PDS Limited

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400051 Scrip Symbol: PDSL Corporate Relationship Department BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 Scrip Code: 538730 Re: ISIN - INE111Q01021 Sub: Investors Pre

₹10,101

Growth Mo men tu m and Measures Underway to Augmen t Profitab ility & Cash flow 1. Clocked GMV of ₹10,101cr for H1 FY26, registering 8% Y-o-Y growth 2. Reported topline of ₹3,419cr for Q2 FY26 reflecting

8%

derway to Augmen t Profitab ility & Cash flow 1. Clocked GMV of ₹10,101cr for H1 FY26, registering 8% Y-o-Y growth 2. Reported topline of ₹3,419cr for Q2 FY26 reflecting 14% Q-o-Q and ₹6,419cr for H1

₹3,419

flow 1. Clocked GMV of ₹10,101cr for H1 FY26, registering 8% Y-o-Y growth 2. Reported topline of ₹3,419cr for Q2 FY26 reflecting 14% Q-o-Q and ₹6,419cr for H1 FY26 growth of 8% Y-o-Y 3. PAT for the qua

14%

cr for H1 FY26, registering 8% Y-o-Y growth 2. Reported topline of ₹3,419cr for Q2 FY26 reflecting 14% Q-o-Q and ₹6,419cr for H1 FY26 growth of 8% Y-o-Y 3. PAT for the quarter stood at ₹48cr compared

₹6,419

, registering 8% Y-o-Y growth 2. Reported topline of ₹3,419cr for Q2 FY26 reflecting 14% Q-o-Q and ₹6,419cr for H1 FY26 growth of 8% Y-o-Y 3. PAT for the quarter stood at ₹48cr compared ₹20crs in Q1 FY26

₹48

reflecting 14% Q-o-Q and ₹6,419cr for H1 FY26 growth of 8% Y-o-Y 3. PAT for the quarter stood at ₹48cr compared ₹20crs in Q1 FY26 4. Order book as of early October stands at ₹5,308cr, a 15% increase

₹20

Q-o-Q and ₹6,419cr for H1 FY26 growth of 8% Y-o-Y 3. PAT for the quarter stood at ₹48cr compared ₹20crs in Q1 FY26 4. Order book as of early October stands at ₹5,308cr, a 15% increase Y-o-Y, indicat

₹5,308

the quarter stood at ₹48cr compared ₹20crs in Q1 FY26 4. Order book as of early October stands at ₹5,308cr, a 15% increase Y-o-Y, indicating steady business momentum amid global macro pressures 5. Wor

15%

stood at ₹48cr compared ₹20crs in Q1 FY26 4. Order book as of early October stands at ₹5,308cr, a 15% increase Y-o-Y, indicating steady business momentum amid global macro pressures 5. Working capi

₹593

ducing to 6 days, from 10 days in the previous quarter 6. Generated Cash flow from Operations of ₹593cr during H1 FY26 7. Despite global headwinds, the Group remains resilient, taking proactive steps

₹1.65

on change management, process adoption, and ownership across teams 9. Declared Interim dividend of ₹1.65 per share same as last year 5 / Note: Growth & margins are based on ₹ values I N V E S T O R P R

“Clocked GMV of ₹10,101cr for H1 FY26, registering 8% Y-o-Y growth 2.”

“Reported topline of ₹3,419cr for Q2 FY26 reflecting 14% Q-o-Q and ₹6,419cr for H1 FY26 growth of 8% Y-o-Y 3.”

“PAT for the quarter stood at ₹48cr compared ₹20crs in Q1 FY26 4.”

“Generated Cash flow from Operations of ₹593cr during H1 FY26 7.”

“Investment in new verticals in H1 FY26 is largely flat y-o-y 2.”

“H1 FY26 includes impact of GSCL (Michael Yee- Foundry Group) acquired in July’25 3.”

“While the business is operating on a strong orderbook drop dates are getting pushed resulting in pushing out revenue to next quarter Restructuring of business done in line with revenue mix with agency being negligible part of business 2.”

“$3.5mn (₹30cr) savings potential in FY26 & $7mn (₹60cr) thereafter in FY27 1.”

“Target to cut 50% losses in next 18 months 1.”

“While interest expenses have increased, ongoing balance sheet strengthening initiatives are expected to moderate financing costs going forward 1.”

