Earnings call · Apr–Jun 2026
Ion Exchange (India) Ltd
Apr–Jun 2026 revenue grew 20% to ₹701 crore but EBITDA fell 49% to ₹32 crore (4.54% margin) & net profit was ₹3 crore due to legacy projects, Roha ramp-up costs & geopolitical headwinds. Management reclassified reporting into five segments & expects profitability recovery as Roha stabilizes & new high-margin projects scale.
The full notes: the guidance, numbers & KPIs, strategy, outlook, risks, what analysts asked.
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From the company
- Indraneel Dutt
- Vasant Naik
- Aankur Patni
- Nikisha Solanki
Questions came from
- Subi GuptaTrinetra Asset Management
- Pratik KothariUnique PMS
- RahulStratton Oakmont
- Kaustav BubnaKamana Holdings
- Norris CrastoIMS
- DeepakSundaram Mutual Fund
- Sagar ParekhRenaissance Investment Managers
- Sunil KothariUnique PMS
- Richa ChowdharyElectrum PMS
- Saket KapoorKapoor & Co
Hosted by Purvangi Jain of Valorem Advisors
Topics in this call
Opening remarks
Indraneel Dutt
Thank you, ma'am. Good afternoon, everyone, and thank you for joining us today. On behalf of our Vice-Chairman, Mr. Aankur Patni, and the entire management team on the call, I extend a warm welcome to everyone participating today.
As was mentioned, today's introduction has been structured into two parts because of the reclassification that has happened, which is an extraordinary event. The first session for the first one hour, we would like to talk about the rationale and the strategic imperative behind the reclassification. And we already have uploaded a presentation for the reclassification, which I am sure all of you would have got a chance to take a look at and we will spend the one hour from 2 to 3 o'clock to take you through some of the pages of this presentation that has been uploaded. And then we will be happy to take any questions that you may have regarding that presentation. And that hopefully will conclude the first segment of our conversation.
Read the whole call: 274 paragraphs, 14 analysts' questions with every answer, 8 marked passages.
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The transcript as the company filed it on BSE. Our own rules split it into speakers & sections; an unusual layout can trip them, so check the original PDF for anything important. Not a recommendation.