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Order Wins · Water Management · Mid cap

Ion Exchange bags $53M filtration order from Hyundai in Middle East

The ₹503 cr contract adds ~19% to the order book and covers 18.8% of standalone revenue, boosting near-term visibility for a company that has been battling margin erosion.

2 earlier stories on Ion Exchange (India) Ltd.
Mkt cap₹5,829 cr
P/E40.86×
ROE17.21%
Debt / eq.0.25
Div yld0.31%
₹503 cr (USD 52.83M) Contract value for filtration units in the Middle East

What's new

  • Ion Exchange won a $52.83M filtration contract from Hyundai Engineering & Construction for a Middle East project.
  • The order is worth ~₹503 cr, about 18.8% of FY26 standalone revenue.
  • Execution is scheduled over 18 months; order book stood at ₹2,643 cr at March-end.

Why this matters

For a company with trailing revenue of ₹2,679 cr and a shrinking profit margin, this single order provides material top-line visibility. It also strengthens Ion Exchange's international footprint at a time when domestic margin pressures have weighed on earnings.

What we're watching

  • Execution pace and margin on this contract; Roha plant costs have squeezed Q4 EBITDA to 2.3%.
  • Whether more such orders follow, given the size relative to the order book.
  • Any update on the company's broader margin recovery trajectory.

The full read

Ion Exchange has locked in a ₹503 crore contract from Hyundai Engineering & Construction to supply filtration units in the Middle East. The single order is worth 18.8% of its FY26 standalone revenue. The order book, which stood at ₹2,643 crore at the end of March, gets a ~19% boost. Execution spans 18 months, so revenue recognition will be gradual. The win is a welcome counterweight to recent margin pressure: Q4 EBITDA margins slumped to 2.31% and FY26 net profit fell 35%. This contract doesn't fix the margin story, but it does restore top-line visibility for a company that has seen revenue growth slow to 3.4% trailing.

Questions answered

How big is this order relative to Ion Exchange's revenue?
The ₹503 cr contract is about 18.8% of the company's standalone revenue of ₹2,679 crore for FY26.
When will this order be executed?
The project is scheduled for execution over a period of 18 months.
Is this order already in the order book?
No. The order book at March-end was ₹2,643 cr; this new contract adds about 19% and was not previously disclosed.
How does this contract affect Ion Exchange's international presence?
It marks a sizeable addition to the engineering order book and strengthens the company's footprint in the Middle East, where Hyundai Engineering is the counterparty.
Mentioned: Hyundai Engineering & Construction Co., Ltd. · ₹503 cr · Middle East
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Ion Exchange (India) Ltd.

Water Management
₹5,829 cr
P/E 42.13×

Latest quarter · Mar 2026

Sales₹863 cr
Net profit₹24 cr
Op. margin+2.3%
EPS₹1.70

Strength & growth

Debt / equity0.25×
Current ratio1.49×
Sales CAGR+13.7%
EPS CAGR+15.5%
  1. 10 Jul 2026 · 12:24 PM IST Ion Exchange bags $53M filtration order from Hyundai in Middle East
  2. 35d ago Ion Exchange profit margins shrink as Roha plant costs bite
  3. 44d ago Ion Exchange profit drops 35% as margins buckle under costs