Pds Limited · NSE:PDSL
Pds — Investor Day (June 2025)
100 slides from Pds's investor day presentation, Jun 9, 2025
Slide 1: Exchange filing cover letter: Investor Presentation for PDS Investor Day
PDS/SE/2025-26/33 June 9, 2025 Listing Department Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1 Block G, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), Dalal Street, Mumbai -400 051 Mumbai- 400001 Scrip Symbol: PDSL Scrip Cod
Slide 2: Investor Meet June 2025
INVESTOR MEET JUNE 2025 INVESTOR MEET 2025
Slide 3: Agenda
Agenda 1 Opening Address 2 Strategic Vision & Market Positioning 3 Financial Performance, Capital Allocation, and Sustainable Growth Sanjay Jain Pallak Seth Rahul Ahuja Group CEO Executive Vice Chairman Group CFO 4 Business Heads Speak Special Guest Rajnish Kapoor Steve Goodwin Eric Leddel Henry Stu
Slide 4: Opening Address – Sanjay Jain, Group CEO
Opening Address – Sanjay Jain, Group CEO BOARD PRESENTATION | Q4 and FY25
Slide 5: Our Journey since 2014
PDS LIMITED Our Journey since 2014 (Since demerger from erstwhile Company) 25 Year Journey – Starting in 1999 from Sourcing-Led Business to a Global Fashion Solutions Platform across 22+ countries • Since 2014 – Topline grew at a CAGR of 12% with increase in profitability at a CAGR of 23% • Expanded
Slide 6: Where we aim to be?
PDS LIMITED Where we aim to be? Our Journey Towards 555 – Progress, Learnings, and Acceleration ---- Achieved GMV of $2.2bn; ~45% of target ---- ---- PAT $29mn; ~17% of target ---- Nearly two years ago, we launched our 555 vision – targeting $5bn in GMV and 5% PAT. The journey has been meaningful, b
Slide 7: Strategic Vision & Market Positioning – Pallak Seth
Strategic Vision & Market Positioning – Pallak Seth, Executive Vice Chairman BOARD PRESENTATION | Q4 and FY25
Slide 8: Contents: Who We Are, 555 Strategy, Macro Environment
PDS LIMITED 1. Who We Are • The Platform • PDS Solutions • What Makes us Different 2. 555 Strategy 3. Macro Environment • Change in Retailer Sourcing Strategy • Disruptive Business Models • How is PDS adapting? • Opportunities 4. Regional Strategy & Customer Engagement • UK & EU • US • PDS at Global
Slide 9: Who we are?
1 PDS LIMITED Who we are? We’re the World’s Leading Entrepreneur-led Global Supply Chain Solutions Partner 88% Apparel 10% Home 2% Other *category split based on GMV $2.2bn+ $1.5bn $540mn+ GMV Revenue Working Capital Limits 1.3mn+ 22+ 10,200+ Pieces per day production Country presence with Employees
Slide 10: The Platform
1 PDS LIMITED The Platform PDS operates as a platform with 40+ business verticals, offering solutions to 250+ brands & retailers. 9/ INVESTOR MEET 2025
Slide 11: Moving from a product to a solutions company
Moving from a product to a solutions company INVESTOR MEET 2025
Slide 12: What Makes us Different
1 PDS LIMITED What Makes us Different SCALE & SPEED We have the scale of a listed company, and the agility of a startup WORKING CAPITAL BESPOKE SOLUTIONS - Great relationships with Banks - One size does not fit all - $540M+ Working Capital limits - Commercial solutions to the specific requirements o
Slide 13: PDS Solutions
1 PDS LIMITED PDS Solutions Moving from a Product to a Services company Governance Design-Led Sourcing Sourcing as a Service Category Management Brands Manufacturing We act as your design arm, We act as your outsourced We act as your outsourced Leveraging our capabilities to We have our own factorie
Slide 14: 555 Strategy
555 STRATEGY INVESTOR MEET 2025
Slide 15: 555 Strategy
2 PDS LIMITED 555 Strategy TARGET ➢ No growth for growth’s sake 5 YEARS ➢ AAA credit worthy customers $5B GMV I $3.5B Revenue 5% PAT ➢ Focus on high ROCE opportunities ➢ No compromise on 6C & I principles 14/ INVESTOR MEET 2025
Slide 16: Macro Environment
MACRO ENVIRONMENT INVESTOR MEET 2025
Slide 17: Macro trends
3 PDS LIMITED 555 Strategy CONSOLIDATION ESG RETHINK CONTINUES POST-TARIFF AI & DISTRUPTIVE BUSINESS MORE RESPONSIBILITY WORLD MODELS EMERGING ON VENDORS 16/ INVESTOR MEET 2025
Slide 18: Opportunities for PDS
3 PDS LIMITED Opportunities for PDS Manage Retailers Add New Brand & Category Fast Production Sourcing Office Countries of Management Model origin Small Quantities, (Duty & Tariff Short Lead-Time Benefit) 17/ INVESTOR MEET 2025
Slide 19: How is PDS Adapting?
