FAZE3QNSEFaze Three LimitedMediumNeutral
Announced Tue, 12 Aug · 21:26 IST

Faze Three Limited has informed the Exchange regarding 'Company's presentation on the Un-Audited Financial Results (Standalone & Consolidated) of the Company for the First Quarter ended June 30, 2025'.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

FAZE3Q · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Faze Three reported a strong Q1 FY26 with consolidated revenue of ~INR 215.5 Cr, up 42% YoY from ~INR 151.5 Cr. EBIDTA jumped 51% YoY to INR 28.54 Cr with margin expanding to 13.24% (from 12.46%), while PAT surged 76% to ~INR 12.8 Cr (PAT margin 5.9% vs 4.8%). Management has guided for at least 22–25% revenue growth in FY26 and FY27, expecting FY26 revenue to cross INR 855 Cr and to double revenue over the next four years. Growth is being driven by the 'China Plus One' shift in global textile sourcing, a favorable US tariff differential (30% on China vs 25% on India), and customer appetite said to be 10x the company's current business. The company has zero long-term debt since 2018, factories operating at ~50% utilization, and major capex is set to conclude in FY26, which should free up 40–45% of CFO for alternative uses going forward.

Likely market impact

A solid quarter with broad-based margin expansion and ambitious forward guidance is a clear positive for shareholders, reinforcing the growth and China Plus One thesis. With low leverage, high capacity headroom, and a strong export franchise, the company appears well-positioned to deliver above-industry growth, though US tariff outcomes and global demand remain key watchpoints.