Faze Three Q1FY27 investor presentation: highest-ever June quarter revenue, margins under pressure

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF Explain this filing

FAZE3Q · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-20.1%1-day move

₹612.00

prior close

₹543.05

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.9+2.6+0.9+0.0-20.1-20.3-20.8-21.4-20.7-17.7————

Up moveDown movePending

AI summary

Q1FY27 revenue at INR 235.1 Cr was the highest-ever June quarter, up 8.92% year on year. EBIDTA fell 5% to INR 27.1 Cr with margins at 11.52% versus 13.21%, hit by input cost pressure from the West Asia crisis. PAT declined 24.5% to INR 9.6 Cr. TTM revenue reached INR 952.4 Cr, up 35.7%. Management expects FY27 revenue growth above the historical 20% CAGR with margin recovery in H2 FY27 as capex cycle concludes and operating leverage builds. PLI approval received July 2026. Strong order book for Q2 and H2 FY27.

Likely market impact

Near-term margin pressure from input costs, but management guides FY27 revenue above 20% CAGR with H2 margin recovery as capex cycle ends.