PDS Limited — PPTs, 15-05-2026: Investor Presentation

PDS Limited delivered a resilient performance in FY26. GMV scaled 5% YoY to ₹19,666 Cr, with revenue up 4% to ₹13,110 Cr. Profit (PAT attributable to equity shareholders) surged 29% YoY to ₹112 Cr. Gross margins remained strong at 20.6%. The company significantly improved its working capital cycle to just 4 days from 17, sharply reducing net debt to ₹105 Cr.

Strategic focus areas include expanding in the US market, evidenced by a new US$50mn+ Sourcing-as-a-Service mandate. PDS is also leveraging India manufacturing and anticipates benefits from upcoming India-UK and India-EU Free Trade Agreements. Margin transformation is a priority, driven by "Project PULSE," an AI-enabled digital platform for procurement excellence and cost efficiency.

The company strengthened its order book by 11% to ~₹5,074 Cr. It added new strategic accounts in US retail and reduced investments in new ventures by 27% through tighter governance, also exiting some loss-making verticals.

Management highlighted the platform's resilience and disciplined execution. They expect to enhance profitability and sustain long-term growth through a robust order book, trade tailwinds, and ongoing digital transformation. The company aims for a leaner, more disciplined operation with clearer sight to sustainable margin improvement.