3 PDS LIMITED How is PDS Adapting? Keeping Startup Product → Asset Light PDS Ventures Mentality Solutions Company 18/ INVESTOR MEET 2025
Slide 20: Case Study: Adapting to Disruptive Business Models
3 PDS LIMITED Case Study: Adapting to Disruptive Business Models • Fast production model, driven by consumer behaviour, AI & Data • Social commerce & resell growing • Vinted becomes top French clothing retailer Set up a Fast Production model ➢ Test & Repeat ➢ Reduce Minimum Order Quantities (MOQ) ➢
Slide 21: Regional Strategy & Customer Engagement
REGIONAL STRATEGY & CUSTOMER ENGAGEMENT INVESTOR MEET 2025
Slide 22: UK & EU
UK & EU 71% of PDS INVESTOR MEET 2025
Slide 23: UK & EU: Opportunities
4 PDS LIMITED UK & EU: Opportunities COST CUTTING, INCLUDING DESIGN REDUCED DESIRE TO MANAGE REGIONAL SOURCING OFFICES REDUCED CAPABILITY TO MANAGE NON- CORE CATEGORIES 22/ *Customer list is indicative only INVESTOR MEET 2025
Slide 24: UK & EU: Market Environment
4 PDS LIMITED UK & EU: Market Environment SOURCING AS A SERVICE COST CUTTING, for Brands/Retailers INCLUDING DESIGN REDUCED DESIRE TO CATEGORY MANAGEMENT MANAGE REGIONAL (e.g. General Merch, Beauty, Kidswear) SOURCING OFFICES ATTRACTING TOP TALENT REDUCED CAPABILITY Retailer leaders servicing the Cu
Slide 25: US
US 15% of PDS INVESTOR MEET 2025 Includes Canada
Slide 26: US: Market Environment
4 PDS LIMITED US: Market Environment BRAND/RETAILER OWN OFFICES SLIMMING DOWN IP COMPANIES ACQUIRING BRANDS TARIFF TURMOIL RETAILER BANKRUPTCIES 25/ *Customer list is indicative only INVESTOR MEET 2025
Slide 27: US: Opportunities
4 PDS LIMITED US: Opportunities Projected growth of XX% in the next two years SOURCING AS A SERVICE BRAND/RETAILER OWN OFFICES SLIMMING DOWN FAST PRODUCTION (e.g. Fashion Nova partnership) IP COMPANIES ACQUIRING BRANDS NEARSHORING VIA MEXICO & CA + EGYPT DUTY BENEFIT TARIFF TURMOIL INVESTMENT IN DES
Slide 28: PDS at Global Industry Conferences
4 PDS LIMITED PDS at Global Industry Conferences Bharat Tex: Delhi, February 2025 AAFA Executive Summit: Washington DC, March 2025 27/ INVESTOR MEET 2025
Slide 29: PDS at Global Industry Conferences
4 PDS LIMITED PDS at Global Industry Conferences Best of Bangladesh: Amsterdam, April 2025 World Retail Congress: London, May 2025 28/ INVESTOR MEET 2025
Slide 30: PDS at Global Industry Conferences
4 PDS LIMITED PDS at Global Industry Conferences Global Fashion Summit: Copenhagen, June 2025 29/ INVESTOR MEET 2025
Slide 31: Financial Performance, Capital Allocation, and Sustainable Growth
Financial Performance, Capital Allocation, and Sustainable Growth – Rahul Ahuja, Group CFO BOARD PRESENTATION | Q4 and FY25
Slide 32: Overview of Operating & Financial performance (1/2)
PDS LIMITED An Overview of Operating & Financial performance (1/2) Revenue (₹ Cr | $ Mn) Gross Margin (%) Doubled in last 5 years ↑ 3.6% CAGR: 19% 20.4% 20.1% ₹ 12,578 ₹ 10,577 16.5% 16.2% 16.7% ₹ 10,373 ₹ 8,828 ₹ 6,213 $837 $1,185 $1,316 $1,253 $1,488 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY
Slide 33: Overview of Operating & Financial performance (2/2)
