| Management target | Revenue FY27 |
|---|
| Revenue growth | 20% YoY growth driven by consumer and engineering segments. |
|---|---|
| Margins | Temporary contraction due to Roha startup and legacy project overhang. |
| Order book | Healthy order backlog of 2,473 Cr excluding recent 52M USD win. |
| Demand visibility | Strong pipeline in semiconductors, green hydrogen, and international markets. |
| Management confidence | Balanced, acknowledging short-term margin pain for long-term structural shifts. |
Growth
Revenue grew 20% YoY to 701 Cr, with Consumer products up 33% and Engineering up 14%.
Outlook
Targeting 25% utilization for Roha plant in FY27; aiming for double-digit specialty chemical margins long-term.
Risks
Margins under pressure from legacy UP projects and 6% specialty chemical erosion due to Roha costs.
Last quarter's promises, checked
Delivered
- Guided Roha commissioning → Fully commissioned and certified (WQA) (= BEAT)
- Guided 34% Consumer growth → Delivered 33-34% growth (= BEAT)
Partly delivered
- Guided margin stability → EBITDA down 29% YoY due to Roha/Logistics (= PARTIAL)
Missed
- Guided legacy project closure in FY26 → 30% scope still pending (= MISS)
- Guided 25-30% Roha utilization → Not achieved due to West Asia crisis (= MISS)
Earnings Call Transcript 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
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- Value
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- 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) Investor Presentation: Key Takeaways
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- Call
- Guides 300% 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
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