Investor Presentation

7th August, 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, Bandra (East), Mumbai - 400001 Mumbai - 400051 Scrip Code- 022035 Scrip Code- 531241 Symbol- LINC Dear Sir / Madam, Sub: Earnings Presentation Please find enclosed herewith the Earnings Presentation for the quarter ended 30th June, 2026. This is for your information and records. Thanking You Yours faithfully For LINC LIMITED DIPANKAR DE Company Secretary Linc Limited (CIN: L36991WB1994PLC065583) A: Aurora Water Front, 18th Floor, GN 34/1, Sector-V, Salt Lake, Kolkata- 700091 W.B., India. T: -91 33-6826 2100 W: www.linclimited.com, E: linc@linclimited.com LINC LIMITED Q1 FY27 INVESTOR PRESENTATION LINC LIMITED Q1 FY27 INVESTOR PRESENTATION NSE : LINC BSE : LINC Bloomberg : LINC:IN 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. Investors are cautioned that “forward looking statements” are based on certain assumptions of future events over which the Company exercises no control . Therefore, there can be no guarantee as to their accuracy and readers are advised not to place any undue reliance on these forward-looking statements . The Company undertakes no obligation to publicly update or revise any forward -looking statements, whether as a result of new information, future events, or otherwise . These statements involve a number of risks, uncertainties and other factors that could cause actual results or positions to differ materially from those that may be projected or implied by these forward-looking statements . Such risks and uncertainties include, but are not limited to; growth, competition, acquisitions, domestic and international economic conditions affecting demand, supply and price conditions in the various business's verticals in the Company’s portfolio, changes in Government regulations, laws, statutes, judicial pronouncement, tax regimes, and the ability to attract and retain high quality human resource INSIDE THIS PRESENTATION INDUSTRY OUTLOOK RECENT PARTICIPATION IN EXPOS ABOUT LINC WHY LINC RECENT LAUNCHES FINANCIAL SNAPSHOT I NDUSTRY OUTLOOK GLOBAL STATI ONE RY I NDUSTRY OUTLOOK Writing Instruments Market 4 ▪ The Stationery and Supplies market size is expected to grow Global Stationery and Supplies (USD Billion) from USD 152.43 billion in 2025 to USD 160.22 billion in 2026 Market 1 and is forecast to reach USD 205.64 billion by 2031 at 5.11% (USD Billion) 4.1% 33.6 CAGR over 2026 -2031.1 5.1% 205.6 25.3 ➢ By end-user, educational institutions led with 45.68% 160.2 152.4 revenue in 2025. 1 ➢ By geography, Asia -Pacific held 35.30% of the global stationery and supplies market share in 2025, while the region also registers the fastest 6.02% CAGR out to 2031.1 2025 2026 2031F 2025 2032F ▪ The Global Ball Point Pens market was valued at USD 12.9 Global Ball Point Pen Market 2 Global Luxury Pen Market 3 billion in 2025 and is projected to reach USD 21.5 billion by (USD Billion) (USD Billion) 2035, growing steadily at a CAGR of 5.2% during 2026 –2035.2 4.8% 4.3 5.2% 21.5 ▪ The Global Luxury Pens Market was valued at around USD 2.8 billion in 2025 and is projected to reach USD 4.3 billion by 2034, growing at a CAGR of approximately 6.0% from 2026 to 2034. 3 12.9 2.8 ▪ The global writing instruments market is valued at USD 25.3 billion in 2025 and is projected to reach USD 33.6 billion by 2032, growing at a CAGR of 4.1%. 