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RoadZen RDZN update - 2 major catalysts with breakout potential

G
Jun 18, 2026 · 01:28

I posted this before RDZN's last major breakout from $1 to $2.50 at the end of April.

https://www.reddit.com/r/pennystocks/s/oqc6zoogk2

A series of contract wins propelled the price over $2 very quickly.

They announced a small offering at $1.70 when the price was around $2.35 which killed any momentum. It dropped back to the 1.50s this week which is a great buy zone.

But there was another new $10M contract win announced yesterday 6/16 + two big catalysts coming up at the end of June -- earnings and Russel Index inclusion.

1. **Earnings @ 6/29**: The CEO has been consistently guiding for breakeven EBITDA for the past 6 months in Q4 (This report is their Q4). The best possible scenario is they post breakeven/positive EBITDA and raise guidance. Last Q had just -0.59M adjusted EBITDA (virtually breakeven). I think it is very likely they beat and raise guidance based on all the new contract wins.

2. **Russell Index inclusion** (Shares get added on 6/26 and the new reconstitution begins trading 6/29, same day as earnings). The recent William Blair investor deck says this could result in 6-8M shares being bought. This will be a major liquidity event, coupled with another high liquidity event like earnings - the end of the month could become explosive if they post the aforementioned earnings results, and even more so if they raise guidance.

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Recent wins:

4/14 - 2M - (unknown amount, guessing) UK GAP partnership, no revenue disclosed, probably $2M.

4/22 - 2.5M - UK subsidiary contracts

4/27 - 10M - VehicleCare mandate / growth

4/29 - 2.5M - Additional India DriveBuddy contracts, preparing for ADAS mandate **(this is huge, more big DriveBuddy wins are coming by Q1/Q2 next year as India fleets prepare for the ADAS government mandate .. $200M annual revenue potential)**

4/30 - 6M - Insurance capacity LOI

5/6 - Unknown impact - Partnership with global autoparts network enables to continue scaling VehicleCare

**(New) 6/16 - 2nd VehicleCare contract worth $10M**

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All total this makes at least 30M new annual revenue that will materialize over the next 6-12mo. **IMO this is not priced in, nor is their apparent explosive growth in their VehicleCare business.**

Of course, no guarantee .. DYODD. And watch out above 2.50, they have done offerings in the past around there.

I am holding 25k shares, targetting $3 by end of this year and $5-7 EOY 2027.