| Revenue growth | Modest 4% YoY revenue growth to ₹13,110cr for FY26. |
|---|---|
| Margins | Gross margins up 48bps to 20.6% via procurement efficiencies. |
| Order book | Robust order book of ₹5,074cr, reflecting 11% YoY growth. |
| Demand visibility | Encouraging visibility in North America with 30% order book growth. |
| Management confidence | Cautious but optimistic regarding structural shifts toward asset-light sourcing. |
Growth
FY26 revenue grew 4% to ₹13,110cr; manufacturing segment saw 31% growth. Gross margins improved 48bps.
Outlook
Order book stands at ₹5,074cr, up 11%. Targetting 40-50bps annual gross margin improvement.
Risks
New Lobster (Ted Baker) vertical faces bankruptcy of retail partners; loss-making subsidiaries still drain profitability.
Earnings Call filed with BSE, NSE: PDSL. Summary written with AI assistance from the document.
PDS Ltd: key numbers
- Share price
- ₹357.65
- Market cap
- ₹5,059 Cr
- Revenue (annual)
- ₹13,110 Cr
- Net profit (annual)
- ₹111.7 Cr
- P/E (TTM)
- 43.0×Sector 55.7×
- Promoter holding
- 61.37%+0.00% QoQ
- FII holding
- 3.78%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from PDS Ltd
All →PDS Employee Stock Options
PDS Multinational Fashions ESOP Trust acquired 7,000 equity shares of PDS Ltd via market purchase. The transaction, valued at ₹0.25 Crore, was executed on the NSE.
- Value
- ₹0.25 Cr
PDS Merger & Restructuring Worth ₹0.01 Cr
PDS Limited's step-down subsidiary Design COE Limited incorporated Design COE Canada Inc in Ontario, Canada. The fashion sourcing entity was subscribed at approximately ₹1,000 (USD).
- Value
- ₹0.01 Cr
PDS Merger & Restructuring
PDS Limited has completed the transfer of its 49% stake in DBS Lifestyle. Consequent to this disinvestment, the investee entities have ceased to be associates.
PDS Earnings Call Transcript: Key Takeaways
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 Presentation: Key Takeaways
PDS reported strong Q1FY27 results with 15% revenue growth and 43% PAT growth. Management highlighted a significantly stronger balance sheet with net debt reduced by 73% and working capital improved to 1 day.
- Call
- Guides 15% growth
PDS Q1 FY27 Results: Net Profit ₹28.6 Cr, Up 43.0% YoY
PDS Ltd reported revenue from operations of ₹3,444 Cr (+14.8% YoY) and net profit of ₹28.6 Cr (+43.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹28.6 Cr · +43.0% YoY