ION EXCHANGE (India) Limited has submitted its Q2 and H1 FY27 earnings presentation. The company reported its financial performance, operational highlights across segments including Treatment Solutions, Industrial Products, Specialty Chemicals, and Consumer Products, and outlined future growth drivers. The presentation also includes historical financial data and market information, providing a comprehensive overview of the company’s recent performance and strategic outlook.
ION EXCHANGE Reports Q2/H1 FY27 Financial Performance
ION EXCHANGE (India) Limited has released its earnings presentation for the second quarter and half year ended September 30, 2026. The document provides a detailed look at the company’s financial results and strategic initiatives.
Key Financial Highlights (Q2 FY27)
Standalone Performance
For Q2 FY27, the standalone Operating Income was INR 6,157 Mn, with Operating EBITDA at INR (773) Mn and Net Profit at INR (714) Mn. Diluted EPS stood at INR (5.804)/Share.
Consolidated Performance
On a consolidated basis, Operating Income for Q2 FY27 was INR 6,747 Mn, while Operating EBITDA was INR (848) Mn and Net Profit was INR (828) Mn. Diluted EPS was INR (6.837)/Share.
Half-Yearly Performance (H1 FY27)
Standalone Performance
In H1 FY27, standalone Operating Income reached INR 12,513 Mn, with Operating EBITDA at INR (467) Mn and Net Profit at INR (600) Mn. Diluted EPS was INR (4.877)/Share.
Consolidated Performance
Consolidated figures for H1 FY27 showed Operating Income of INR 13,752 Mn, Operating EBITDA of INR (530) Mn, and Net Profit of INR (797) Mn. Diluted EPS was INR (6.490)/Share.
Order Book and Pipeline
As of September 30, 2026, the company’s Total Orderbook stood at approximately INR 29,690 Mn, with a Bid Pipeline of INR 93,700 Mn. Engineering projects accounted for approximately INR 26,960 Mn.
Operational Highlights
Segmental Performance
- Treatment Solutions: Experienced a change in estimated costs for legacy projects impacting financials this quarter. Turnover was affected by high-value contracts scheduled for H2, with some dispatches delayed due to the Middle East crisis.
- Industrial Products: Delivered strong growth of approximately 35% YoY during the quarter.
- Lifecycle Services: Recorded sequential growth with stable margins.
- Specialty Chemicals: Showed sequential and YoY improvement in turnover. Margins were under pressure due to input costs and Roha facility costs, with expected improvement from cost pass-through.
- Consumer Products: Continued to deliver strong volume growth.
Other Updates
- Advanced Digital solutions are showing encouraging response and are expected to positively impact future financial profiles.
- Significant investment in strengthening overseas organization structures to improve market reach and accrue benefits in the coming months.
Future Growth Drivers
- Treatment Solutions: Strong order backlog and planned execution schedules expected to drive H2 turnover improvement and better margins.
- Industrial Products: Healthy order inflows are expected to sustain growth momentum.
- Specialty Chemicals: Offtake from the new Roha resin manufacturing facility is improving and expected to contribute increasingly to segment growth.
- Consumer Products: Continued investments aim to scale up the business and expand the revenue base.
Historical Financial Overview
The presentation also includes historical standalone and consolidated financial performance data from FY23 to H1-FY27, covering income statements, balance sheets, and key ratios like ROE and ROCE. The data indicates fluctuations in profitability and margins over these periods, with recent quarters showing negative EBITDA and PAT. Working capital days and market data, including share price movement and shareholding patterns, are also provided.
Disclaimer
The presentation includes forward-looking statements which involve risks and uncertainties. Past performance is not necessarily indicative of future results. The company and Valorem Advisors have provided disclaimers regarding the accuracy and completeness of the information presented.
Source: BSE
