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Earnings Call

Faze Three Earnings Call: Key Takeaways

Faze Three delivered record Q4FY26 revenue of ₹280 Cr and EBIDTA of ₹37 Cr. Strategy focuses on high-capacity utilization and structural tailwinds like 'China+1'.

Highlights
Revenue growthFY26 +33% YoY; Q4 +28% YoY.
MarginsEBIDTA margin rebounded to 13.25% in Q4 from 9.15% in Q3.
Order book100% order-backed manufacturing; 60-120 days turnaround.
Demand visibilityStrong: Top 15 customers have 20+ year relationships.
Management confidenceHigh: quoting 'highest-ever' quarterly figures despite headwinds.

Growth

FY26 Revenue grew 33% YoY to ₹933 Cr; EBIDTA remained flat at ₹92.3 Cr due to mid-year tariff disruptions.

Outlook

Capex cycle concluding FY27; guiding high volume growth in FY27/FY28 with ₹75 Cr annual capex planned.

Risks

US-Iran war causing 25-35% spike in input/logistics costs; past year's US trade tariff uncertainty.

Source

Earnings Call filed with BSE, NSE: FAZE3Q. Summary written with AI assistance from the document.

Read the document ↗

Faze Three Ltd: key numbers

Share price
₹434.05
Market cap
₹1,068 Cr
Revenue (annual)
₹923.1 Cr
Net profit (annual)
₹33.57 Cr
P/E (TTM)
35.1×Sector 55.7×
Promoter holding
58.01%+0.00% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:55 IST NSE
Management Change

Faze Three Management Change

Faze Three Limited has appointed Mr. Mohit Dinesh Solanki as an Independent Director for a five-year term effective August 17, 2026. The appointment was approved at the AGM.

18:27 IST BSE
Annual General Meeting

Faze Three Annual General Meeting

Faze Three Limited concluded its 41st Annual General Meeting on September 4, 2026. Shareholders transacted ordinary and special business resolutions.

19:35 IST NSE
Financial Results

Faze Three Q4 FY26 Results: Net Profit ₹19.6 Cr, Up 12.6% YoY

Faze Three Ltd reported revenue from operations of ₹277.2 Cr (+31.6% YoY) and net profit of ₹19.6 Cr (+12.6% YoY) for Q4 FY26.

Key figure
Net profit ₹19.6 Cr · +12.6% YoY