Updates

November 03, 2026 BSE Limited National Stock Exchange of India Limited Department of Corporate Services, Listing Compliance Department, P. J. Towers, Dalal Street, Exchange Plaza, Plot No. C/ 1, G Block, Mumbai – 400 001 Bandra Kurla Complex, Bandra (E), Mumbai – 400 051 Scrip Code: 530079 Symbol: FAZE3Q Dear Sir/Ma’am, Sub: Submission of Investor Presentation of the Company on the Un-Audited (Standalone and Consolidated) Financial Results of the Company for the second quarter and half year ended September 30, 2026 Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Please find enclosed herewith the Company’s presentation on the Un-Audited (Standalone and Consolidated) Financial Results of the Company for the second quarter and half year ended September 30, 2026. You are requested to kindly take the same on record and bring it to the notice of your constituents. Thanking you, Yours Sincerely, For Faze Three Limited Ajay Anand Managing Director Din: 00373248 FAZE THREE LIMITED (CIN: L99999DN1985PLC000197) Regd. Office: Survey 380/1, Khanvel Silvassa Road, Dapada, Silvassa – 396 230, UT of D&NH Corporate Office: 63/64, 6th Floor, Wing C, Mittal Court, Nariman Point, Mumbai - 400021. Tel. : 91 (22) 43514444, 66604600 * Fax : 91 (22) 24936811 * E-mail : cs@fazethree.com * Website : www.fazethree.com Investor Presentation Financial Results — Quarter and Half Year Ended September 30, 2026 3 November 2026 Key Highlights ~INR 1,012 Cr INR 1950+ Cr INR 480+ Cr TTM Sep 26 Revenue —up from ~INR 300 Capex since FY20 —mostly Installed revenue capacity across all units on Cr in FY21 from internal accruals conclusionofcurrentcapexbyMarch2027.New productcategoriestogoliveFY28 Demonstrated growth execution Operating Leverage Ahead China+1 Structural Tailwind Averageutilisationof52–55%acrossINR1,950+Crofinstalledcapacity.Revenue CNYINRhas appreciated24% over 13months, alongsidea10% tariff differential can nearly double without significant incremental capex from hereon and the and geopolitical preference to India vs China. Leading retailers are actively concludingFY27capexcycleaddsfurtherheadroom. diversifying15–20%ofsourcingoutofChinaover2–3years,withIndiatheprimary beneficiary. Blue-Chip Customer Base Vertically Integrated Model Walmart,Target,TJMaxxgroup,Action,Costco,WilliamsSonoma,PotteryBarn,JYSK Yarn-to-finished-product capability across cotton and MMF, spread over 8 factory and Sainsbury’s, among others — 20+ year relationships with the top 15 customers locations.ReplacementcostofINR950+Crrepresentsasignificantbarriertoentry. underpinabuilt-indemandpipeline. TheCompanymanufacturesentirelyagainstconfirmedcustomerorders. Cash Flow Inflection PLI & Trade Deal Catalysts PLI approval received on July 1, 2026 across multiple products, with benefits Withthecapexcycleconcluding,40–50%ofoperatingcashflowbecomesavailable expected to accrue from FY28. EU and UK trade deals are in place and US tariffs for opportunity based expansion, debt reduction, dividends or growth. Cash stand at 10% under Section 301. generationcontinuestoimprovewithscaleandabetterproductmix. Est. 1985 • Listed 1995 • CARE A (Stable) / A1 • Home & Technical Textiles • Order-backed manufacturing Company at a Glance Operations Product Categories • Engaged in manufacturing of Technical & Home Textiles products • Floor coverings: Bathmats, Rugs —Rubber backed • Direct exports to large retailers in USA, UK & EUR —over 90% export • Performance & Outdoor Home Textiles (micro polyester, cushions) revenue • 8 factory locations: Silvassa (2), Vapi (1), Panipat (4), Aurangabad (1) • Top of Bed, Blankets, Curtains, Accessories • Office + Showroom in New York, USA (Faze3 USA LLC) • Handloom: Accent Rugs, Throws, Power-loom rugs • Equal capabilities across Cotton & Polyester/MMF products • Vertically integrated: Yarn to Finished Product • Order-backed manufacturing only; ~85% FOB; turnaround 45-100 days • Inhouse Design, Development & Innovation capability • Globally mandated infrastructure