Updates

August 11, 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 Financial Results (Standalone and Consolidated) of the Company for the quarter ended June 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 Financial Results (Standalone and Consolidated) of the Company for the quarter ended June 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 Ended June 30, 2026 11 August 2026 Investment Thesis ~INR 950 Cr INR 1,650+ Cr INR 385+ Cr Capex from internal TTM June 26 Revenue Installedrevenuecapacityacrossallunits. accruals since FY20 Additional capex underway in FY27 to add new productcategories;gestationperiodof~1year. +35% over FY25 Operating Leverage Ahead China+1 Structural Tailwind Averageutilisationof55–60%acrossINR1,650+Crofinstalledcapacity.Revenue CNYINRhasappreciated21%over13months,alongsidea10%tariffdifferential. cannearlydoublewithoutsignificantincrementalcapex,andtheconcludingFY27 Leadingretailersareactivelydiversifying15–20%ofsourcingoutofChinaover2–3 capexcycleaddsfurtherheadroom. years,withIndiatheprimarybeneficiary. 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.ReplacementcostofINR850+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 April 2027 (FY28). EU and UK trade deals are in place and US for debt reduction, dividends or growth. Cash generation continues to improve tariffs stand at 10% under Section 301. Tariff refunds should support retail demand withscaleandabetterproductmix. in H2 CY27. Est. 1985 • Listed 1995 • CARE A (Stable) / A1 • Home & Technical Textiles • Order-backed manufacturing 2 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 (Faze Three US 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 > INR850 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 14.10 (+21%) in 13 months —major cost FTA with EU and UK are additional positives. Tariff refunds expected to boost advantage for India. Top retailers targeting 15-20% diversification from China retail demand H2 CY27 as retailers pass on savings. Full effect visible over 1-2 within 2-3 years. 25%+ differential for EUR/GBP buyers. Combined with 10% years. USA Tariffs at 10% under S 301 (Trade deal under process). tariff differential in USA, this is the 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 385+ Crs invested from internal accruals since FY20 2022 Top of Bed 2023 2024-26 Mats & More Sub. Silvassa Panipat & Blankets (Aurangabad) MMF Floor Coverings, Brownfield expansion Cotton Home Textiles Patio mats, outdoors Performance Rugs, backed by customer division and textiles —new category Technical & Outdoor commitments processing unit for existing customers INR 500 Crsrevenue capacity INR 450+ Crsrevenue capacity INR 550+ Crsrevenue capacity INR 150 Crsrevenue capacity ~60% utilisation ~55% utilisation ~55% utilisation ~30% utilisation • INR 25+ 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 850 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 Q1FY27: Highest-ever revenue for a June quarter. EBIDTA margin at ~11.5%, reflecting significant input cost pressure that arose in Q1 and has continued into Q2 hitherto on [Showing first 8,000 characters — download PDF for full document]