Ion Exchange (500214) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
10 Aug, 2026Company overview and global presence
Over 62 years of expertise in water and environment management, operating in 50+ countries with 200,000+ installations worldwide.
Advanced R&D centers in India and global assembly hubs in UAE, Saudi Arabia, South Africa, Indonesia, and Bangladesh.
One of Asia's largest service networks, serving industries, institutions, homes, and communities.
14 global manufacturing facilities and assembly centers, with 30% of revenue from international markets.
Projects executed across South Asia, West Asia, Africa, East Asia, Southeast Asia, Europe, and Latin America.
Solutions and portfolio
Comprehensive offerings include ion exchange resins, membranes, chemicals, standard systems, home water solutions, and digital solutions.
Solutions span source water, process water, high purity water, ultrapure water, wastewater, zero liquid discharge, and municipal/sewage treatment.
Advanced solutions cover seawater desalination, advanced oxidation, wellness solutions, and specialized industrial applications.
Emerging solutions focus on brine valorization, lithium extraction, PFAS assurance, new energy, semiconductor, and data center solutions.
Innovation and investments
Over 50 years of R&D legacy, with 100+ patents and more than 100 products launched.
Strategic investments in expanding resin, membrane, and standard systems manufacturing capacities.
India's first non-solvent resin and integrated RO membrane manufacturing facilities established.
Circular manufacturing initiatives with integrated acid recovery and green operations.
Expanded pharma resin portfolio and capacity, reducing import dependence and supporting long-term growth.
Latest events from Ion Exchange
- Revenue up over 20% YoY, but profit and margins down; segment realignment and SEBI risk.500214
Q1 26/27 - Q1 FY25 saw double-digit growth, strong order book, and ongoing regulatory challenges.500214
Q1 24/25 - Strong revenue and profit growth, margin expansion, and robust order pipeline; SEBI litigation risk.500214
Q2 24/25 - Strong revenue and profit growth, with margin pressure from legacy contract and robust order book.500214
Q3 24/25 - FY25 revenue up 16.6% YoY to INR 27,371 Mn; dividend of ₹1.50 and Roha plant to drive growth.500214
Q4 24/25 - Q1 FY26 delivered higher revenue and profit, with Roha plant commissioning and SEBI matter ongoing.500214
Q1 25/26 - Q2 FY26 revenue grew 13.9% YoY, but margins declined and SEBI litigation remains a risk.500214
Q2 25/26 - Revenue up but margins and profits down due to costs and Labour Codes; SEBI case ongoing.500214
Q3 25/26 - FY26 revenue rose 6.5% but net profit dropped 31% as margins and costs weighed on results.500214
Q4 25/26