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Ion Exchange (India) Limited (IONEXCHANG) Fair Value & Analysis

Industrials · IN · Market cap ₹51.2B

IE Ion Exchange (India) Limited IONEXCHANG · NSE
Price₹416.90
Fair Value₹197.30
Upside-52.7%
Quality46/100
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Evidence: High Range ₹147.97 – ₹246.62

Fair value as of: Jul 3, 2026

From 16 valuation models · updated yesterday

Share price +18.3% over the past month.

Price vs Fair Value (12 months)

₹563.93 ₹316.15 Fair Value ₹197.30 Jul 2025 Jul 2026

12‑month range ₹316.15 – ₹563.93 · fair‑value band ₹147.97 – ₹246.62 · the ₹416.90 price screens above the ₹197.30 fair value. As of Jul 3, 2026.

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Analysis

Ion Exchange (India) Limited (IONEXCHANG) currently trades at ₹416.90, while our model-based Fair Value estimate is ₹197.30 — implying the stock looks roughly 52.7% overvalued today. We read business quality at 46/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Ion Exchange (India) Limited generated revenue of ₹29.1B at a net margin of 4.9%. Revenue grew 3.4% year over year. It earns a return on equity of 11.2%. Net debt stands at ₹3.0B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹29.1B
Revenue growth (YoY) +3.4%
Net margin 4.9%
Return on equity 11.2%
Free cash flow −₹2.8B FY2026
P/E ratio 34.7
More key figures
Operating margin 0.0%
EPS (TTM) ₹12.03
Dividend yield 0.3%
EPS growth (YoY) -61.9%
Net debt ₹3.0B FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

Ion Exchange (India) Limited, together with its subsidiaries, provides water and environmental management solutions in India and internationally. It operates through Engineering, Chemicals, and Consumer Products segments. The company offers raw water, process, post, and drinking water treatment; waste water, water recycling, and zero liquid discharge systems; sludge dewatering and waste to energy systems; ion exchange process, membrane process, ion exchange membrane process, and 3D modelling systems; and resin, incudes water purification equipment; and catalyst grade, adsorbent grade, chemical and special process, pharma grade, nuclear grade, hydrometallurgy, food and beverage, bio diesel, and sugar refining resins. It also provides membranes, such asnano filtration, ultra-filtration, low pressure and seawater RO, fouling resistant, and brackish resistant membranes; and specialty chemical treatment programmes, including cooling and boiler water treatment products, fireside …

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Ion Exchange (India) Limited reported revenue of ₹29.1B in FY2026 versus ₹15.7B in FY2022, a compound +16.7%/yr. Reported net income was ₹1.4B in FY2026, compounding −3.2%/yr from FY2022.

Revenue +16.7%/yr
FY22 ₹15.7B
FY23 ₹19.9B
FY24 ₹23.5B
FY25 ₹27.4B
FY26 ₹29.1B
Net income −3.2%/yr
FY22 ₹1.6B
FY23 ₹2.0B
FY24 ₹2.0B
FY25 ₹2.1B
FY26 ₹1.4B

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Frequently asked questions

Is Ion Exchange (India) Limited (IONEXCHANG) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹197.30 versus a price of ₹416.90 — about −53% (overvalued). Model-based estimate, not financial advice.
What is the fair value of IONEXCHANG?
Our model-based fair value for Ion Exchange (India) Limited is ₹197.30 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹416.90.
What is the quality score of IONEXCHANG?
Ion Exchange (India) Limited has a Quality Score of 46/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Ion Exchange (India) Limited (IONEXCHANG)?
Ion Exchange (India) Limited reported trailing-twelve-month revenue of about ₹29.1B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of IONEXCHANG?
The net profit margin of Ion Exchange (India) Limited is about 4.9%, meaning it keeps roughly 4.9% of revenue as net income. Based on the latest reported figures.
Does Ion Exchange (India) Limited pay a dividend?
Ion Exchange (India) Limited currently shows a dividend yield of about 0.30% relative to its recent price (as of Jul 3, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.