Linc Limited (NSE: LINC), a trusted name in writing instruments and stationery, announced its Q2 FY27 results today. The company reported a 9.9% year-on-year revenue increase to ₹15,535 lakhs, but a significant 50.5% drop in Profit After Tax (PAT) to ₹419 lakhs. The EBITDA for the quarter was ₹1,254 lakhs, with a margin of 8.1%.

Financial Summary

The financial performance for Q2 FY27 compared to Q2 FY26 and Q1 FY27 showed mixed results. While total income grew by 9.9% year-on-year, PAT fell by 50.5%. The EBITDA margin contracted by 464 basis points year-on-year, primarily due to higher raw material costs and increased sales promotion expenditure.

Management Insights

Mr. Deepak Jalan, Managing Director of Linc Limited, commented on the results, stating, ‘We are pleased to report healthy growth in Q2 FY27, supported by focused sales promotion initiatives and healthy growth in categories beyond writing instruments.’ Despite the higher expenditure weighing on near-term margins, the company’s focus on gaining market share and building sustained sales momentum was highlighted.

Looking ahead, Linc Limited aims to sustain sales growth while improving the balance between growth investments and profitability. The company will continue to monitor raw material costs, evaluate promotional spending, and build on the encouraging performance of categories beyond writing instruments.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Linc Limited

Linc Limited belongs to the Industrials › Business Equipment & Supplies sector. Here’s a quick read on where the business and the stock stand today.

Linc drops 17.6% over three months and trades near its 52-week lows. Thin margins at 5.8% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue contracts at 3.8% CAGR. That signals structural headwinds, not a short-term blip. Sellers drive 2.0x the volume of buyers. Furthermore, they controlled 15 of recent sessions versus 15 for buyers — a clear distribution signal. Revenue grows at 3.8% yet the PEG reaches 99.00 — expensive for that growth. Furthermore, the stock drops 17.6% in three months. Neither value nor momentum supports this setup. It needs an earnings beat or a price reset first. Check Fundamentals of Linc Limited.

Enviro Infra Engineers Limited (EIEL) announced its unaudited consolidated financial results for the quarter ended September 30, 2026. The company reported a 60.01% YoY revenue growth to ₹3,638 million, driven by robust execution across its diversified infrastructure portfolio. However, the PAT declined by 20.22% to ₹395 million due to changes in project mix and elevated costs.

Key Financial Highlights

For the quarter, EBITDA increased by 15.27% to ₹749 million, with an EBITDA margin of 20.58%. The core water and wastewater infrastructure business, including O&M and annuity revenue, accounted for approximately 71% of consolidated revenue, reflecting the continued significance of the company’s established operations. Renewable Energy contributed approximately 29% of consolidated revenue, demonstrating the growing scale of the company’s diversified business portfolio.

Business Developments

During H1 FY27, EIEL secured two HAM projects in Varanasi under the Namami Gange Programme, with a combined value of approximately ₹257 crore, including 15 years of O&M. Additionally, the company’s step-down subsidiary, Suyog Urja Limited, received an LOI worth ₹224.19 crore for EPC works relating to the 180 MW NTPC Wind Power Project in Maharashtra, further strengthening its wind EPC portfolio.

Commenting on the overall performance, Mr. Sanjay Jain, Chairman, Enviro Infra Engineers Limited, said, “Q2 FY27 reflects strong growth in our operations, supported by continued execution across our core water and wastewater infrastructure business and the increasing contribution from our renewable energy portfolio. The company remains focused on disciplined execution, operational efficiencies, and maintaining sustainable margins as its businesses scale.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Enviro Infra Engineers Limited

Enviro Infra Engineers Limited belongs to the Industrials › Engineering & Construction sector. Here’s a quick read on where the business and the stock stand today.

Enviro falls 15.2% over three months and has not found a floor yet. The PEG of 0.37 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Revenue grows at 49.0% and profits at 49.3% CAGR. Both numbers are exceptional. The stock holds at 42% of its 52-week range with RSI at 45. In other words, neither side has a clear edge right now. Revenue grows at 49.0% and profits at 49.3% CAGR, with D/E of 0.24. Meanwhile, the stock dips 15.2% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Enviro Infra Engineers Limited.

Aditya Infotech Limited (BSE: 544466 | NSE: CPPLUS), one of India’s leading providers of video surveillance and security technology solutions and owner of the flagship CP PLUS brand, has received Board approval to invest ₹45.4 crore in KGraph AI Solutions Private Limited (BLUE), an AI-powered video compression technology company, for a 30% stake on a fully diluted basis. The investment will strengthen the technology capabilities behind CP PLUS products and advance its next-generation surveillance solutions.

Strategic Investment

The transaction will comprise a combination of fresh equity infusion and purchase of shares from existing shareholders. It implies a post-money valuation of approximately ₹151 crore and is expected to be completed by November 5, 2026, subject to customary closing conditions. The deal marks another step in CP PLUS 2.0, the brand’s evolution from a hardware-led surveillance business into an integrated security solutions provider.

Technology Enhancement

BLUE’s technology addresses a growing requirement of modern surveillance infrastructure: managing increasing volumes of video data efficiently while preserving essential visual information. BLUE’s proprietary Semantic Codec technology uses a perception-aware compression layer over the standard H.264 video codec to identify redundant visual information and reduce data volumes while preserving essential details. Based on its deployment data, the technology can reduce video storage and bandwidth requirements by up to 90%.

This can help customers extend video retention and optimize deployment costs without replacing their existing infrastructure. As surveillance expands across smart cities, government infrastructure, enterprises and critical infrastructure, the industry is moving towards more intelligent, connected and insight-led security solutions. This shift calls for stronger capabilities in data management, edge computing, AI-powered analytics and cloud integration.

BLUE will continue to operate independently while collaborating with Aditya Infotech’s R&D and engineering teams across Noida, Ahmedabad and Taiwan. The partnership will combine BLUE’s expertise in computer vision, embedded systems and video compression with Aditya Infotech’s engineering, manufacturing and market capabilities to advance the development of intelligent security solutions.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Aditya Infotech Limited

Aditya Infotech Limited belongs to the Industrials › Building Products & Equipment sector. Here’s a quick read on where the business and the stock stand today.

Aditya rises 12.5% over three months, with buying pressure holding steady. Thin margins at 9.8% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue grows at 22.7% and profits at 50.3% CAGR. Both numbers are exceptional. The stock trades at 83% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. The business grows revenue at 22.7% and profits at 50.3%, with D/E of 0.00. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 1.98 premium is usually justified. Check Fundamentals of Aditya Infotech Limited.