PDS Limited has informed the Exchange about Transcript

PDS Limited held its Q4 & FY25 earnings call on May 16, 2025. FY25 GMV grew 25% YoY to ₹18,744 crores (~$2.2 billion), while revenue rose 21% to ₹12,578 crores. PAT grew 19% to ₹241 crores; reported EBITDA margin was 3.6%, but adjusted for new vertical investments it was 5.2% vs 4.9% last year. Management guided 14% order book growth in dollar terms entering FY26 and reiterated the '555' target of $5 billion GMV at 5% PAT, noting they are 45% through on GMV but trailing on profitability. They expect 25-30% reduction in new vertical losses (₹162 cr in FY25), ~₹50 cr of cost savings via a BCG-led program, and a sharp focus on bringing working capital days from 17 down to single digits. New US accounts opened include Walmart, Target, American Eagle, Ralph Lauren, and T.J. Maxx under a reorganized North America team led by Michael Yee. Proposed dividend is ₹3.35/share (30% of FY25 PAT).