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Linc (LINC) investor relations material

Linc Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary16 Jul, 2026

Executive summary

  • Substantial recovery in asset values during Q2 2026, driven by strong performance in MedCap and Stille, despite high market volatility and geopolitical uncertainty.

  • Net asset value (NAV) per share increased by 6.1% in Q2 2026 and 1.8% for H1 2026, reversing last year's negative trend.

  • Portfolio strategy focused on opportunistic, long-term investments in Nordic life science companies with global potential.

Financial highlights

  • Q2 2026: Management result SEK 244.5m (367.6m), EBIT SEK 241.1m (364.8m), net profit SEK 258.1m (350.8m), EPS SEK 4.5 (6.1).

  • H1 2026: Management result SEK 82.1m (-646.8m), EBIT SEK 75.4m (-653.1m), net profit SEK 81.2m (-645.2m), EPS SEK 1.4 (-11.1).

  • NAV at period end SEK 4,508.8m, NAV per share SEK 77.9.

  • Solid equity ratio of 99.8%, net cash position of SEK 170.0m.

Outlook and guidance

  • Well-positioned to capitalize on market opportunities with a strong balance sheet.

  • Continued focus on selective investments in companies with clear clinical and commercial potential.

  • Market volatility and geopolitical risks expected to persist.

Sedana Medical's FDA NDA review timeline
Details of MedCap's Biopsafe acquisition
Factors behind Alder Therapeutics' hibernation
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