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

₹19,666

2025-26 Driving Growth, Efficiency, and Strategic Resilience through a tough year 1. GMV scaled to ₹19,666 Cr in FY26 (+5% YoY) with Order Book strengthening to ~₹5,074 Cr (+11%) as of early Apr’26; moment

5%

h, Efficiency, and Strategic Resilience through a tough year 1. GMV scaled to ₹19,666 Cr in FY26 (+5% YoY) with Order Book strengthening to ~₹5,074 Cr (+11%) as of early Apr’26; momentum building in

₹5,074

rough a tough year 1. GMV scaled to ₹19,666 Cr in FY26 (+5% YoY) with Order Book strengthening to ~₹5,074 Cr (+11%) as of early Apr’26; momentum building in higher-value Sourcing-as-a-Service engagements

11%

h year 1. GMV scaled to ₹19,666 Cr in FY26 (+5% YoY) with Order Book strengthening to ~₹5,074 Cr (+11%) as of early Apr’26; momentum building in higher-value Sourcing-as-a-Service engagements in North

4%

mentum building in higher-value Sourcing-as-a-Service engagements in North America 2. Revenue grew 4% YoY to ₹13,110 Cr, reflecting resilient customer retention, diversified sourcing capabilities and

₹13,110

lding in higher-value Sourcing-as-a-Service engagements in North America 2. Revenue grew 4% YoY to ₹13,110 Cr, reflecting resilient customer retention, diversified sourcing capabilities and continued marke

20.6%

ed market share consolidation despite muted industry demand 3. Gross Margins remained resilient at 20.6%, supported by strategic customer retention and disciplined execution amid a challenging global pr

₹105

hter working capital management and improved operating discipline 5. Net debt reduced sharply to ₹105 Cr (vs ₹374 Cr in FY25), reflecting stronger cash generation, disciplined capital allocation and a

₹374

capital management and improved operating discipline 5. Net debt reduced sharply to ₹105 Cr (vs ₹374 Cr in FY25), reflecting stronger cash generation, disciplined capital allocation and a significant

27%

nce sheet 6. 7. Investment discipline strengthened, with investments in new verticals reduced by 27% YoY, supported by tighter governance and sharper capital allocation frameworks. Investment in cape

56%

ed by tighter governance and sharper capital allocation frameworks. Investment in capex reduced by 56% in FY26 Structural trade tailwinds emerging, with India–EU and UK FTAs expected to enhance sourcin

“GMV scaled to ₹19,666 Cr in FY26 (+5% YoY) with Order Book strengthening to ~₹5,074 Cr (+11%) as of early Apr’26; momentum building in higher-value Sourcing-as-a-Service engagements in North America 2.”

“Working capital cycle improved materially to 4 days (vs 17 days in FY25), driven by tighter working capital management and improved operating discipline 5.”

“Net debt reduced sharply to ₹105 Cr (vs ₹374 Cr in FY25), reflecting stronger cash generation, disciplined capital allocation and a significantly strengthened balance sheet 6.”

“Investment in capex reduced by 56% in FY26 Structural trade tailwinds emerging, with India–EU and UK FTAs expected to enhance sourcing competitiveness, supply chain flexibility and medium-term growth opportunities across PDS’s diversified sourcing network 8.”

“8 Transitioning from BCG’s cost transformation recommendations, Project PULSE is being scaled as a platform-wide digital backbone focused on sourcing, supplier governance and master data management, aimed at driving sustainable cost efficiencies and structurally improved margins across the platform Note: Topline Growth and margins are based on ₹ values I N V E S T O R U P D A T E | Q 4 & F Y 2 6 P D S L I M I T E D Management Commentary on Performance - Exe.”

“With a robust order book, improving trade tailwinds from the India-EU and UK FTAs, and ongoing investments in digital transformation and operational excellence, we are well positioned to enhance profitability and sustain long-term growth.” - Pallak Seth 9 I N V E S T O R U P D A T E | Q 4 & F Y 2 6 P D S L I M I T E D Management Commentary on Performance – Group CEO “FY26 tested our ability to execute under pressure — and we delivered.”

“We continued our cost transformation and profitability agenda, institutionalizing BCG-led initiatives through Project PULSE — our AI-enabled digital backbone integrating sourcing, supplier governance and master data management to drive sharper control, efficiency and margin performance across the Group.”

“We enter FY27 leaner, more disciplined, and with a clearer line of sight to sustainable margin improvement.“ - Sanjay Jain 10 I N V E S T O R U P D A T E | Q 4 & F Y 2 6 P D S L I M I T E D Performance Snapshot (Q4 FY26) G M V R E V E N U E P A T Q 4 F Y 2 6 ₹4,905 $ 537 Q 4 F Y 2 6 ₹3,519 $ 386 Q 4 V S Q 3 Q 4 V S Q 3 Q 4 F Y 2 6 ₹72 $ 8 PAT Margin 2.0% Q 4 V S Q 3 ₹ IN CR AND $ IN MN, UNLESS MENTIONED OTHERWISE P A T A T T R .”

“T O E Q U I T Y S H A R E H O L D E R S F Y 2 6 ₹112 $ 13 29% 5% Net working capital days Net Debt Cash flow from Operations ROCE (ex-new verticals) 4 days ₹105 ($11) ₹781 ($86) 25% Down from ~17 days in FY25 Down 72% from FY25 level Improved from -$3.6mn in FY25.”

“Y-o-Y increase of 15.8% was primarily attributable to incremental debt related to Knit Gallery and the UK property loan • ETR increased from 10% in FY25 to 14% in FY26 mainly due to Pillar II Impact 15 I N V E S T O R U P D A T E | Q 4 & F Y 2 6 P D S L I M I T E D Investment in New Verticals & Outlook thereof Losses Down 24% Y-o-Y ₹ IN CRS, UNLESS MENTIONED OTHERWISE S.”

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Key initiatives under Project PULSE

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Investors Presentation for the announcement of the Financial Results for the year and quarter ended March 31, 2026, i.e., Q4-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 year and quarter ended on March 31, 2026, i.e., Q4-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 Enclosed : As above INVESTOR UPDATE Q 4 & F Y 2 6 M A Y 2 0 2 6 P D S L I M I T E D Safe Harbour The Presentation is to provide the general background information about the Company’s activities as a t the date of the Presentation. The information contained herein is for g

Key initiatives under Project PULSE

i. ii. iii. Coupa e-bidding platform implemented across key verticals Enhancement of costing and pricing tools Development of centralized MDM and pricing architecture I N V E S T O R U P D A T E | Q 4 & F Y 2 6 P D S L I M I T E D Measures Undertaken for Profitability Augmentation (2/4) Sr No Measures/Initiatives Update Progress Thus Far 3 Fixing loss making verticals 1. Design Arc restructuring i. Successfully completed with closure of Design Arc Brands and Lilly & Sid ii. Design Arc Asia and Licensing business consolidated into Poeticgem to simplify structure and improve operating efficiency 2. Exited non-core / loss-making verticals including Groupo and J Craft following strategic portfolio and profitability review 3. Strategic discussions underway for exiting investment in DBS Lifestyle 4. Broader Brands portfolio under closely monitored for optimization 5. Techno Design i. Performance impacted during the year following Gerry Weber entering administration ii. Customer pipeline stre