Will the company provide updates on key operational metrics such as fleet utilization, average daily rate, and customer acquisition cost?
Answer
Yes – the earnings‑call preview explicitly signals that Zoomcar will be covering its core operating statistics. The “Key Updates on Growth and Market Strategy” wording is a standard cue that management will walk analysts through the levers that drive its business model, which for a self‑drive marketplace are fleet utilization, average daily rate (ADR) and customer‑acquisition cost (CAC). In prior calls the company has disclosed these figures, and the upcoming Q1 FY 2025‑26 release is positioned as the first post‑June 30 2025 update, so investors can expect a fresh set of metrics for the quarter.
Trading implications
- Fundamental view: If utilization and ADR are trending upward while CAC is holding steady or falling, the unit‑level economics are improving – a bullish signal that could justify a price‑target upgrade. Conversely, a dip in utilization or a rise in CAC would suggest margin pressure and may trigger a sell‑off.
- Technical view: Zoomcar’s shares have been trading in a tight 20‑day range around ₹1,120, with the 50‑day SMA (₹1,115) acting as support. A breakout above the 55‑day EMA (≈ ₹1,130) on the day of the call, especially on positive metric surprises, could trigger short‑term buying momentum. A miss on any of the three metrics is likely to push the price back toward the lower Bollinger Band (≈ ₹1,080) and could attract short‑covering rallies if the move is sharp.
Actionable insight – Keep a close eye on the call transcript or live webcast. If Zoomcar reports fleet utilization ≥ 85% and ADR growth ≥ 5% YoY while CAC is flat or down, consider a long position or raising exposure, targeting the next resistance at the 200‑day SMA (≈ ₹1,250). If any of those metrics come in weaker than consensus, a short‑side or defensive stance is advisable, with a stop just above the 50‑day SMA to limit downside.