PDS
Record Q2 revenue of ₹4,432 Cr (+30% YoY), EBITDA +49% to ₹153 Cr, PAT +44% to ₹70 Cr, net cash ₹154 Cr. Management stays cautious and gives no numeric FY27 revenue guidance.
ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every PDS earnings call we streamed: the live audio and our summary of what management said.
Record Q2 revenue of ₹4,432 Cr (+30% YoY), EBITDA +49% to ₹153 Cr, PAT +44% to ₹70 Cr, net cash ₹154 Cr. Management stays cautious and gives no numeric FY27 revenue guidance.
Record Q2 revenue of ₹4,432 Cr (+30% YoY), EBITDA +49% to ₹153 Cr, PAT +44% to ₹70 Cr, net cash ₹154 Cr. Management stays cautious and gives no numeric FY27 revenue guidance.
Targets 50-70 bps annual EBITDA margin expansion and ~3% PAT margin in 2-3 years. FY27 new-vertical P&L spend around ₹80 Cr.
PDS is pivoting from a platform-building phase to a scaling phase, showing strong revenue growth in North America and significant debt reduction despite recent losses from Ted Baker.
PDS Investor Day presentation (June 2026) outlines transition to a global services platform for 40+ business verticals, focusing on sourcing-as-a-service and design-led solutions.
PDS delivered FY26 revenue of ₹13,110cr (up 4%) and GMV of ₹19,666cr. Management is transitioning to a high-value 'sourcing-as-a-service' model with focus on North American expansion and cost rationalization.
PDS delivered modest FY26 revenue growth of 4% amidst global headwinds, prioritizing balance sheet strengthening over aggressive expansion. While margins improved, high investment in loss-making new verticals and the Ted Baker franchise remains a persistent drag.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.