Ion Exchange (500214) Investor presentation summary

Vision and business overview

• Aims to be a leader in vital environmental solutions, focusing on water and sustainability.

• Over 61 years of presence, operating in 23 countries with 7 manufacturing facilities in India and 4 overseas.

• Offers total water and environment management solutions for industry, homes, and communities.

• Holds over 50 patents and has commercialized 100+ products, with strong R&D and application centers.

• Executed more than 150,000 projects globally, with a robust service and sales network.

Market and industry landscape

• Global water and wastewater treatment market projected to grow at 7.5% CAGR, reaching USD 536.41 Bn by 2030.

• Indian water and wastewater treatment market valued at INR 199 Bn, with significant municipal and industrial segments.

• Only 60% of industrial wastewater is treated in India, creating growth opportunities.

• Government initiatives like 'Har Ghar Nal se Jal' and 'Namami Gange' drive sector expansion.

• Water treatment chemicals market expected to grow rapidly, with Asia Pacific holding 33% share.

Business segments and operations

• Engineering (61% of revenue): Designs, constructs, and maintains water and wastewater plants for diverse sectors.

• Chemicals (29%): Manufactures water treatment chemicals, ion exchange resins, and specialty chemicals.

• Consumer Products (10%): Provides RO and other water purification solutions for homes, institutions, and rural markets.

• Strong order book of INR 22,500 Mn in engineering, with a significant bid pipeline.

• Exports account for 35% of revenue, with a presence in key global markets.