| Revenue growth | 15% YoY growth led by North America's 48% surge. |
|---|---|
| Margins | EBITDA margin expanded 111 bps to 2.8%. |
| Order book | Order book grew to ₹6,095cr, reflecting healthy customer traction. |
| Demand visibility | Positive visibility with order book up 23% YoY. |
| Management confidence | Confident, shifting from 'investing' to 'scaling' phase. |
Growth
Revenue grew 15% YoY to ₹3,444cr; North America surged 48%. PAT grew 43% YoY.
Outlook
Order book is up 23% to ₹6,095cr. Management maintains a long-term 'Triple 5' strategy aspiration.
Risks
Ted Baker losses reached $2M in Q1. High reliance on sourcing-as-a-service scalability.
Last quarter's promises, checked
Delivered
- Guided 50-75 bps EBITDA margin expansion → delivered 111 bps (= BEAT)
- Guided net debt reduction to ~₹100cr → delivered ₹29cr (= BEAT)
- Guided 11% order book growth → delivered 23% (= BEAT)
Partly delivered
- Guided North America order book growth ~30% → delivered 48% revenue surge (= BEAT)
Missed
- Guided mid-single digit revenue growth → delivered 15% (= BEAT/MISS on caution)
Earnings Call Transcript 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 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
PDS Earnings Call: Key Takeaways
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.