4 2025 2034F 2025 2035F Source :1 : Mordor Intelligence 2: Market Research Intellect ; 3: Straits Research ; 4: Persistence Market Research OPPORTUNI TY I N THE I NDI AN MARK E T 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 population create a structurally strong demand base for writing instruments, (USD Million) 11.6% 276 supported by rising educational enrollment and a long consumption lifecycle 2.5% 1,070 from schooling to employment. 6 ▪ India’s school system serves 24.7 crore students across 14.7 lakh schools with 1.01 crore teachers. Government schools form 69% of total schools, enrolling 50% of students, while private schools comprise 22.5%, enrolling 32.6%.5 ▪ Rising literacy rate: India’s literacy rate has risen from 74 per cent in 2011 FY25 FY34F FY25 FY34F to 80.9 per cent in 2023 -24, with 5 states; Ladakh, Mizoram, Tripura, Goa and Himachal Pradesh achieving full Literacy under the ULLAS programme. 7 Indian School Stationery Supplies Indian Schools Market 4 Market 3 (USD Billion) ▪ Educational Spending : In 2025, the Delhi Cabinet approved ₹900+ crore to (USD Million) 9.8% 138 expand smart classrooms in government schools under National Education 4.8% 4,001 Policy 2020. The initiative includes 2,400+ smart blackboards and ~19,000 new classrooms for senior secondary grades, enhancing tech -enabled learning and strengthening public education —thereby supporting overall market 2,630 60 growth.10 ▪ NEP 2020 aims to achieve 100% GER by 2030 from preschool to secondary level. The Union Budget 2025 -26 allocated ₹1,28,650 crore to the Ministry of FY25 FY34F Education, representing a 6.5% increase from the previous year .8,9 FY25 FY34F Source :1 : imarc 2: imarc ; 3: imarc ; 4:imarc 5: PIB 6: Invest India 7: PIB 8: PIB 9: PIB 10: The Print 6 PE NS - GLOBAL TRADE PE RSPE CTI VE Top 10 Exporters of Pens in CY 2025 Top 10 Importers of Pens in CY 2025 1,045 767 754 (USD Million) (USD Million) 224 220 310 176 157 113 100 255 195 192 178 174 146 129 122 Germany Japan Mexico USA Italy USA Mexico UK Netherlands Italy India Netherlands Czechia Slovakia Spain Spain Canada Brazil Japan Czechia India’s Export Destinations for Pens Pen Exports from India (USD Million) (USD Million) 51 49 238 240 44 220 35 35 183 25 23 26 23 24 155 15 16 North Africa Middle South & Europe South Central & Others America East Central East Asia South Asia America CY20 CY21 CY22 CY23 CY24 CY25 CY24 CY25 Source : tradestat.commerce.gov.in ;comtradeplus.un.org , HS Code: 9608 7 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 Facilities 50+ Countries Established OUR JOURNEY LINC On Subsidiary Acquired FY 26 Kenya Subsidiary FY 25 JV with Mitsubishi, SILKA (Turkish Partner) Umergaon Pentonic was launched. and Morris (South Korea) Production It was a Game Changer that FY 23 543 543 commenced in new featured Minimalistic design & factory Price at Rs 10 508 Linc Glycer , Ocean Gel The company’s highest Mitsubishi was launched FY 19 selling pen was acquired 13% Stake launched in Linc FY 17 400 Highest Selling Gel Pen Price at Rs. 5 369 FY 12 314 319 Launched India's first plastic Ball Pen 254 258 Linc Supreme Linc got Listed FY 03 FY 05 137 139 1976 1978 1992 1994 129 was founded Uniball ball & Roller Pens introduced in collaboration with FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Q1 Mitsubishi (Japan) FY27 Total Revenue (Rs. Cr.) 9 COMPANY SNAPSHOT – Q1 FY27 REVENUE FROM OPERATIONS OPERATING EBITDA PROFIT AFTER TAX1 Rs. 13,895 Lakhs Rs. 1,209 Lakhs Rs. 581 Lakhs 1.4% YoY (8.0%) YoY (17.6%) YoY NO. OF SKUs ROCE (%) AS ON JUN’26 NET DEBT AS ON JUN’26 11.6% (1,194 Lakhs) 1,497 ROE (%) AS ON JUN’26 MANUFACTURING FACILITIES 9.1% 2 units - Main Com [Showing first 8,000 characters — download PDF for full document]