PDS Ltd (NSE:PDSL)

Q4 2025 PDS Limited Earnings Call Transcript

May 16, 2025 / 10:30 AM GMT

Release Date Price: ₹435.15 (-1.18%)

Transcript

Key Points

Positve

PDS Ltd (BOM:538730) achieved a 25% year-on-year growth in gross merchandise value, reaching approximately $2.2 billion.
The company is well-positioned to scale up sourcing volumes for UK customers due to the UK-India FTA and the acquisition of Nit Gallery.
PDS Ltd has strengthened its North America strategy by appointing Michael Yee, who brings extensive experience and customer relationships.
The company has initiated a cost optimization program with BCG, expected to yield tangible benefits in the second half of the year.
PDS Ltd reported a 21% year-on-year increase in revenue, closing the year with INR 12,578 crore.

Negative

The company faced challenges with a slower-than-expected sales ramp-up in new verticals, resulting in a net loss of INR 162 crore.
Margins witnessed pressure, declining by 23 basis points due to the impact of retail bankruptcies and agency business declines.
The working capital days increased to 17, largely due to changes in business mix and geopolitical disturbances.
PDS Ltd's profitability was impacted by investments in new verticals, with EBITDA margins at 3.6% after adjustments.
The company experienced a temporary negative operating cash flow due to working capital build-up.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PDSL.NS - PDS Limited
Q4 2025 PDS Limited Earnings Call
May 16, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to PDS Limited Q4 and F 525 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 this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conferences over to Ms. Serena Joseph, deputy group CFO.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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