PDS LIMITED An Overview of Operating & Financial performance (2/2) Net Working Capital Days Net Debt / EBITDA (x) Optimization phase Growth phase Optimization phase Growth phase 17 0.82x 0.66x 7 0.26x 5 (2) -0.13x (3) -0.28x FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 ROCE ROE Optimization pha
Slide 34: PDS Highlights – Year in Review
PDS LIMITED PDS Highlights – Year in Review Consistent Growth: Strong YoY growth in Revenue 21% Y-o-Y driven by customer diversification and agile sourcing Robust Order Book: Healthy forward visibility with repeat orders and early seasonal locking as of early April order book stood strong at +$600 m
Slide 35: Strategic Priorities to Drive Profitability
PDS LIMITED Robust Growth Journey: Time to Refocus on Profitability Strategic Priorities Identified to Drive Profitability Recalibration Reorganise of New Existing Verticals Verticals Restrategise Driving Capital New Lobster Allocation and Resource Optimization 34/ INVESTOR MEET 2025
Slide 36: Recalibration of New Verticals
1Recalibration of New Verticals PDS LIMITED ₹ IN CRS, UNLESS MENTIONED OTHERWISE Across teams, budgets, and leadership to restore profitability Full Year GROWTH PARTICULARS (₹ IN CR, UNLESS MENTIONED OTHERWISE) FY 25 FY 24 (Y-O-Y) Total Revenue 12,578.0 10,372.6 21% Revenue from New Verticals 665.7
Slide 37: Reorganize Existing Verticals
2Reorganize Existing Verticals PDS LIMITED Focused on profitability through structural efficiencies and operational discipline $ IN MN, UNLESS MENTIONED OTHERWISE Top 10 Verticals Revenue PBT 1,116 59 13% 11% Key Action Areas 988 1. Drive operating efficiency, cost 53 optimization leading to profita
Slide 38: Restrategize New Lobster
3Restrategize New Lobster PDS LIMITED $ IN MN, UNLESS MENTIONED OTHERWISE Pivoting strategy to improve margins and market fit Financial Performance Revenue PAT 63 Key Action Areas 61 1. Invested $18mn – now need to 2.5 squeeze profitability 2. Strategy & Business Plan being tracked -1.6 FY24 FY25 3.
Slide 39: Driving Capital Allocation and Resource Optimization
4Driving Capital Allocation and Resource Optimization PDS LIMITED Sharpening focus on cash efficiency, cost discipline, and prudent investment ₹ IN CRS, UNLESS MENTIONED OTHERWISE Net Working Capital Operating Cash Flow Optimization phase Growth phase Optimization phase Growth phase 836 510 502 379
Slide 40: Cost optimization across three key verticals
4Cost optimization across three key verticals PDS LIMITED Significant value unlock potential as of Month 5 in a 10 Month program Three identified Verticals 100% 44% 5% 1.5% Total baseline Evaluated out of Saving Identified out Under Execution across the three verticals the Total baseline of Total Ba
Slide 41: Expecting Short-Term Softness, Long-Term Fundamentals Intact
PDS LIMITED Expecting Short-Term Softness, Long-Term Fundamentals Intact 1. FY26 revenue growth & profitability expected to be in mid-teens 2. Q1 FY26 profitability expected to be soft a. Cyclical nature of the business b. Impact of two Eid holidays occurring during the quarter impacting business c.
