ION Exchange (India) Limited has informed the Exchange about Investor Presentation
IONEXCHANG · price
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ION Exchange has filed its July 2025 Investor Presentation with the exchanges. For FY25, the company reported operating income of INR 27,371 Mn, operating EBITDA of INR 2,939 Mn, and profit after tax of INR 2,083 Mn, with 5-year revenue, EBITDA, and PAT CAGRs of 13.1%, 16.9%, and 17.2% respectively. The order book stood at approximately INR 22,501.8 Mn (excluding Sri Lanka and UP SWSM orders), with a strong bid pipeline of around INR 88,340 Mn, signaling healthy business visibility. The business is diversified across Engineering (61%), Chemicals (29%), and Consumer Products (10%), and the company remains net debt free with ROE of 18.7% and ROCE of 22.0%. A new greenfield resin manufacturing plant at Roha is expected to commence operations in Q2 of FY25-26, which should support future growth in the chemicals segment.
This is a routine investor presentation disclosure, but the strong order book (~INR 22.5 Bn) and large bid pipeline (~INR 88.3 Bn) provide good revenue visibility for investors. However, the steadily declining EBITDA margins (from 13.96% in FY21 to 10.74% in FY25) and PAT margins (from 9.89% to 7.61%) remain a concern that may weigh on investor sentiment.