ION Exchange (India) Limited — Investor Meet, 08-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Ion Exchange's Q1 FY26 highlights: Revenue up 3% YoY to INR 583.2 Cr, but EBITDA down 2% to INR 62.7 Cr, partly due to SAP transition. Net profit jumped 8% to INR 48.4 Cr. Engineering revenue eased slightly to INR 318 Cr, but EBIT grew significantly to INR 27.8 Cr, aided by a one-time rebate. Order book is strong at INR 2,664 Cr. Chemical revenue was down 5% to INR 188.9 Cr, hit by April's SAP issues; new Roha plant for resin production is set for Q2 commissioning, targeting exports. Consumer products soared 36% to INR 90.2 Cr, cutting losses to INR 0.9 Cr from market expansion. Management expects legacy projects to impact engineering margins this year.