Slide 42: Rajnish Kapoor – Krayons
A Part of Rajnish Kapoor BOARD PRESENTATION | Q4 and FY25
Slide 43: Design-led Sourcing To World's Leading Retailers And Brands
PDS LIMITED Design-led Sourcing To World’s Leading Retailers And Brands $100 Mn+ Revenue • Bottom Line Driven – 7%+ PBT Benchmark 150+ • Compliant & Transparent Supply Chain Employees • Design-led, quality assured & market- ready 4 Countries Offices in BD, IND, MEX & BRZL 42/ INVESTOR MEET 2025
Slide 44: Organization Structure
PDS LIMITED Organization Structure Rajnish Kapoor (Director) KRAYONS SKOPE APPARELS SOURCING Sourcing Marketing Sourcing Verticals Verticals Verticals • Bangladesh (2) • India • Bangladesh (2) • India (1) • Mexico • Brazil Design, Product Development & Quality Assurance 43/ INVESTOR MEET 2025
Slide 45: Our Customer Footprint
PDS LIMITED Our Customer Footprint Netherlands Canada Spain USA UAE Mexico India Brazil Chile Australia South Africa 44/ INVESTOR MEET 2025
Slide 46: Our Global Presence - By Regions
PDS LIMITED Our Global Presence - By Regions LATAM GCC 5% 8% EU 7% S Africa 8% USA 65% India 7% 45/ INVESTOR MEET 2025
Slide 47: Our Strategic Customers
PDS LIMITED Our Strategic Customers 46/ INVESTOR MEET 2025
Slide 48: Our Product Categories (1/2)
PDS LIMITED Our Product Categories (1/2) Menswear Womenswear Sweatshirt & T-Shirt Shirt T-Shirt Top & Blouse Dress Jacket Bottom Denim Swimwear Bottom Denim Nightwear 47/ INVESTOR MEET 2025
Slide 49: Our Product Categories (2/2)
PDS LIMITED Our Product Categories (2/2) Kidswear Home Sweatshirt & T-Shirt Shirt Bedding Cushions Throws Jacket Dress Bottom Infant Bathmats Towels Kitchen & Table Linens 48/ INVESTOR MEET 2025
Slide 50: Brand Licensing
PDS LIMITED Brand Licensing 49/ INVESTOR MEET 2025
Slide 51: Growth Trajectory – 5 Year Roadmap - 3x Growth
PDS LIMITED Growth Trajectory – 5 Year Roadmap - 3x Growth Grown 5x in last 5 years. Plan to do 3x over next 5 years 300 250 Year Topline 200 2010 Initiated 2015 $20M 150 2020 $50M 100 2025 $110M 50 2030 $300M 0 2010 2015 2020 2025 2030 50/ INVESTOR MEET 2025
Slide 52: 5 Year Roadmap - 3x Growth $300M FY30
PDS LIMITED 5 Year Roadmap - 3x Growth M&A • Licenses $300 M • Luxury FY30 • Uniforms Segments • Leather • Home Furnishings • Accessories Products D2C • Relaunching our digital brand - KULT PDS Synergy • Sourcing – Sri Lanka, Middle East, Africa • Speed to Market • Digitization of Supply Chain (WEAV
Slide 53: Our Competitive Advantage
PDS LIMITED Our Competitive Advantage Sourcing Design Low Cost + Agile Logistics Quality Control Entrepreneurship HIGH PERFORMANCE Profit Sharing CULTURE 52/ INVESTOR MEET 2025
Slide 54: Steve Goodwin – New Lobster
Steve Goodwin BOARD PRESENTATION | Q4 and FY25
Slide 55: Genesis of New Lobster: A Strategic Bet on Emerging Opportunity
PDS LIMITED Genesis of New Lobster: A Strategic Bet on Emerging Opportunity Jan 2023 Mar 2023 Jun 2023 Jun 2023 OSL sign NA Retail & PDS Sign Binding Terms AARC Sign UK/EU Retail PDS Sign License Wholesale Agreement Agreement Agreement 1. Canadian based store 1. Team was identified to 1. AARC (a Dut
