Q1 2025 PDS Limited Earnings Call Transcript
Key Points
- PDS Ltd (BOM:538730) reported a strong start to FY25 with a 24% top-line growth.
- Gross merchandise value increased by 28% year-over-year, reaching approximately INR3,898 crores.
- Order book stands at INR4,813 crores, a 24% increase compared to the same period last year.
- Manufacturing operations achieved a 54% growth over the same period last year.
- Sales from new segments in Q1 were approximately INR93 crores, a fourfold increase from the same quarter last year.
- Employee costs and other expenses increased due to new business verticals and inclusion of businesses like Ted Baker and Gerry Weber.
- Interest costs increased sequentially despite a reduction in net debt.
- Retail operations of Ted Baker have been under turbulence, affecting overall performance.
- Investments in new verticals are expected to continue for two more quarters, impacting short-term profitability.
- The company faces challenges in optimizing its factory network and achieving cost synergies.
Ladies and gentlemen, good day, and welcome to the PDS Limited Q1 FY25 conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Diwakar Pingle from EY. Thank you, and over to you, sir.
Thank you, [Luzanne]. A warm welcome to all the participants to the PDS Limited Q1 FY25 earnings call. Investor presentation and the financial results are available on the company website and the stock exchanges.
Please note that anything said on this call, which reflects our outlook for the future or which can be construed as a forward-looking statement, must be viewed in conjunction with the rest of the company's releases. This conference call is being recorded, and the transcript, along with audio of the same, will be made available on the website of the company, as well as exchanges. Please also note that the audio of the conference call is a copyright material of PDS Limited and cannot be copied, rebroadcasted, or attributed in press or
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