Core Insights - Zoomcar is leading India's peer-to-peer car-sharing market with a profitable, asset-light model and seven consecutive profitable quarters [1][3] - The company operates a digital-first platform that connects vehicle owners and renters, providing a scalable alternative to car ownership for urban populations [2][9] Company Performance - Zoomcar has over 4 million users and has established itself as a trusted mobility brand in India [3] - The company has achieved positive contribution profit for seven consecutive quarters, demonstrating its ability to scale profitably [3] Growth Prospects - Anticipated substantial growth driven by expansion into new verticals and operational efficiencies [4] - Focus on automation and cost discipline is expected to enhance profitability and strengthen margins [4] Business Model - The Host Flywheel mechanism drives growth by attracting new car owners, increasing supply, and enhancing trip availability [5] - AI-powered pricing and risk management systems optimize returns for hosts and ensure reliable access for guests [5][6] Market Context - India's shared mobility market is projected to reach between $50 billion to $60 billion by 2030, influenced by low car ownership and high digital penetration [7] - The shift from ownership to access is reshaping the mobility landscape in India [7] Leadership - The leadership team, including Chairman Uri Levine and CEO Deepankar Tiwari, combines global mobility vision with local execution [8]

Core Insights - Zoomcar Holdings, Inc. is set to report its financial and operational results for Q2 FY 2025-26 on November 14, 2025, before market opening [1] - A live Zoom Webinar will be hosted by the company management on the same day at 8:00 am Eastern Time to discuss the results and provide corporate updates [2] - Investors and analysts can submit questions to management via email by November 13, 2025, at 10:00 am ET [3] Company Overview - Founded in 2013 and headquartered in Bengaluru, Zoomcar is India's largest peer-to-peer car-sharing marketplace, connecting vehicle owners with users for self-drive access [4] - The company's mission focuses on promoting smarter, shared mobility that is economically empowering and environmentally sustainable [4] - Zoomcar is positioned to capitalize on India's $50 billion shared mobility opportunity, continuing to grow at a double-digit year-over-year rate [6]

Core Insights - Zoomcar Holdings, Inc. is experiencing double-digit year-over-year growth as it leads the shift from car ownership to shared access in India, similar to trends seen in the U.S. market [1][3] - India's shared mobility sector is projected to reach USD 50 billion by the early 2030s, driven by the underutilization of over 40 million privately owned vehicles [2][4] - The company aims to expand its host network and attract U.S. investors to capitalize on India's emerging consumer and mobility growth story [3] Company Overview - Founded in 2013 and headquartered in Bengaluru, Zoomcar is India's largest peer-to-peer car-sharing marketplace, connecting vehicle owners with users for self-drive access [4] - The company's mission focuses on promoting smarter, shared mobility that is economically empowering and environmentally sustainable [4] Financial Performance - Zoomcar reported a contribution profit of USD 1.14 million with nearly a 50% margin, while also achieving a 48% reduction in operating loss [7]

