ION Exchange (india)
Q2 FY27 EBITDA loss of ₹848 Mn and net loss of ₹828 Mn on ~8% revenue decline. Legacy-project overrun booked in one go. H2 recovery depends on deferred dispatches and the Hyundai order.
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Every earnings call, live and summarised
Earnings calls
Every ION Exchange (india) earnings call we streamed: the live audio and our summary of what management said.
Q2 FY27 EBITDA loss of ₹848 Mn and net loss of ₹828 Mn on ~8% revenue decline. Legacy-project overrun booked in one go. H2 recovery depends on deferred dispatches and the Hyundai order.
Q2 FY27 EBITDA loss of ₹848 Mn and net loss of ₹828 Mn on ~8% revenue decline. Legacy-project overrun booked in one go. H2 recovery depends on deferred dispatches and the Hyundai order.
Treatment to approach FY26 levels by year-end; ~25% Roha utilisation target; backward integration due this FY.
Ion Exchange is repositioning from an EPC-heavy firm to a product and services leader, though legacy project losses and Roha plant ramp-up costs are currently suppressing margins despite healthy revenue growth.
Ion Exchange reported Q4 FY26 consolidated revenue of INR 8,633 million (up 3%) and PAT of INR 243 million. Management is focusing on scaling the new Roha resin facility and international project execution.
ION Exchange reports steady revenue growth but significant margin pressure in its chemical segment due to raw material inflation and West Asia logistics disruptions.
Ion Exchange reported FY26 consolidated revenue of INR 29,148 Mn and PAT of INR 1,432 Mn. Performance was impacted by the West Asia crisis affecting logistics and input cost pressures.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.