PDS Limited has informed the Exchange about Investor Presentation
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PDS Limited reported FY25 GMV of ₹18,744 cr ($2.2 bn), up 25% year-on-year, with revenue of ₹12,578 cr, up 21%, and PAT of ₹241 cr, up 19%. Reported EBITDA margin dipped 14 bps to 3.6% and PAT margin slipped 3 bps to 1.9%, but excluding investments in new verticals, normalised EBITDA margin improved 32 bps to 5.2% and PAT margin rose 39 bps to 3.5%. Order book stood strong at $600 mn+, up 14% YoY, with the Americas growing 39%. The company completed a 55% acquisition of Knit Gallery for $4.6 mn to expand India manufacturing, signed an MOU with Foundry Group to strengthen its US strategy, and divested a 42% stake in its digital e-commerce business. A 30% PAT dividend payout (168% of face value) was proposed, and a BCG-led cost optimization program has identified 5% savings so far against a 10-month plan.
The presentation highlights robust top-line growth and a strong order book, but reported margins remain under pressure due to investments in new verticals and agency business challenges. Underlying margin expansion, the acquisition pipeline, and cost optimization initiatives could support earnings improvement in FY26, making this a mixed but constructive update for shareholders.