Financial Data and Key Metrics Changes - Contribution profit for Q1 FY 2526 was $1,140,000, representing 49% of revenue, up from $460,000,000 or 20% a year ago, marking the seventh consecutive quarter of positive contribution profit [3][11] - Contribution profit per booking nearly tripled year on year to $10,890,000,000, up from $4.07, driven by better cost management and improved booking quality [7][12] - Loss from operations declined by 48% to about $1,760,000 compared to $3,370,000 in the previous year, reflecting a stronger focus on unit economics and cost management [12] Business Line Data and Key Metrics Changes - Repeat user rates rose to 13% from 9% year on year, and high-quality host rates rated 4.5 or higher increased to 46% from 30% [3][6] - Bookings served by the platform decreased by 7% to 104,549 from 112,944, but gross booking value increased by 4% year on year to $6,470,000 without spending on performance marketing for over a year [11] Market Data and Key Metrics Changes - The company executed four high-impact initiatives this quarter, including partnerships with Google Cloud and Cars24, aimed at enhancing customer experience and operational efficiency [4][5] - The integration of generative AI tools with Google Cloud reduced post-onboarding time by 30% and improved trust and fraud detection [4] Company Strategy and Development Direction - Customer loyalty is central to the company's strategy, with investments in product enhancements and supply quality delivering results [5][6] - The company is focused on strengthening its balance sheet and pursuing further capital through bridge financing or public raise [8][9] Management Comments on Operating Environment and Future Outlook - Management highlighted a disciplined execution strategy that has strengthened the business and indicated a clear path to scaling further in FY 2526 [14] - The trajectory of adjusted EBITDA continues to trend upwards, positioning the company well to achieve breakeven in the near term [12] Other Important Information - The company raised approximately $16,500,000 in gross proceeds in fiscal year 25 and an additional $600,000 in the current fiscal year, primarily for growth initiatives and selective debt payment [8][9] - Debt restructuring efforts are ongoing to reduce interest burden and increase sustainability [9] Q&A Session Summary Question: What are the key initiatives taken this quarter? - The company executed four high-impact initiatives, including partnerships with Google Cloud and Cars24, aimed at enhancing customer experience and operational efficiency [4][5] Question: How has the company managed to improve its financial metrics? - The company focused on disciplined cost management and improving booking quality, resulting in significant improvements in contribution profit and reduced losses from operations [12]

Financial Performance - Zoomcar recorded a contribution profit of $1.14 million for the quarter ended June 30, 2025, compared to $0.46 million in the same quarter of 2024[8] - The company achieved a record contribution profit of $10.89 per booking in the current fiscal quarter, a significant increase from $4.07 per booking in the comparable quarter of the previous year[9] - Zoomcar's revenue increased by 3% year-over-year, from $2.24 million to $2.31 million[20] - Loss from operations improved by 48%, decreasing from -$3.37 million to -$1.76 million[20] - Adjusted EBITDA improved by 47%, moving from -$3.26 million to -$1.73 million[20] - Contribution margin as a percentage of revenue increased from 20% to 49%[20, 25] Operational Metrics - The number of bookings decreased by 7%, from 112,944 to 104,549[20] - Gross Booking Value (GBV) increased by 4%, from $6.23 million to $6.47 million[20, 27] - The number of active high-quality cars (rated 4.5+ out of 5) increased by 42%, from 5,516 to 7,811[20] - Repeat users increased to 13% compared to 9% in FQ1 2024, representing a 50% growth[9, 27] - The share of hosts with a 4.5+ rating increased from 30% to 46%[9, 27] Fundraising - Zoomcar raised $16.5 million in the fiscal year ending March 31, 2025, and an additional $0.6 million in the current fiscal year[17]

Core Insights - Zoomcar has reported significant improvements in financial performance, including a nearly 50% reduction in EBITDA losses and a record contribution profit, indicating a strong path towards profitability [1][7]. Financial Performance - Contribution profit reached $1.14 million, representing a 49% margin, compared to $0.46 million (20% margin) in the same quarter last year, marking the seventh consecutive quarter of positive contribution profit [3]. - Adjusted EBITDA loss decreased by 47% from $(3.26) million to $(1.73) million, while loss from operations narrowed by 48% from $(3.37) million to $(1.76) million [7]. User Engagement and Growth - Bookings slightly declined by 7% to 104,549, but the repeat user rate increased by 45% quarter over quarter, driven by product enhancements and loyalty initiatives [4]. - Average Guest trip rating improved to 4.73 from 4.71, and high-quality cars (rated 4.5+) increased by 54% quarter over quarter [6]. Cost Management - Cost of revenue decreased by 13% to $1.31 million, with total costs and expenses down to $4.07 million from $5.61 million, supporting improved unit economics and reduced cash burn [5]. - Marketing spend saw a significant decline of 78%, alongside reductions in general and administrative expenses by 22% and technology-related expenses by 21% [5]. Strategic Initiatives - The company has integrated Google Cloud AI to enhance safety and onboarding processes, partnered with CARS24 for verified host vehicles, and launched ZoomPro for business fleet partners, which provides real-time insights and controls [8].

