I

Ion Exchange (India) Limited

IONEXCHANGNSE
Market snapshot · 2026-08-11 16:22 UTC

380.90

₹-4.75 (-1.23%)

MARKET CAP

₹4.68K Cr

STOCK P/E

45.9x

52W HIGH

₹486.00

52W LOW

₹312.70

BOOK VALUE

₹112.94

EPS

₹8.29

ROE

SECTOR

Industrials

DEBT/EQUITY

35.98

VOLUME

3.03L

P/B RATIO

3.37x

PEG RATIO

-0.50

Sector

Industrials

Themes

Environmental ServicesWaste ManagementSunil Singhania Portfolio
D
Dividend
₹468.30₹434.54₹400.78₹367.01₹333.25VolumeDAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for IONEXCHANG.

1.00 analysts

Price Forecast

Current
₹380.90
High Target
₹448.00
▲ +17.6%
Median Target
₹448.00
▲ +17.6%
Low Target
₹448.00
▲ +17.6%
Now₹380.90High ₹448.00Median ₹448.00Low ₹448.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
1 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹293.53 - ₹486.8080%
6M₹262.33 - ₹536.4780%
12M₹222.79 - ₹612.7480%
Realized vol: +39.5% · Drift: +4.7%

Revenue Forecast

₹ Cr
Jun '26Current₹636.0
Sep 2026 ETrend estimate range
High₹804.0Base₹744.4Low₹684.9
Sep '25: ₹678.0 · Dec '25: ₹669.0 · Mar '26: ₹814.0 · Jun '26: ₹636.0 · Sep '26: ₹744.4 · Dec '26: ₹734.6
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E678.0669.0814.0636.0744.4734.6
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹0.78
Sep 2026 ETrend estimate range
High₹2.56Base₹2.28Low₹2.01
Sep '25: ₹3.26 · Dec '25: ₹1.64 · Mar '26: ₹1.33 · Jun '26: ₹0.78 · Sep '26: ₹2.28 · Dec '26: ₹1.15
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E3.261.641.330.782.281.15
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
62%
Analyst Consensus
Unavailable

From 1 analysts

Mean upside+17.6%

Fundamentals

Weakening

Fundamentals institutional score is 28 using growth durability 28.1.

Valuation

Attractive relative to peers

Valuation institutional score is 88 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Positive

Analyst View institutional score is 84 using mean target upside 17.6%; dispersion penalty 0; recommendation breadth from available consensus.

Technical Structure

Mixed Momentum

Technicals institutional score is 63 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 6 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. valuation and analyst consensus provide support, while fundamentals remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals WeakeningValuation Attractive relative to peersAnalyst Consensus PositiveTechnical Structure Mixed MomentumMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price448 target
Mean Upside+17.6%
Technical Score63%
Fundamental Score28%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 25.4% below historical median. Valuation is declining — currently in the strongly undervalued zone (z-score: -1.18). Confidence: 79%.

Live forward EPS implies next-12-month EPS of ₹18.00. Applying the stock's normalized valuation corridor produces a fair range of ₹884.88 to ₹1,228.14, with base value near ₹1,107.90 (+190.9% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹18.00

Forward P/E

21.2x

Base Fair Value

₹1,107.90

Fair Range

₹884.88 - ₹1,228.14

Upside To Base

+190.9%

Estimate Source

Live forward EPS

Growth Estimate

-91.6%

P/E
Strongly Undervalued

5Y Average

51.40

Current

45.95

Overvalued

68.23

Undervalued

49.16

EV/EBITDA
Strongly Undervalued

5Y Average

29.55

Current

26.42

Overvalued

37.33

Undervalued

23.26

P/B
Strongly Undervalued

5Y Average

4.08

Current

3.37

Overvalued

4.69

Undervalued

3.46

Peers & Comparison

Sector: Industrials · Theme: Environmental Services

Environmental Services · Environmental Services Peers4 peers
Avg P/E: 45.9x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
KRN HEAT EXCHANGE N REF L
KRNElectrical Components & Equipments
+36.5%12.7%
105.0x
Premium
+129% vs avg
+34.1%
INDIAN ENERGY EXC LTD
IEXPower Trading & Consultancy
+10.1%66.2%
22.3x
Undervalued
-51% vs avg
-8.5%
STYLAM INDUSTRIES LIMITED
STYLAMINDConstruction & Engineering
+15.4%14.5%
35.7x
Undervalued
-22% vs avg
+119.2%
TECHNOCRAFT IND LTD
TIILIndustrial Machinery
+1.3%10.3%
20.7x
Undervalued
-55% vs avg
+1.7%
WHY THESE PEERS

ION EXCHANGE (INDIA) LTD trades at a discount (30.5x vs peer avg 45.9x), suggesting potential undervaluation relative to the Environmental Services cohort. Peers include KRN HEAT EXCHANGE N REF L, INDIAN ENERGY EXC LTD, STYLAM INDUSTRIES LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹636 CrJun 2026

Latest net profit

₹11 CrJun 2026

Latest EPS

₹0.78Jun 2026

Net margin

4.8%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.0%3.0%6.0%9.0%12.0%0.00 Cr250 Cr500 Cr750 Cr1.00K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr250 Cr500 Cr750 Cr1.00K Cr₹0₹1₹2₹3₹3
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOtheradjustmentsOperatingprofitOther incomeInterestOtheradjustmentsProfitbefore taxTax & otherNet Profit0.00 Cr200 Cr400 Cr600 Cr800 Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-1.10K Cr0.00 Cr1.10K Cr2.20K Cr3.30K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +449484512735516589650785518678669814636
Expenses +397425443647456522576702462617613803605
Operating Profit52596988616774835661561131
OPM %12%12%13%12%12%11%11%11%11%9%8%1.4%4.8%
Other Income +10101017131311152016-04513
Interest22212223227108
Depreciation889991010111111171820
Profit before tax52596994626873856364322715
Tax %26%26%28%24%26%25%27%24%26%25%25%28%26%
Net Profit +39445072465153654748242011
EPS in Rs2.652.993.394.893.123.463.644.403.203.261.641.330.78
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters25.71%25.67%25.58%25.52%25.43%
FII5.27%4.85%4.68%4.63%4.86%
DII14.09%14.29%14.22%14.80%15.32%
Public38.77%39.01%39.34%38.86%38.21%
Others16.16%16.18%16.18%16.19%16.18%
Jun 2026
Promoters
FII
DII
Public
Others

Events Timeline

Earnings Presentation - Q1 FY 2026-27

Aug 10, 2026PDFCompany Reports Open

Investor P

Aug 10, 2026PDFCompany Reports Open

Earning Presentation - Q1 FY 2026-27

Aug 10, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Newspaper Publication

Aug 07, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Aug 05, 2026PDFCompany Reports Open