ION Exchange Q2 FY27 Earnings Presentation: Loss of ₹714 Cr Standalone, ₹828 Cr Consolidated
ION Exchange reported a consolidated Net Profit of ₹(828) crore for Q2 FY27, with a (12.27)% PAT margin. Standalone Net Profit was ₹(714) crore. The company cited cost impacts in Treatment Solutions and input cost inflation affecting Specialty Chemicals, while Industrial Products grew 35% YoY.
The substantial reported losses and negative margins directly impact the company's financial health and investor perception, warranting a high impact assessment.
The company reported significant losses in both standalone and consolidated Net Profit for Q2 FY27 and H1 FY27, indicating a negative financial performance.
ION Exchange (India) Limited has submitted its earnings presentation for the second quarter and half year ended September 30, 2026. The company reported a standalone Net Profit of ₹(714) crore for Q2 FY27, with a PAT margin of (11.60)%. On a consolidated basis, the Net Profit was ₹(828) crore, and PAT margins stood at (12.27)%.
For the half year ended September 30, 2026, the standalone Net Profit was ₹(600) crore with a PAT margin of (4.80)%, while the consolidated Net Profit was ₹(797) crore with a PAT margin of (5.80)%.
The company's Treatment Solutions segment experienced a significant impact on its financials due to changes in the estimated cost to complete legacy projects and delayed dispatches to GCC markets. However, the Industrial Products segment showed strong year-on-year growth of approximately 35%. Lifecycle Services recorded sequential growth with stable margins, and Specialty Chemicals saw sequential and year-on-year turnover improvement, though margins remained under pressure due to input cost inflation. Consumer Products continued to deliver strong volume growth.
The company highlighted investments in strengthening its organizational structure in overseas geographies to improve market reach and noted encouraging responses to its Advanced Digital solutions. Future growth drivers include the strong order backlog in Treatment Solutions, sustained healthy order inflows in Industrial Products, increasing offtake from the new resin manufacturing facility in Roha, and continued investments to scale up the Consumer Products business.
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ION Exchange (India) Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by ION Exchange (India) Limited. Read the original for the full detail.