Core Insights - Zoomcar Holdings, Inc. plans to report its financial and operating results for Q1 FY 2025-26 on August 14, 2025, before market opening [1] - A live Zoom Webinar will be hosted by the company management at 8:00 am Eastern Time on the same day to discuss the results and provide corporate updates [2] - Investors and analysts can submit questions to management via email by 10:00 am ET on August 13, 2025 [3] Company Overview - Founded in 2013 and headquartered in Bengaluru, Zoomcar is India's leading car-sharing marketplace, focusing on redefining urban mobility through technology and community [4]

Core Insights - Zoomcar has partnered with Google Cloud to integrate Generative AI and Machine Learning into its platform, enhancing host onboarding, reducing cancellations, and improving fraud detection [1][2][3] Financial Performance - In FY24–25, Zoomcar reported a 44% improvement in Adjusted EBITDA, with a contribution margin reaching a record 47%, translating to approximately $10 in contribution per booking [2] Technological Innovations - The company has deployed intelligent AI agents using Google Cloud's Vertex AI and Gemini models, resulting in improved user experience and operational efficiency [3] - Host Assist, an AI assistant powered by a Large Language Model, has reduced average host onboarding time by 30% [4] Host Support Initiatives - Zoomcar is developing a Host Intelligence Engine to provide personalized feedback and actionable insights to maximize host earnings, starting with Pricing Insights [5] - The company is leveraging AI to analyze host-guest interactions to reduce host-driven cancellations, thereby enhancing guest satisfaction [6] Fraud Detection and Marketplace Integrity - A real-time AI-driven fraud detection engine is being implemented to analyze identity attributes and KYC documents, aiming to improve fraud detection accuracy and enhance platform integrity [6] Industry Impact - The collaboration with Google Cloud exemplifies how Generative AI can transform customer experiences in the car-sharing marketplace, setting new benchmarks for efficiency and trust [7]

Core Insights - Zoomcar has expanded its Home Delivery service to 14 cities, enhancing convenience for Guests and increasing earnings for Hosts [1][3] - The new flexible delivery system allows Hosts to set delivery zones and manage availability, resulting in a 10% increase in Host participation [2] - Partnerships with third-party driver platforms enable more cars to be delivered, with 12% of total bookings currently fulfilled via Home Delivery, expected to double as the service expands [3] Company Overview - Founded in 2013, Zoomcar is India's leading peer-to-peer car-sharing marketplace, operating in over 90 cities [6] - The platform promotes affordable and sustainable urban mobility while empowering individuals to become micro-entrepreneurs [6] - With over 40,000 cars and more than 10 million users, Zoomcar focuses on innovation to enhance marketplace trust and convenience [5]

Core Insights - Zoomcar has launched 'ZoomPro', a B2B dashboard aimed at enhancing the management of vehicles, pricing, and bookings for large fleet partners, reflecting a 10% year-over-year increase in bookings and an 86% surge in repeat users [1][2][9] Company Overview - Zoomcar, founded in 2013 and headquartered in Bengaluru, is India's largest peer-to-peer car-sharing marketplace, connecting vehicle owners with users through a digital platform [6] Product Features - Key features of ZoomPro include centralized booking views, multi-user access, smart car reassignment, vehicle performance tracking, AI-driven pricing insights, e-invoicing, and an API integration suite for seamless fleet management [8] Strategic Goals - The introduction of ZoomPro is part of Zoomcar's strategy to consolidate the self-drive ecosystem, providing scalable digital infrastructure for supply partners to enhance growth and operational efficiency [2][5] Financial Performance - Zoomcar reported a contribution profit of $4.25 million with a 47% margin, alongside a 67% reduction in operating loss, indicating a strong financial position as it implements its tech-led growth strategy [9]