Slide 56: Our Role and Revenue Model in New Lobster
PDS LIMITED Our Role and Revenue Model in New Lobster Agency commission model from Retail store partners Wholesale business capturing topline and gross margins 55/ INVESTOR MEET 2025
Slide 57: Post Acquisition Year 1 Journey (1/2)
PDS LIMITED Post Acquisition Year 1 Journey: (Jun 2023- Mar 2024) (1/2) June 2023 onwards 1. Order book for retail Q3 and Q4 seasons placed and booked with manufacturers prior to June 2023 2. Purchase orders placed by NODL and payments expected to be made by NODL to the factories 3. OSL and NLL woul
Slide 58: Post Acquisition Year 1 Journey (2/2)
PDS LIMITED Post Acquisition Year 1 Journey: (Jun 2023- Mar 2024) (2/2) January 2024 1. AARC default on ABG payments and are removed as licence partner 2. Independent CEO is appointed by ABG 3. All partners report decline in sales AW23 due to serious delivery delays caused by NODL none payment 4. Ne
Slide 59: Year 2 Journey: Damage Control Mode
PDS LIMITED Year 2 Journey (Apr 2024 – Mar 2025): Damage Control Mode 1. Rescue AW24 product for wholesale and franchise a. Save as many manufacturer relationships as possible b. Work with manufacturers and TK Maxx to clear excess inventory at manufacturers caused by administrations 2. No new retail
Slide 60: Year 2 Journey: Turn Around
PDS LIMITED Year 2 Journey (April 2024 – March 2025): Turn Around August 2024 1. No retail operator is found for the UK/EU - all physical stores close 2. Massive detrimental effect on AW24 UK Wholesale business 3. ABG announce United Legwear (ULW) as Licence partner for USA retail and wholesale mens
Slide 61: Where are we now?
PDS LIMITED Where are we now? Green Shoots 1. NEXT, JLP, Al Futtaim (Middle East) South Africa and Bloomingdales showing good sales at full price 2. Ted Baker brand appears to have survived the administrations from an end customer prospective and still remains desirable 3. In place a completely new
Slide 62: Financials at a Glance
PDS LIMITED Financials at a Glance $ IN MN, UNLESS MENTIONED OTHERWISE REVENUE EBITDA 70+ 88 4.0 63 61 -1.6 FY24 FY25 FY26(B) FY24 FY25 OPEX PAT 18.6% 21 20 2.5 0.9 -1.6 FY24 FY25 FY24 FY25 FY26(B) 61/ INVESTOR MEET 2025
Slide 63: Our Focus This Year
PDS LIMITED Our Focus This Year 1. This year is a business reset 2. Focus on re establishing brand loyalty and trust with the end consumer. 3. Rebuilding relationships with key accounts and distribution partners 4. Work closely with our franchise partners to ensure we still understand their Regional
Slide 64: Eric Leddel – Home Division
Home Division of Eric Leddel BOARD PRESENTATION | Q4 and FY25
Slide 65: Investor Meet 2025
PDS LIMITED 64/ INVESTOR MEET 2025
Slide 66: Investor Meet 2025
PDS LIMITED 65/ INVESTOR MEET 2025
Slide 67: Investor Meet 2025
PDS LIMITED 66/ INVESTOR MEET 2025
Slide 68: A home division of
PDS LIMITED A home division of 67/ INVESTOR MEET 2025
Slide 69: Investor Meet 2025
PDS LIMITED 68/ INVESTOR MEET 2025
Slide 70: Rise & Shine – 8am
