Slide 1: Cover letter to stock exchanges
27th May, 2026 The Listing Department, The Manager The Manager, The Calcutta Stock Exchange Ltd. Department of Corporate Listing Department, 7, Lyons Range, Services, National Stock Exchange of India Ltd. Kolkata – 700001 BSE Limited Exchange Plaza, P. J. Towers, Dalal Street, Bandra Kurla Complex,
Slide 2: Linc Limited Q4 FY26 & FY26 Strategy Presentation
LINC LIMITED Q4 FY26 FY26 STRATEGY PRESENTATION LINC LIMITED Q4 FY26 & FY26 STRATEGY PRESENTATION NSE : LINC BSE : LINC Bloomberg : LINC:IN
Slide 3: Safe Harbour Statement
SAFE HARBOUR STATEMENT This presentation may contain certain “forward - looking statements” within the meaning of applicable securities laws and regulations, which may include those describing the Company’s strategies, strategic direction, objectives, future projects and/or prospects, estimates etc.
Slide 4: Inside This Presentation
INSIDE THIS PRESENTATION 1 INDUSTRY OUTLOOK 4 RECENT PARTICIPATION IN EXPOS 2 ABOUT LINC 5 WHY LINC 3 RECENT LAUNCHES 6 FINANCIAL SNAPSHOT
Slide 5: Industry Outlook
! INDUSTRY OUTLOOK
Slide 6: Global Stationery Industry Outlook
GLOBAL STATIONERY INDUSTRY OUTLOOK Global Stationery and Supplies Writing Instruments Market 4 ▪ The Stationery and Supplies market size is expected to grow (USD Billion) from USD 152.43 billion in 2025 to USD 160.22 billion in 2026 Market 1 (USD Billion) and is forecast to reach USD 205.64 billion
Slide 7: Opportunity in the Indian Market
OPPORTUNITY IN THE INDIAN MARKET Writing Instruments Market Growth Drivers Indian Writing Instruments India K - 12 Education Industry Market 1 (USD Billion) 2 ▪ India’s ~371 million youth (~27% of population) and ~68% working - age (USD Million) population create a structurally strong demand base fo
Slide 8: Pens - Global Trade Perspective
PENS- GLOBAL TRADE PERSPECTIVE Top 10 Exporters of Pens in CY 2025 Top 10 Importers of Pens in CY 2025 767 1,045 754 (USD Million) (USD Million) 413 326 224 220 310 255 176 157 195 192 113 100 178 174 146 129 122 Germany Japan Mexico USA Italy USA Mexico UK Netherlands Italy India Netherlands Czechi
Slide 9: About Us
ABOUT US Linc Ltd . is one of India’s largest & oldest writing instrument companies, with national and international presence, and a strong & extensive network across India along with SE Asia, Middle East, USA, UK, Europe, South America, & Africa . Presence in Established in 1976 3 Manufacturing Fac
Slide 10: Our Journey
OUR JOURNEY Established Acquired LINC On GKenya Subsidiary Subsidiary FY 26 FY 23 FY 25 JV with Mitsubishi, SILKA (Turkish Partner) Umergaon Pentonic was launched. and Morris (South Korea) Production It was a Game Changer that commenced in new featured Minimalistic design & 543 543 factory Price at
Slide 11: Recent Launches
RECENT LAUNCHES LINC BRUSH PEN PENTONIC TWISTICK LINC MECH PENCIL
Slide 12: Recent Launches
RECENT LAUNCHES PENTONIC SF PENCIL LINC FINELINER
Slide 13: Recent Launches
RECENT LAUNCHES JUSTCLICK HIGHLIGHTERS SWYPE HIGHLIGHTERS AND MARKERS
Slide 14: Recent Participation in Expos
RECENT PARTICIPATION IN EXPOS PAPERWORLD, MUMBAI SCOFEX, HYDERABAD
Slide 15: Recent Participation in Expos
RECENT PARTICIPATION IN EXPOS AMBIENTE, GERMANY PAPERWORLD, DUBAI
Slide 16: Leadership
LEADERSHIP MR. DEEPAK JALAN MR. ALOKE JALAN MR. ROHIT DEEPAK JALAN MR. N.K.DUJARI Managing director , Whole time director , Whole time director , Director finance & CFO, • Commerce graduate with 39 • BA Hons. in Management Studies • Chartered Accountant (All • Commerce graduate with 34 years’ experi
Slide 17: Why Linc?
