-20 ¢The Company moderated finance cost by
Slide 8: Highlights of our domestic performance
Linc Pen & Plastics Limited Performance review for investors, Janu ghlights of our domestic performance O4. FY 2020-21 Increased Improvement Strengthened Wider from Rs. 5,785 in consumer acceleration distribution lakhs in Q3 FY sentiment towards a footprint 2020-21 to Rs. supported distribution- hel
Slide 9: Highlights of our export performance
Sp Linc Pen & Plastics Limited Performance review for Highlights of our rt performance Exports remained muted in view of the pandemic impact on global trade Exports were Rs. 1,236 lakhs in Q4 FY 2020-21 (Rs. 2,017 lakhs in Q4 FY 2019-20 and Rs. 1,308 lakhs in Q3 FY 2020-21)
Slide 10: Managing Director Deepak Jalan's overview
> Managing Director Deepak Jalan’s overview _¢ Linc posted its most heartening quarter in FY 2020-21. Linc Pen & Plastics Limited Performance review ~ ¢ Even as most educational institutions continued to be closed and student demand for writing instruments remained subdued, Linc recovered revenues t
Slide 11: Revenue growth
Linc Pen & Plastics Limited Performance review for investors, Janu ue growth From 27% of the first quarter’s revenues of FY 2019-20 in Q1, FY 2020-21 To 74% of the third quarter of 2019-20 in Q3, FY 2020-21 To 64% of the second quarter’s revenues of FY 2019-20 in Q2, FY 2020-21 To 94% of the fourth
Slide 12: Financial analysis
Linc Pen & Plastics Limited Performance review for investors, Financial analysis Return on capital Return on equity Average realization Current Ratio Debt-equity ratio employed (%) (%) per pen (Rs.) FY19 FY20 ~FY21 FY19 FY2Q ~FY21 FY19 FY20 FY19 FY20) FY241 FY19 FY20 FY21
Slide 13: Outlook
Linc Pen & Plastics Limited Performance review for investors, January to Maren, FY 2020-21 Outlook ¢ The improvement reported in the fourth quarter of FY 2020-21 was interrupted during the first quarter of FY 2021-22, marked by a lockdown following the second pandemic surge. ¢ Educational institutio
Slide 14: Summing up
Linc Pen & Plastics Limited Performance review for investors, January to Maren, FY 2020-21 Summing up The company has adapted to the uncertain business environment by reinventing its business model and personality, which should translate into sustainable growth across the coming years. - Deepak Jala
Linc Pen & Plastics — Q4 FY2021 Earnings Presentation on 6ix