PDS LIMITED 8am -Rise & Shine - Ceramic bathroom accessories Towels Robe Bathmat Storage Laundry basket Skin & Body Care 69/ INVESTOR MEET 2025
Slide 71: Breakfast is served – 9am
PDS LIMITED 9am -Breakfast is served - Tea & Coffee Pot Teacups &Mugs Ceramic breakfast sets Cutlery Juice jugs & Glass wear Egg Cup Butterdishes Napkins Tea towel Aprons 70/ INVESTOR MEET 2025
Slide 72: Time for a walk – 10am
PDS LIMITED 10am -Time for a walk - Dog Bed Blanket Carry Bag Lead & Harness Ceramic bowls Dog Coats Portable Drink Flask 71/ INVESTOR MEET 2025
Slide 73: Gardening Galore – 11am
PDS LIMITED 11am – Gardening Galore -- Gardening tools Outdoor Plant pots Ceramics & Rattan Gardening bag Tools 72/ INVESTOR MEET 2025
Slide 74: Lazy Lunch – 1pm
PDS LIMITED 1pm - Lazy Lunch - Table wear & Glass wear Cutlery & Plates Serving Bowls & Utensils Napkins & Tea Towels Placemats Condiments Storage 73/ INVESTOR MEET 2025
Slide 75: Coffee & Chill – 2pm
PDS LIMITED 2pm - Coffee & Chill - Tea Pots Ceramics Storage Tableware Throws Cushions 74/ INVESTOR MEET 2025
Slide 76: Gin O'Clock – 6pm
PDS LIMITED 6pm - Gin O’Clock - Serve wear Coasters Napkins Barware Nibble Servers Wine Decanter 75/ INVESTOR MEET 2025
Slide 77: Time for me – 9pm
PDS LIMITED 9pm - Time for me - Candles Throws & cushions Table trays & ornaments Home scents 76/ INVESTOR MEET 2025
Slide 78: Core Competency
PDS LIMITED Core Competency Sourcing full private label brand { } assortments from trend and design to manufacture as a sourcing partner or strategic supplier across multiple production countries 77/ INVESTOR MEET 2025
Slide 79: Global Team Leads
PDS LIMITED Global Team Leads 60 TEAM MEMBERS Eric Leddel Iffat Khan • China/Hong Kong CEO Creative Director • India Hong Kong USA • Vietnam • Bangladesh • USA • UK • Turkey Emily Tam VP of Global Sourcing Hong Kong G LO B A L O F F I C E S • Hong Kong (PDS) • Shenzhen, China Emily Sin Ashish Bajpai
Slide 80: Core Services
PDS LIMITED Core Services Trend Forecasting Private Label Product Development Sourcing & Production Compliance Assurance (Quality & Ethical) Visual Merchandising & White Space Provide flexible supply chain models 79/ INVESTOR MEET 2025
Slide 81: Sourcing Networks
PDS LIMITED Sourcing Networks SOURCING FROM WORLD C L A S S FA C T O R I E S A C R O S S EUROPE & ASIA 3 5 0 FA C T O R Y NETWORK • China • India • Vietnam PORTUGAL CHINA S E CO N DA RY TÜRKIYE PRODUCTION TAIWAN MARKETS VIETNAM INDIA • Türkiye • Taiwan INDONESIA • Portugal • Indonesia • Malaysia • C
Slide 82: Categories we source
PDS LIMITED Categories we source HOME DÉCOR OUTDOOR SEASONAL HOME TEXTILES Candles & Accessories Garden Tools & Accessories Ornaments & lights Bedding, Bath & Rugs Home Accessories & Floral Décor Christmas Décor Kitchen Tabletop & Wall Décor Furniture Kids & Nursery Halloween & Harvest Photo Frames
Slide 83: Our Development Process
PDS LIMITED Our Development Process 1 . 2 . 3 . 4 . 5 . WHI T E S PAC E TREND PRODUCT PRODUCT QUALITY AND A N A LY S I S DEVELOPMENT DEVELOPMENT SOURCING COMPLIANCE 82/ INVESTOR MEET 2025
Slide 84: Natural Fibers Fashion Storage – White Space analysis
