प्रसाद | Value Investing | Swing | Profile picture

Jul 9, 2021, 8 tweets

Thread on #PDSMultinational A unique platform business model in the Textile sector.

The company design, souces & finace all kinds of textiles from 540 unorganized Asian manufacturers and supply to branded players in EU-USA. That's the platform business

The company started its own manufacturing in Bangladesh, India, and Sri Lanka. Doubling their Bangladesh capacity this year. #Dixon of textile in making.

Company finance & help debottleneck their sourcing partner, thus increase efficiency and reduce cost & time

Company operates three segments: Design-Sourcing, Manufacturing & Financing

OPM has improved from 1% to 5% in the last 5 years, which suggests the company is now well established

The company reduced debt by 260 Cr in last year

Robust performance during even Covid crisis. Establishing their own brand, generated revenue of 70 Cr

Many big retailers across EU-USA like H&M are recycling used clothes. PDS is well ahead in this as well. They have acquired a company that provides Circular economy solutions

Need not write much as Investor presentation is self-explanatory. Have a look.

pdsmultinational.com/wp-content/upl…

#PDSMultinational What has changed in the last 5 years?

OPM has increased 0 to 5%

The company successfully expanding while keeping debt below 500 Cr

Revenue & profits are rising

Doubling Bangladesh capacity

Manufacturing in Bangladesh, Shri Lanka, India, Turkey, Jordan, Egypt, Vietnam

Manufacturing in Bangladesh makes them more competitive over Indian players

Inhouse manufacturing will further increase OPM

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