| Management target | Revenue 300.0% FY24 |
|---|
| Margins | Targeting 4X-5X market share expansion in high-margin resins |
|---|---|
| Order book | 3,000+ core industry projects; 200,000+ installations |
| Demand visibility | Strong across industrial and municipal sectors |
| Management confidence | High |
Growth
Company reports a 30% international revenue share and 3X business growth in membrane manufacturing by 2024.
Outlook
Strategic capex includes 5X capacity expansion in industrial resins and 6X in pharma resins to increase market share.
Risks
Risk factors are not explicitly quantified; focus is on competitive positioning and manufacturing scaling.
Last quarter's promises, checked
Delivered
- Commissioning of all manufacturing lines at Roha → delivered (BEAT)
- Obtain WQA certification for Roha resins → delivered (BEAT)
Partly delivered
- Sri Lanka project closure → ongoing, expected Q2 FY27 (PARTIAL)
- Roha capacity utilization 25-30% → on track for first full year (PARTIAL)
Missed
- EBITDA FY26 growth → delivered INR 2,102M, down 29% YoY (MISS)
Investor Presentation filed with NSE, NSE: IONEXCHANG. Summary written with AI assistance from the document.
Ion Exchange (India) Ltd: key numbers
- Share price
- ₹420.15
- Market cap
- ₹6,162 Cr
- Revenue (annual)
- ₹2,915 Cr
- Net profit (annual)
- ₹142.7 Cr
- P/E (TTM)
- 62.8×Sector 25.1×
- Promoter holding
- 25.43%-0.09% QoQ
- FII holding
- 4.86%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ion Exchange (India) Ltd
All →Ion Exchange (India) Promoter Selling: ₹15.46 Cr
Promoter group member Dinesh Sharma sold 3,50,450 equity shares of Ion Exchange India Ltd via market sale, reducing stake by 0.24%.
- Value
- ₹15.46 Cr
- Promoter stake change
- -0.24%
Ion Exchange (India) Annual General Meeting
Ion Exchange (India) Limited held its 62nd Annual General Meeting on September 11, 2026, passing resolutions on financials, dividend, director re-appointment, and auditor remuneration.
Ion Exchange (India) Investor Presentation: Key Takeaways
Ion Exchange reported Q1 FY27 consolidated revenue of INR 701 Cr (+20% YoY) but a sharp decline in EBITDA to INR 32 Cr (-49%) and PAT to INR 3 Cr (-90%).
Ion Exchange (India) Earnings Call Transcript: Key Takeaways
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 (India) Q1 FY27 Results: Net Profit ₹3.1 Cr, Down 93.6% YoY
Ion Exchange (India) Ltd reported revenue from operations of ₹700.5 Cr (+20.1% YoY) and net profit of ₹3.1 Cr (-93.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹3.1 Cr · -93.6% YoY
Ion Exchange (India) Earnings Call: Key Takeaways
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.