PDS LIMITED Natural Fibers Fashion Storage– White Space analysis Custromer X opportunity opportunity opportunity opportunity 83/ INVESTOR MEET 2025
Slide 85: Fashion Storage – Solutions
PDS LIMITED Fashion Storage – Solutions 84/ INVESTOR MEET 2025
Slide 86: Pillows and Throws – White Space analysis
Pillows and Throws – White Space analysis PDS LIMITED Customer X Pillows OPPORTUNITY Specialty Throws OPPORTUNITY Combos 2 packs Opportunities: • Strong product representation • Perceived value 85/ • unique techniques and features that both value & • Sustainable fabrication • First to market product
Slide 87: Investor Meet 2025
PDS LIMITED 86/ INVESTOR MEET 2025
Slide 88: Pillows/Throws/Quilts; Kitchen & Table Textiles
PDS LIMITED Pillows/Throws/Quilts Kitchen & Table Textiles • Waffle weave • Color blocked woven pillow /matching throw • Matelassé body w/ scalloped edge • Chunky & tight embroidery • Chunky Crewel embroidery, light & delicate • Double washed for softness embroidery • Linen like w/ eyelash border •
Slide 89: Investor Meet 2025
PDS LIMITED 88/ INVESTOR MEET 2025
Slide 90: Investor Meet 2025
PDS LIMITED 89/ INVESTOR MEET 2025
Slide 91: Investor Meet 2025
PDS LIMITED 90/ INVESTOR MEET 2025
Slide 92: Investor Meet 2025
PDS LIMITED 91/ INVESTOR MEET 2025
Slide 93: Investor Meet 2025
PDS LIMITED 92/ INVESTOR MEET 2025
Slide 94: Investor Meet 2025
PDS LIMITED 93/ INVESTOR MEET 2025
Slide 95: Key & Developing customers
PDS LIMITED Key & Developing customers #1 Global Retailer $125B USD in Revenue in 2025 for GM in US alone Largest Arts & Craft retailer in NA $560M USD in Revenue 1,300 stores across 49 states JOANN & Party City Chapter 11 #1 Global Off Price Retailer $16B Revenue in 2025 $60B USD Revenue 1,174 stor
Slide 96: CASA Financial Highlights
PDS LIMITED CASA Financial Highlights $ IN MN, UNLESS MENTIONED OTHERWISE GMV ($mn) 15x 272 260 159 17 0 0.3 FY21 FY22 FY23 FY24 FY25 FY26 (B) 18.6% 14.8% 5.1% -4.6% 95/ INVESTOR MEET 2025
Slide 97: CASA Financial Highlights
PDS LIMITED CASA Financial Highlights $ IN MN, UNLESS MENTIONED OTHERWISE PBT ($mn | % margin) Achieved Profitability Cumulative Breakeven 1.9 1.5 COVID Recovery 18.6% 14.8% 0.4 5.1% -4.6% -0.4 -0.9 -1.9 FY21 FY22 FY23 FY24 FY25 FY26 (B) 96/ INVESTOR MEET 2025
Slide 98: CASA 3YP Plan
PDS LIMITED CASA 3YP Plan • Sourcing as a Service { } • USA Market • Online, Marketplace & Social E-commerce • Category Expansion • Leveraging Management team 97/ INVESTOR MEET 2025
Slide 99: Thank You
C O N TA C T U S THANK YOU PDS LIMITED Unit No.971, Solitaire Corporate Park, Andheri-Ghatkopar Link Road, Andheri (E), Mumbai-400093, Maharashtra, India CIN: L18101KA2011PLC094125 Tel.: +91-22-41 441 100 Email: investors@pdsltd.com INVESTOR MEET 2025
Slide 100: Safe Harbour
PDS LIMITED Safe Harbour The Presentation is to provide the general background information about the Company’s activities as at the date of the Presentation. The information contained herein is for general information purposes only and based on estimates and should not be considered as a recommendat