Analysts/Institutional Investor Meet/Con. Call Updates

August 17, 2026 BSE Limited National Stock Exchange of India Limited The Corporate Relationship Dept. Exchange Plaza, C-1, Block- G, P.J. Towers, Dalal Street Bandra Kurla Complex, Bandra (East), Mumbai-400 001 Mumbai-400 051 Scrip Code: 500214 Symbol: IONEXCHANG Sub.: Submission of Transcript of the Conference Call held on Monday, August 10, 2026 Dear Sir/ Madam, Pursuant to Regulation 30 read with Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Conference Call held with the Investors and Analysts (Group Meet) on Monday, August 10, 2026, to discuss the reclassification of Reporting Segments and the financial performance of the Company for the first quarter ended June 30, 2026. The said transcript is also available on the Company's website at www.ionexchangeglobal.com. Kindly take the information on record. Thanking you, Yours faithfully, For Ion Exchange (India) Limited Nikisha Solanki Company Secretary & Compliance Officer ACS- 50894 Encl.: As stated above Ion Exchange (India) Limited Q1 FY ’27 Earnings Conference Call August 10, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Ion Exchange (India) Limited Q1 FY ’27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing “*” then “0” on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Purvangi Jain from Valorem Advisors. Thank you and over to you. Purvangi Jain: Thank you. Good afternoon, everyone, and a very warm welcome to you all. My name is Purvangi Jain from Valorem Advisors. We represent the Investor Relations of Ion Exchange (India) Limited. On behalf of the company and Valorem Advisors, I would like to thank you all for participating in the company's special conference call on reclassification of reporting segments. Please note that the management would take questions on the reclassification of reporting segments from 2 p.m. to 3 p.m. and then the Q1 FY ’27 Earnings Call will start at 3 p.m. to 4 p.m. In case the question-and- answer session on the reclassification of reporting segments concludes earlier, we will subsequently move into quarterly earnings. Before we begin, let me mention a short cautionary statement. Some of the statements made in today's call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainty, which could cause actual results to differ from those anticipated. Such statements are based on management's belief as well as assumptions made by and information currently available to the management. Audiences are cautioned not to place any undue reliance on these forward-looking statements in making any investment decision. The purpose of today's reclassification of reporting segments and earnings call is purely to educate and bring awareness about the company's fundamental business and financial quarter under review. Let me now introduce you to the Management participating with us in today's call and hand it over to them for their opening remarks: Page 1 of 33 We have with us Mr. Aankur Patni – Vice Chairman; Mr. Indraneel Dutt – Managing Director and CEO; Mr. Vasant Naik – Group Chief Financial Officer; and Mrs. Nikisha Solanki – Company Secretary. Without any delay, I request Mr. Indraneel Dutt to start with his remarks on classification of segments. Thank you and over to you, sir. Indraneel Dutt: Thank you, ma'am. Good afternoon, everyone, and thank you for joining us today. On behalf of our Vice-Chairman, Mr. Aankur Patni, and the entire management team on the call, I extend a warm welcome to everyone participating today. As was mentioned, today's introduction has been structured into two parts because of the reclassification that has happened, which is an extraordinary event. The first session for the first one hour, we would like to talk about the rationale and the strategic imperative behind the reclassification. And we already have uploaded a presentation for the reclassification, which I am sure all of you would have got a chance to take a look at and we will spend the one hour from 2 to 3 o'clock to take you through some of the pages of this presentation that has been uploaded. And then we will be happy to take any questions that you may have regarding that presentation. And that hopefully will conclude the first segment of our conversation. From 3 o'clock, we will follow it up with a regular 1Q, ’27 Earnings Conference Call where we will discuss our operational financial performance under the revised reporting framework for the quarter just concluded, which is first quarter of 2027. So, that is the broad direction in which we will follow. So, I will request each one of you to refer to the presentation that has been uploaded. And I will kind of cover it very briefly, giving an overview. And once that is done, and that itself will explain a lot of the questions that you may have. Any further follow-up questions, we will be very happy to take an answer for you. Okay. So, I refer to the overview Page #1 where we have given the company snapshot, where the company is into 62 years of operation in 50 plus countries. We have one of the largest service networks in Asia-Pacific region, about 200,000 plus worldwide installations, including 3,000 plus core industry projects with world-class manufacturing facilities and assembly hubs in many parts of the world, totally committed to sustainability across continents. The company's vision is to be the leader in our business, which is so vital to people's lives and the environment. As the next page will show, our total portfolio of water and environment management solutions cuts across the Page 2 of 33 entire water cycle, right from pretreatment to water treatment, which is both ion exchange resin as well as membrane technology-based. We also are into industrial wastewater treatment, recycle, and zero-liquid discharge. We also have applications for our products like special resins, adsorbents, membranes, chemicals for various applications. We also are into sewage treatment, tertiary treatment, sludge treatment, and we also have our offerings on the drinking water side with our Zero B consumer products portfolio. The next page captures the core offerings of the company, which is broadly categorized into 12 parts. This is, again, I think, one of the first times we are showing our company in this way. This is also very unique because we believe that we are one of the very few companies, if not the only one in the world, who has under their umbrella ion exchange resins, membranes, as well as specialty chemicals. We also offer standard systems and plants, home water solutions and digital solutions. And we are applying those products or offerings into water treatment, ultrapure high-purity water, wastewater treatment, as well as zero-liquid discharge and services. The next page, we have covered our capabilities. We talked about all of them. So, across the product offerings, we are pretty much present in every aspect of water and wastewater treatment and solutions. And then, the next three pages of the presentation covers our solutions offerings. And again, I would say in our solutions, we span across one of the widest portfolio of offerings across our original core solutions, which covers our pre-treatment, water treatment technologies, condensate polishing, wastewater recycle, reuse, sewage treatment, zero-liquid discharge, and home water, which typically has been the base and the core foundations of solutions that the company has been offering for the last 60-plus years. Over the last few years, the company has moved into the advanced solution portfolio, where we offer our solutions in seawater desalinat [Showing first 8,000 characters — download PDF for full document]