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

Ion Exchange (India)'s FY22-26 performance shows mixed trends. Treatment Solutions saw revenue jump 23% CAGR to 1122 Cr, but EBIT declined. Lifecycle Services delivered strong results with 10% revenue and 21% EBIT CAGR, reaching 289 Cr revenue and 38 Cr EBIT. Specialty Chemicals also posted solid growth. Consumer Products revenue surged 31% CAGR to 343 Cr, though it remains a loss-making segment.

The company is strategically expanding capacity across resins (Non-Solvent, Pharma) and membranes (RO, UF, MBR). It's actively targeting high-growth areas like Lithium extraction, New Energy, Semiconductor, and Data Center solutions, alongside digital initiatives like IonSiTE APM.

Recent developments include India's first Non-Solvent Resin facility, a 5X Pharma Resins capacity expansion, and 3X business growth validation in RO membranes.

Management is focused on scaling operations, enhancing technological leadership, and leveraging these investments to capture future market opportunities and drive profitability.