PDS Limited has informed the Exchange about Investor Presentation
PDSL · price
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PDS Limited shared its FY25 results and strategy at an Investor Day. FY25 revenue grew 21% YoY to ₹12,578 Cr, with EBITDA up 17% to ₹457 Cr and PAT up 19% to ₹241 Cr, though margins stayed flat (EBITDA 3.6%, PAT 1.9%). The company reaffirmed its '555 Strategy' targeting $5B GMV, $3.5B revenue, and 5% PAT margin in 5 years, with current progress at ~45% and ~17% of those targets respectively. Order book stood strong at over $600M (+14% YoY) and the US market grew 39%. New Lobster (Ted Baker license) has been a drag with FY25 loss of $1.6M vs profit of $2.5M in FY24, and is expected to turn profitable in FY26. Management guided to short-term softness in Q1 FY26 (two Eid holidays, cyclicality) but mid-teens revenue and profit growth for full year FY26, with cost optimization benefits materializing in H2 FY26.
Mixed near-term signal: short-term Q1 FY26 profitability softness acknowledged, but long-term 555 targets and FY26 mid-teens growth guidance are positive. Investors should watch for execution on cost optimization, New Lobster turnaround, and reduction of new vertical losses (target: 30% cut in FY26).