IONEXCHANG

What ION Exchange (India) promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 20 tracked 4 delivered 5 missed 11 open
  • Roha Plant Revenue Start delivered said Q3 FY25 Promised: The Roha revenues should start from the second quarter (Q2 FY26). Q1 FY27: Promise achieved in a prior quarter. No new updates.
  • Onerous Contract Completion missed said Q3 FY25 Promised: Expecting substantial invoicing for this contract to get completed in the first half of the FY 25-26. Q1 FY27: The impact of legacy projects is explicitly cited as the reason for the new Treatment Solutions segment reporting an EBIT loss of INR 17 crores, confirming the continued drag from this missed promise.
  • UP Jal Nigam Project Completion delayed said Q4 FY25 Promised: UP project which is going to spill over to the beginning of the ‘26-27. Q1 FY27: Management explicitly states the project will not be closed in FY27. The unexecuted portion is quantified at ~11% of the order backlog (approx. INR 272 Cr), confirming the significant delay.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 20 tracked commitments for ION Exchange (India) — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens