ION Exchange (India) Limited — PPTs, 10-08-2026: Investor Presentation

Ion Exchange (India) Limited's recent investor presentation highlights robust performance and strategic expansion.

**1. Business Performance:** Ion Exchange saw strong revenue growth in its Consumer Products (+31.4%) and Lifecycle Services (+11%) segments in FY26, with Lifecycle Services' operating profit (EBIT) soaring by +35.7%. Treatment Solutions and Specialty Chemicals also achieved moderate revenue gains. The company is shifting to five new reporting segments for enhanced clarity.

**2. Growth Drivers or Strategy:** The firm is strategically investing in capacity expansion, including a 5x increase for Industrial Resins (Roha), a 6x boost for Pharma Resins (Ankleshwar) with FDA approval, and significant growth in membrane manufacturing in Goa. Innovation, global presence in over 50 countries, and sustainability are core to its strategy.

**3. Recent Developments:** Key developments include substantial capacity augmentations across resins, membranes, and standard systems. The company is also scaling up its comprehensive Lifecycle Services platform and ZeroB Home Water Solutions, emphasizing digital service operations and new product lines like alkaline and hydrogen water. It's exploring emerging solutions for lithium extraction and new energy.

**4. Key Financial Metrics:** Lifecycle Services demonstrated impressive EBIT growth of 35.7% YoY, while the Consumer Products segment significantly reduced its operating loss.

**5. Management Commentary / Outlook:** Management is focused on leveraging expanded capacities, technological leadership, and digital initiatives to drive future growth, enhance global competitiveness, and increase market share across its diverse water and environment management portfolio.