NASDAQ$RDZN

Roadzen Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Reported a 33% increase in revenue compared to the previous quarter and improved Adjusted EBITDA loss by 25% sequentially.

Roadzen reported a 33% increase in revenue compared to the previous quarter. The company's net loss was $21.8 million, primarily impacted by non-cash, non-recurring, and extraordinary items. Adjusted EBITDA loss improved by 25% sequentially, driven by the adoption of AI in reducing operating costs.

  • Achieved second-quarter FY25 revenue of $11.9 million, a 33% increase from the first quarter's revenue of $8.9 million.
  • Reported a net loss of $21.8 million, with an Adjusted EBITDA loss of $2.1 million, an improvement from the previous quarter's Adjusted EBITDA loss of $2.8 million.
  • Added 5 new enterprise clients and over 150 agents and fleets, expanding services to 108 enterprise clients and 3,550 agents and fleet customers globally.
  • Continued balance sheet reduction, negotiating a $3.6 million decrease in accounts payable related to the public listing.

Headline financials

Total Revenue

$11.9M

Previous: $15.5M-23.2%
EPS

-$0.32

Previous: -$1.40+77.1%
Policies Sold

70.6K

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

-$21.8M

Previous: -$31.1M+29.8%
Operating Income

-$23.5M

Previous: -$7.54M-212.2%
Gross Profit

$6.66M

Previous: -$7.54M+188.3%
Cash & Equivalents

$5.99M

Previous: $8.11M-26.1%
Total Assets

$29.1M

Previous: $65.7M-55.6%
R&D Expense

$1.5M

No prior period
Stock-Based Comp

$20.7M

Previous: $3.53M+488.3%

Revenue & EPS history

Roadzen · Revenue · Quarterly

$11.9M

Q2 2025-23.2%vs Q2 2024
Beat estimate in 3 of 6 quarters(50%)
ActualEstimate

Forward guidance

Roadzen expects revenue momentum to continue in the second half of FY25 as the company aims to resume U.K. sales and pursue growth in the U.S. and India.

Tailwinds

  • Resuming U.K. sales in the fourth quarter of this fiscal year.
  • Pursuing growth in the U.S. and India.
  • Leveraging MixtapeAI to drive internal improvements and reduce operating costs.
  • Continuing to optimize operations for additional benefits in the second half of the year.
  • Shareholders have shown immense confidence in Roadzen's vision.

Headwinds

  • Temporary countrywide suspension of GAP insurance sales by the U.K. Financial Conduct Authority impacted revenue.
  • Operating expenses increased due to non-cash equity compensation expense.
  • Reduction in cash and cash equivalents compared to the previous quarter.
  • Decrease in total assets due to reduction in cash and prepayment balance.
  • Company reported a net loss for the quarter.

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 2025

Historical avgQ2 2025

+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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