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Key Highlights

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Financial Guardrails

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Note

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Investors Presentation for the announcement of the Financial Results for the quarter and half year ended September 30, 2025, i.e., Q2 & H1– FY2025-26 - Earnings Release Dear Sir/ Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Investors’ Presentation of PDS Limited for the announcement of the Financial Results for the quarter and half year ended on September 30, 2025, i.e., Q2 & H1 – FY2025-26- Earnings Release. We request you to kindly take the above information on record for the purpose of dissemination to the shareholders. Thanking you, Yours faithfully, for PDS Limited Abhishekh Kanoi Group Legal Head & Company Secretary ICSI Membership No.: F-9530 Encl.: As above INVESTOR PRESENTATION Q 2 a n d H 1 F Y 2 6 O C T O B E R 2 0 2 5 I N V E S T O R P R E S E N T A T I O N | Q 2 a n d H 1 F Y 2 6 P D S L I M I T E D Safe Harbour The Presentation is to provide the general background inform

Key Highlights

Sustainin g the Growth Mo men tu m and Measures Underway to Augmen t Profitab ility & Cash flow 1. Clocked GMV of ₹10,101cr for H1 FY26, registering 8% Y-o-Y growth 2. Reported topline of ₹3,419cr for Q2 FY26 reflecting 14% Q-o-Q and ₹6,419cr for H1 FY26 growth of 8% Y-o-Y 3. PAT for the quarter stood at ₹48cr compared ₹20crs in Q1 FY26 4. Order book as of early October stands at ₹5,308cr, a 15% increase Y-o-Y, indicating steady business momentum amid global macro pressures 5. Working capital optimization efforts have started to yield results, with Net Working Capital days reducing to 6 days, from 10 days in the previous quarter 6. Generated Cash flow from Operations of ₹593cr during H1 FY26 7. Despite global headwinds, the Group remains resilient, taking proactive steps to advance strategic priorities and strengthen business fundamentals 8. Driving process augmentation & cost optimization initiatives with BCG, digital transformation, SOPs, standardised MOUs, policy review; current foc

Financial Guardrails

a. Group Level: Restricted to 15-20% of profits after tax and minority payout b. Investments by existing verticals: only after 3% PAT & free cashflow within business 2. Process Guardrails: a. All new investments to be decided by an Investment Committee (I C) comprising of Executive Vice Chairman and CEO office, decisions to be based on alignment with Group’s strategic goals b. Suggestions and recommendations shall be taken from all members of the IC and final decision shall rest with the Executive Vice Chairman c. Group CEO, Group CFO & Company Secretary playing an advisory role d. Any acquisitions from QIP fund to be decided by the QIP Fund Management committee 3. Monitoring Process: a. Subsidiary SPOC’s (Single Point of Contact) from Strategy and Growth team are allocated, to work with business heads and operational CFO’s b. With the purpose of monitoring profitability and enabling growth and providing regular updates enabling timely action from the Management 1 3 / I N V E S T O R P

Note

*based on gross capital employed | Consolidated ROCE based on net capital employed PDS Consolidated numbers above are post eliminations | Growth and Margins are based on ₹ figures. Regrouping capital employed between sourcing and manufacturing hence not comparable with prior periods 2 2 / 17% $54 (₹482) PDS INVESTMENT PORTFOLIO 6% $19 ( ₹ 1 6 8 ) 3% $8 ( ₹72) TREASURY INVESTMENTS (35%) REAL ESTATE & OTHERS(1) (15%) 9% $27 ( ₹ 2 4 2 ) PDS VENTURES (50%) Note: (1) Excludes HK real estate property used for operating purposes at a book value of $3mn (₹26cr) and recently acquired UK property book value of $21mn (₹176cr) which is intended for operating purposes I N V E S T O R P R E S E N T A T I O N | Q 2 a n d H 1 F Y 2 6 P D S L I M I T E D Balance Sheet (CONSOLIDATED IN ₹ CRS) 1 . D e b t i n S e p t e m b e r ‘ 2 5 i n c l u d e s b o r r o w i n g p e r t a i n i n g t o 2 . K n i t G a l l e r y ~ ₹ 9 6 c r s I n v e n t o r y i n c r e a s e a t t r i b u t a b l e t o D D P b u s i