and operations standards Competitive Edge Market & Customer Profile • Multiple product lines (unique vs • Strong 20+ year relationships with Top 15 customers peers) • China cost, tariff & FX arbitrage • Top 12 customers contribute ~80% of revenue 35% neutralised 65% • No single customer exceeds 15% of revenue • Adequate room for all Indian peers • Most customers procure multiple products across factories • Most peers in only 1 product category • Customer appetite at least 10x current volumes —huge unfulfilled USA UK / EUR demand Management: Founder/Promoters + Professional CXOs • CARE Rated A (Stable) / A1 (July 2026) • Factory replacement value > INR950 Crs 3 Our Valued Customers Product Portfolio www.fazethree.com Market Opportunity China +1 Acceleration Trade Deals in Place CNYINR moved from 11.65 to 14.5 (+24%) in 13 months —major cost FTA with EU and UK are additional positives. US India trade deal also expected advantage for India. Top retailers targeting 15-20% diversification from China to conclude in H1 CY 2027 as per latest reports, even otherwise 10% tariff within 2-3 years combined with 10% tariff differential in USA, this is the currently is already factored in. strongest tailwind in a decade. India preferred diversifier under China+1 Supplier Landscape Commitments from large retailers like Walmart to source $ 30Bn by 2030. Other supplier countries (Turkey, Egypt, Pakistan, Bangladesh) face structural MostretailerspreferIndiaascountrydiversificationoptionversusChina challenges —currency instability, infrastructure gaps, quality issues —driving customer preference towards India. Brownfield expansion is the key to Worldslargestdemocracy&politicallystablelargeeconomy capturing demand. Labourcosts&CurrencytailwindversuspeerslikeChina India's MMF Opportunity Supply chain opportunity India leads in cotton home textiles but MMF (Floor coverings, Rugs, Outdoor, With significant scale of operations / business coming to Indian Companies, Performance textiles, TOB, Curtains) is dominated by China. India's MMF the Retailers would prefer to establish supply chain for moving larger value exports potential is estimated at 20x current levels. PLI for MMF will build the businesses across Textile Trade from hereon eg: Foxconn to India optimum supply chain. Post energy crises caused by West Asia, Supply Chains will again reroute and As India consumes more Oil over the years the RM availability for downstream tilt in favor of India given the stability and neutrality industries will drive economy of scale and pricing parity with global markets 6 Capitalizing on the Global Opportunity INR 480+ Crs invested from internal accruals since FY20 2022 & 2026 Top of Bed 2023 2024-26 Mats & More Sub. Silvassa Panipat & Blankets (Aurangabad) MMF Floor Coverings, Incl. Filled Products — Cotton Home Textiles Patio mats, outdoors Performance Rugs, brownfield expansion backed division and textiles —new category Technical & Outdoor by customer commitments processing unit for existing customers INR 900 Crsrevenue capacity INR 550 Crsrevenue capacity INR 550+ Crsrevenue capacity INR 100 Crsrevenue capacity FY27E revenue ~INR 400 Crs ~55% utilisation ~55% utilisation ~50% utilisation • INR 35+ Cr invested in Rooftop Solar 3.5 MW (captive), PNG clean energy for processing & Li-ion Electric MHE —ESG focus • CARE credit rating reaffirmed A(Stable)/A1 (July 2026). Factory replacement value >INR 950 Crs —significant entry barrier • Focus on reducing costs, being innovative and most competitive manufacturer while maintaining budgeted net profit margins • Strong domestic supplier partnerships with upfront payment terms securing quality and timely supplies from best in business • Company's current planned capex expected to conclude in FY27. At least 40-50% of CFO available for alternative uses ahead Management Outlook — FY27 & Beyond Q2FY27: Highest-ever revenue for a September quarter at INR 267.8 Crs, up [Showing first 8,000 characters — download PDF for full document]