Faze Three Limited has informed the Exchange about Investor Presentation of the Company on the Un-Audited Financial Results (Standalone & Consolidated) of the Company for the third quarter & nine months ended December 31, 2025
FAZE3Q · price
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Faze Three Limited shared Q3 and 9M FY26 results via an investor presentation. Consolidated revenue for 9M FY26 rose ~35% year-on-year to INR 652 Cr, well above the company's initial guidance of 22-25% growth. However, EBITDA margin shrank sharply to 8.44% (from 12.41% a year ago) and PAT fell to INR 14 Cr (vs INR 23 Cr), mainly due to 50% US tariffs on Indian exports that forced price cuts to support customers. Management said margins should start recovering from Q4 FY26 with full benefit of tariff relief expected from Q1 FY27, and guided for FY26 revenue growth of ~25% followed by minimum 18-20% growth in FY27. The company highlighted INR 300+ Cr invested over six years in expansion, with most plants running at only 50-60% capacity, leaving room to ride the China Plus One demand wave.
Mixed near-term: strong revenue beat shows demand resilience, but margin pressure has hit profitability in the current fiscal. Tariff relief, USA/EU/UK trade deals and improving capacity utilization should support both margin recovery and earnings growth from FY27 onwards — key positive for shareholders looking past the current tariff-hit year.