NASDAQ$RDZN

Roadzen Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Roadzen's Q2 2024 earnings marked a record revenue with substantial year-over-year growth.

Roadzen reported a record revenue of $15.4 million for Q2 2024, a 493% increase year-over-year. This growth was driven by strategic acquisitions and organic revenue expansion. The company's net loss was $31.1 million, including $27.5 million of non-cash, non-recurring and other extraordinary items, resulting in an Adjusted EBITDA loss of $3.6 million.

  • Revenue for the quarter ended September 30, 2023, increased by $12.8 million compared to the same quarter of the previous fiscal year.
  • Growth indicates strong demand for Roadzen's AI solutions in the auto insurance industry.
  • Brokerage solutions contributed 54% to the revenue.
  • Enterprise technology sales of the Insurance as a Service (IaaS) platform accounted for 46% of the revenue.

Headline financials

Total Revenue

$15.5M

No prior period
EPS (adj)

-$1.40

No prior period
Net Income

-$31.1M

No prior period
Operating Income

-$7.54M

No prior period
Gross Profit

-$7.54M

No prior period
Cash & Equivalents

$8.11M

No prior period
Total Assets

$65.7M

No prior period
Stock-Based Comp

$3.53M

No prior period

Revenue & EPS history

Roadzen · Revenue · Quarterly

$15.5M

Q2 2024
Beat estimate in 3 of 6 quarters(50%)
ActualEstimate

Forward guidance

Roadzen is strategically positioned to become a global leader at the intersection of mobility and insurance. The company is focused on bringing onboard new clients, enhancing their embedded distribution model, and employing AI to optimize operations.

Tailwinds

  • Strategic acquisitions in the US and UK markets during June 2023 extended the global reach.
  • The acquisition of Global Insurance Management Ltd. (GIM) solidifies position in the UK.
  • The acquisition of the National Automobile Club (NAC) has bolstered service offerings in the US.
  • Partnerships with 90 enterprise clients that include leading insurers, automakers and large fleets.
  • Partnerships with 3,000 small and medium businesses including agents, brokers, dealerships, and fleets under 100 vehicles.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.6%

Avg return

Earnings day

-1.7%

Avg return

5 days after

+3.3%

Avg return

30 days after

38%

6 / 16 earnings

Positive

+32.9%

Q4 2024

Best reaction

-9.8%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-5.3%-21.9%-22.5%
Q2 2026+3.1%+0.7%+26.7%
Q1 2026-9.8%-10.3%-14.7%
Q4 2025-5.6%-1.9%+44.3%
Q3 2025+15.5%-10.1%-25.3%
Q2 2025-6.4%-7.5%+105.8%
Q1 2025+2.2%+1.5%+10.6%
Q4 2024+32.9%+25.7%-30.6%
Q3 2024+0.5%+1.9%+0.2%
Q2 2024-0.6%-4.4%-39.0%
Q1 2024-0.3%-0.5%-5.9%
Q4 2023+0.0%+0.0%+0.5%
Q4 2022+0.0%+0.2%+1.0%
Q3 2022+0.1%+0.2%+0.9%
Q1 2022-0.2%-0.2%+0.5%
Q4 2021-0.1%+0.1%+0.0%
Q3 2021
Q1 2021

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