PDS Ltd

The key equity barometers continued to trade with significant losses in the morning trade as investor sentiment remain wary of escalating geopolitical tensions following the US-Iran conflict. Fears of higher crude oil prices and mounting inflationary pressures dampened sentiment, pushing the Nifty below the 24,100 level. Market participants will closely monitor further developments in the US-Iran conflict, movements in crude oil prices, the ongoing Q1 earnings season and corporate business updates, as well as the progress of the southwest monsoon for cues on market direction. Auto shares witnessed profit booking after advancing in the past two trading sessions. At 10:25 IST, the barometer index, the S&P BSE Sensex declined 521.65 points or 0.67% to 77,094.75. The Nifty 50 index fell 140.25 points or 0.57% to 24,071.25. In the broader market, the BSE 150 MidCap Index fell 0.76% and the BSE 250 SmallCap Index declined 1.05%. The market breadth was weak. On the BSE, 1,373 shares rose and 2,282 shares fell. A total of 214 shares were unchanged. In the commodities market, Brent crude for September 2026 settlement jumped $1.69 or 2.03% to $84.99 a barrel. Economy: India's retail inflation breached the Reserve Bank's target for the first time in 17 months, government data showed on Monday, setting the stage for interest rate hikes in an economy at risk from a prolonged West Asia conflict. The consumer price index rose to 4.38% year-over-year in June, up from 3.93% figure that was recorded in May. Inflation was led by higher fuel and food costs, which rose amid Iran war-driven supply disruptions and a delay in seasonal rains. The year-on-year inflation rate based on the All India Consumer Food Price Index (CFPI) for the month of June was 5.32%, India's Ministry of Statistics and Program Implementation said in a Monday release. Transport inflation rose 4.3% in June, quicker than the 1.75% rise in May. Result Today: LT Technology Services(up 0.25%), Tata Elxsi(down 1.21%), Jindal Saw(down 0.54%), SG Finserve(up 0.87%), Anand Rathi Share & Stock Brokers (down 0.85%), Den Networks(up 1.06%), Benares Hotels(down 0.31%), Aditya Birla Money(up 0.22%), Dhampur Bio Organics (down 2%) will announce their quarterly earnings today. Buzzing Index: The Nifty Auto index declined 1.56% to 26,559.95. The index jumped 1.14% in the past two trading sessions. Ashok Leyland (down 3.15%), Tube Investments of India (down 2.9%), Mahindra & Mahindra (down 2.27%), Bajaj Auto (down 2.14%) and TVS Motor Company (down 1.88%), Uno Minda (down 1.81%), Tata Motors Passenger Vehicles (down 1.77%), Samvardhana Motherson International (down 1.44%), Bharat Forge (down 1.34%) and Eicher Motors (down 1.11%) declined. Stock in Spotlight: PDS surged 13.14% after the company has signed a multi-year sourcing partnership with a French retailer to manage more than $250 million in annual apparel free-on-board (FOB) sourcing volume, effective November 1. Khaitan Chemicals & Fertilizers fell 2.28% after the company reported a 49.04% year-on-year decline in standalone net profit to Rs 10.91 crore for Q1 FY27, compared with Rs 21.41 crore in the year-ago period. Revenue from operations declined 6.09% YoY to Rs 220.03 crore during the quarter.Powered by Capital Market - Live

PDS announced that the 15th Annual General Meeting(AGM) of the company will be held on 31 July 2026.

PDS announced that the Board of Directors of the Company at its meeting held on 15 May 2026, inter alia, have recommended the final dividend of Rs 1.65 per equity Share (i.e. 82.5%) , subject to the approval of the shareholders.