WHY LINC? 01 04 Focus on premiumization ; Steadily increasing Expanding horizons through strategic the share of high - margin products in overall joint ventures and capacity expansions revenue 02 05 Inroads into adjacent categories by Focus on making a more homogenous entering the high - value stati
Slide 18: Focus on Premiumization
FOCUS ON PREMIUMIZATION 34.3% 35.60% 34.40% Pentonic brand 29.90% introduced in 25.53% 20% FY19 as a 17% minimalistic yet 6.97% contemporary 0.00% pen, known for its FY 18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 aesthetics as well Pentonic Share in Revenue as writing smoothness 17
Slide 19: Inroads into Stationery Products
INROADS INTO STATIONERY PRODUCTS Favorable Market Tailwinds: The Indian stationery and art materials market is growing at a robust 13% CAGR, set to reach ₹72,000 crores by FY’28. Diversified Product Roadmap : New launches in markers, calculators, and other stationery products to strengthen presence
Slide 20: Focus on Shareholder Value Creation
FOCUS ON SHAREHOLDER VALUE CREATION Net Cash from Operating Activities Vs Dividend Net Debt and Net Debt/Operating EBITDA ( In INR Lakhs) Payout 2.44 6,194 ( In INR Lakhs) 4,562 52% 5,693 1.19 4,723 797 4,338 33% 290 3,835 3,801 0.78 20% 24% 27% 3,327 3,317 12% 22% 0% 892 892 744 (760) (765) 223 744
Slide 21: Strategic Front: International Initiatives & Joint Ventures
STRATEGIC FRONT: OUR INTERNATIONAL INITIATIVES & JOINT VENTURES 5 STRATEGIC JVs and Subsidiaries DRIVING GROWTH ACROSS MARKETS 1 2 3 4 5 JV with Mitsubishi JV with our Turkish Subsidiary with Morris Kenya Subsidiary Linc On Subsidiary Pencil Co. (Japan) Partner (Korea) • Operations have • Progress r
Slide 22: Wider Penetration Across India
WIDER PENETRATION ACROSS INDIA ▪ India has over 10 Mn non - stationery outlets ▪ Increasing footprint in West and South India from 27% to 37% between FY19 to FY26; steadily moving towards a more homogenous presence across India Revenue Share FY19 Revenue Share FY26 13.0% 16.0% 33.0% 14.0% 42.0% 21.0
Slide 23: Sustainable Value Creation
SUSTAINABLE VALUE CREATION ▪ Pentonic’s individual plastic wrapper packaging has been consciously substituted with paper box packaging of 10/20pcs ▪ Linc’s Pentonic 75, made from 75% recycled plastic , underscores its commitment to sustainable product innovation. ▪ Strongly believes in diversity in
Slide 24: Pentonic - India's First Guilt-Free Pens
pentonic INDIA'S FIRST GUILT-FREE PENS Every plastic pen carries the guilt of being a polluter. So we decided to fight back. Pentonic is now making pens that consist of 75% recycled plastic. Talk about having a clean sheet. PeNCONICc & 75%
Slide 25: Financial Snapshot
! FINANCIAL SNAPSHOT
Slide 26: Operational Highlights
OPERATIONAL HIGHLIGHTS Figures in INR Lakhs WritingWriting Instruments Instruments Other Products Other Products Revenue Own Brands Licensed Brands Own Brands Licensed Brands Premium Mass FY26 25,708 10,822 8,986 4,920 2,177 FY25 25,790 12,504 8,297 4,413 3,100 Growth YoY (0.32%) (13.45%) 8.3% 11.5%
Slide 27: Trend of Financial Performance
TREND OF FINANCIAL PERFORMANCE 28.9% 41.6% 11.2% 7.6% 6.9% 12.6% 11.8% 11.1% 11.0% 6.6% 54,348 54,301 5.9% 48,676 50,785 6,440 6,136 3,421 3,804 5,642 5,949 3,740 3,274 ₹ LAKHS 35,496 6.1% ₹ LAKHS 2.3% 2,153 813 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Operating Income Operating EBITDA Oper
Slide 28: Thank You
For further details please contact Director Finance & CFO N.K.Dujari THANK YOU Email: investors@linclimited.com Investor Relations Advisor Sanjeev Sancheti Email: ir@uirtus.in
Slide 29: Annexures
! ANNEXURES
Slide 30: Profit & Loss Summary
PROFIT & LOSS SUMMARY Figures in INR Lakhs Particulars FY22 FY23 FY24 FY25 FY26 Operating Income 35,496 48,676 50,785 54,348 54,301 Operating EBITDA 2,153 6,136 5,642 6,440 5,949 Operating EBITDA (%) 6.1% 12.6% 11.1% 11.8% 11.0% Share of Profit/(Loss) of JV - - 0.09 (25) (376) PAT3 813 3,740 3,421 3
Slide 31: Balance Sheet Summary
BALANCE SHEET SUMMARY Figures in INR Lakhs Particulars F Y22 FY23 FY24 FY25 FY26 Net Worth 14,285 17,722 20,585 23,571 25,979 Gross Debt 299 - 692 636 643 Cash & Cash Equivalent 9 760 1,456 2,505 1,329 Net Debt 290 (760) (765) (1,869) (686) Capital Employed 1 15,178 18,730 23,867 26,972 29,295 Net F
Slide 32: Ratios
RATIOS Particulars Ratios F Y22 FY23 FY24 FY25 F Y 26 Solvency Ratios Net Debt/ Equity 0.02 (0.04) (0.04) (0.08) (0.03) Net Debt/ Op EBITDA 0.13 (0.12) (0.14) (0.29) (0.12) EBIT/ Interest 15.81 79.78 18.91 18.43 16.59 Operational Ratios Current Ratio 2.14 2.56 2.22 2.38 2.50 Fixed Asset Turnover 4.6