PDS Limited

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00 051 Scrip Symbol: PDSL Corporate Relationship Department BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 Scrip Code: 538730 Re: ISIN - INE111Q01021 Sub: Investor's Presen

83%

g at Sainsbury’s for 24 years. I n v e s t o r M e e t 2 0 2 5 13 2 WORKING CAPITAL & BANKING +83% Working Capital Limit Growth January 2021 – March 2025 Working Capital Limit Diversification In t

5Billion

ompliance, Currency, Cost Management, no Customer Dependency, no Inventory risk) TARGET 5 Years $5Billion GMV 5% PAT I n v e s t o r M e e t 2 0 2 5 18 3 KEY OPPORTUNITES Sourcing office management N

5%

urrency, Cost Management, no Customer Dependency, no Inventory risk) TARGET 5 Years $5Billion GMV 5% PAT I n v e s t o r M e e t 2 0 2 5 18 3 KEY OPPORTUNITES Sourcing office management New sour

20%

for future investments in New Businesses • Financial Guardrails: • Group Level: restricted to 15-20% of profits after tax and minority payout • Investments by existing verticals: only after 3% PAT &

3%

to 15-20% of profits after tax and minority payout • Investments by existing verticals: only after 3% PAT & free cashflow within business • Process Guardrails: • All new investments to be decided by

75%

ility, ROCE and Working Capital management • Protective measures for non- performance (less than 75% budget achievement): o BH to fund their share of loss o BH to take salary cuts to affordable l

₹30

rocesses 2. Opex optimization: a. Manpower, product development, travel 3. Outlook a. $3.5mn (₹30cr) savings potential in FY26 & $7mn (₹ 60cr) thereafter in FY27 I n v e s t o r M e e t 2 0 2 5

₹ 60

ower, product development, travel 3. Outlook a. $3.5mn (₹30cr) savings potential in FY26 & $7mn (₹ 60cr) thereafter in FY27 I n v e s t o r M e e t 2 0 2 5 26 4 6 C’s & I: Risk Management Framewor

RS 2025

ian Hopkins CBE CEO of PDS Subsidiaries The Brand Group & Radius Brands, was an Honorary guest at TRS 2025. I n v e s t o r M e e t 2 0 2 5 30 PDS on the World Stage BHARAT TEX Delhi, India February 2025

“$3.5mn (₹30cr) savings potential in FY26 & $7mn (₹ 60cr) thereafter in FY27 I n v e s t o r M e e t 2 0 2 5 26 4 6 C’s & I: Risk Management Framework Robust Risk Management Framework put in place to de-risk the business.”

Retailer ends up with

1

Fast production model with

1

Long term collaboration with

1

Decision Making Factors

1

Evaluation Criteria

1

Key initiatives

1

Retailer ends up with

New business models New categories New geographies Supported by the Group’s Banking strength, Compliance, IT, HR and Risk Management. I n v e s t o r M e e t 2 0 2 5 15 2 CUSTOMER INTERACTION Design-led sourcing relationship started with: Multi-brand & multi-country sourcing relationship with: Expanding our Homeware sourcing with:

Fast production model with

Category management on all baby & childrenswear with: Strategic sourcing partnership initiated in India with:

Long term collaboration with

Talent-led homeware collection launch with Kelly Hoppen and: I n v e s t o r M e e t 2 0 2 5 16 FUTURE FOCUS I n v e s t o r M e e t 2 0 2 5 3 555 STRATEGY • No growth for growth’s sake • Work with on AAA credit worthy customers • Focus on high ROCE opportunities • No compromise on 6C & I principles (Compliant Capacity, Credit, Compliance, Currency, Cost Management, no Customer Dependency, no Inventory risk) TARGET 5 Years $5Billion GMV 5% PAT I n v e s t o r M e e t 2 0 2 5 18 3 KEY OPPORTUNITES Sourcing office management New sourcing Countries New Categories Speed and Fast production models I n v e s t o r M e e t 2 0 2 5 19 3 HOW PDS IS ADAPTING 1) Startup Mentality: PDS has a 25-year-old start up mentality 2) Evolving from a product to a solutions company 3) \ 4) Focus on remaining asset light to drive agility Strategic manufacturing investments 5) PDS Ventures investing in innovation (Material science/Circularity solutions and Fashion tech solutions) I n v e s t o r M e e t 2 0 2

Decision Making Factors

• Committed anchor customer from to establish initial growth • Established industry leader with sourcing expertise and customer network Approach: Deploying QIP fund to acquire established, running profitable businesses and integrate them into PDS's platform services and networks for accelerated growth.

Evaluation Criteria

• Replacement value is high if we start from scratch • Acquisition at attractive and low valuation. • Provide access to new geographies and established and credit worthy customer base. • Offer a differentiated business model or a category expansion opportunity I n v e s t o r M e e t 2 0 2 5 23 4 INVESTMENT POLICY Creating guardrails for future investments in New Businesses • Financial Guardrails: • Group Level: restricted to 15-20% of profits after tax and minority payout • Investments by existing verticals: only after 3% PAT & free cashflow within business • Process Guardrails: • All new investments to be decided by an IC committee comprising of EVC and CEO office, decisions to be based on alignment with Group’s strategic goals • Any acquisitions from QIP fund to be decided by the QIP Fund Management committee • Monitoring Process: • Subsidiary SPOC’s (Single Point of Contact) from Strategy and Growth team are allocated, to work with business heads and operational CFO’s, with the pur

Key initiatives

1. COGS a. Supplier consolidation & negotiation b. Transparent bidding for core fabrics and trims - Implementing e-Auction c. Curating Operating Manuals for transparent Bidding Process d. Establishing Pricing and Costing Review processes 2. Opex optimization: a. Manpower, product development, travel 3. Outlook a. $3.5mn (₹30cr) savings potential in FY26 & $7mn (₹ 60cr) thereafter in FY27 I n v e s t o r M e e t 2 0 2 5 26 4 6 C’s & I: Risk Management Framework Robust Risk Management Framework put in place to de-risk the business. Credit Customer and supplier pre- onboarding checks with strict receivables and payables monitoring. Cost Financial controllers drive global practices to cut costs and boost savings. Customer Dependency Ensuring diversification on a customer level – mitigating single dependency at Group and Subsidiary level. 06 05 01 04 Compliance PDS Code of Conduct, Zero Tolerance Violation Policy, and customer compliance requirements. Currency Primarily dollar-denominated w