Net profit of PDS rose 21.71% to Rs 49.05 crore in the quarter ended March 2026 as against Rs 40.30 crore during the previous quarter ended March 2025. Sales declined 0.19% to Rs 3519.03 crore in the quarter ended March 2026 as against Rs 3525.77 crore during the previous quarter ended March 2025. For the full year,net profit declined 28.81% to Rs 111.69 crore in the year ended March 2026 as against Rs 156.89 crore during the previous year ended March 2025. Sales rose 4.23% to Rs 13110.08 crore in the year ended March 2026 as against Rs 12577.99 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales3519.033525.77 0 13110.0812577.99 4 OPM %3.423.95 -2.923.63 - PBDT114.58119.62 -4 336.35379.23 -11 PBT78.3184.10 -7 205.45268.49 -23 NP49.0540.30 22 111.69156.89 -29 Powered by Capital Market - Live

PDS will hold a meeting of the Board of Directors of the Company on 15 May 2026.

The global fashion infrastructure platform has entered a Sourcing-as-a-Service (SaaS) contract to provide end-to-end sourcing support leveraging its network across vendor management, compliance, and supply chain execution. The US retailer operates across urban and rural markets, offering a broad range of everyday essentials, apparel, home products, and seasonal merchandise at value price points, serving a wide consumer base nationwide. Under the agreement, the engagement, expected to generate sourcing volumes of Rs 450 crore initially, will be executed through PDS' subsidiary GSCL, led by Michael Yee, who joined the platform over the past year to scale US operations and deepen strategic relationships. Pallak Seth, Executive Vice Chairman, said: In an environment marked by macroeconomic uncertainty and evolving consumer demand, securing this partnership reflects the resilience of the PDS platform and the strength of our global ecosystem. Our widespread sourcing network, deep relationships, and ability to deliver agile solutions continue to position us as a partner of choice for leading global retailers. Sanjay Jain, Group CEO, added: Our continued investments in cost transformation, digital capabilities, and AI-led initiatives have strengthened our sourcing platform and enhanced our value proposition. This partnership is a testament to the robustness of our operating model and our ability to deliver scalable, efficient, and innovative solutions. We remain confident in executing this engagement successfully while continuing to build a strong, future-ready sourcing platform. PDS is a global fashion infrastructure platform offering product development, sourcing, manufacturing, and distribution for major brands and retailers worldwide. The company's consolidated net profit declined 29.2% to Rs 19.62 crore despite a 1.5% increase in net sales to Rs 3,172.46 crore in Q3 FY26 over Q3 FY25.

PDS has entered a Sourcing as a Service (SaaS) contract with a leading US based value retailer. Under this engagement, PDS will provide support through its end-to-end sourcing capabilities, leveraging its global network across vendor management, compliance, and supply chain execution. The customer, a leading value retail chain in the United States with a strong presence across urban and rural markets, offers a wide assortment of everyday essentials including consumables, apparel, home products, and seasonal merchandise at value price points, serving a broad customer base. The contract is expected to drive sourcing volumes of approximately Rs 450 crore (~$50mn), with potential to scale up gradually. The engagement will be executed through PDS subsidiary, GSCL under the leadership of Michael Yee, who will play a key role in driving execution. Having been onboarded onto the PDS platform over the past year, Michael Yee, through GSCL, is leading PDS' efforts to scale its US business, with a focus on deepening customer engagement and strengthening PDS' strategic inroads into the US market. The onboarding of this contract represents a meaningful step in that direction, aligned with the Group's strategy of strengthening its presence in key markets through on-ground leadership and execution capabilities.

PDS has allotted 63,750 equity shares under ESOP on 10 February 2026. Consequently, the paid up equity share capital has increased to Rs 28,28,84,266 comprising of 14,14,42,133 equity shares divided into face value of Rs 2 each. Powered by Capital Market - Live

Net profit of PDS declined 29.20% to Rs 19.62 crore in the quarter ended December 2025 as against Rs 27.71 crore during the previous quarter ended December 2024. Sales rose 1.52% to Rs 3172.46 crore in the quarter ended December 2025 as against Rs 3124.88 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales3172.463124.88 2 OPM %3.403.14 - PBDT76.3777.11 -1 PBT44.3350.55 -12 NP19.6227.71 -29 Powered by Capital Market - Live

PDS will hold a meeting of the Board of Directors of the Company on 10 February 2026.Powered by Capital Market - Live