LINC Q3 FY26 Guidance vs Delivery (LINC Management Mirror)

Financial Outlook & Revenue Guidance

Lowered (Dec'25 Qtr): Management shifted focus away from "chasing aggressive short-term expansion" toward building long-term drivers, omitting the specific double-digit growth targets explicitly stated in the prior quarter.

Sequential Evolution:

Jun'25 Qtr: Optimistic tone; expected FY26 to be a "reversal year" for volume degrowth, with momentum "back on track." Management promised specific guidance after Q2 results.

Sep'25 Qtr: Explicitly targeted "close to double-digit growth" (approx. 10%) for the full year, driven by a much stronger H2 compared to the 1.6% run rate in H1.

Dec'25 Qtr: Tone moderated significantly; the explicit 10% target was replaced with qualitative commentary on scaling contribution progressively as distribution expands.