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Camplify Holdings (CHL) investor relations material
Camplify Holdings Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and strategy
Operates a leading peer-to-peer digital marketplace connecting RV owners and hirers in Australia and Germany, with expansion into the UK, New Zealand, Spain, Austria, and the Netherlands.
Vision is to create the world's best platform for RV sharing, offering comprehensive products, services, and support for seamless travel experiences.
Revenue model includes commissions, insurance, premium memberships, and additional services, with a global target take rate of 28%.
Proprietary technology platform enables rapid onboarding, secure transactions, and scalable operations across multiple markets.
Focus on growing core revenue, operational scale, member-centric products, and EBITDA performance.
Financial and operational performance
FY25 saw GTV of $139.5m (down 14.5% YoY), revenue of $42.0m (down 12% YoY), and fleet growth of 5% to 34,398 units.
Average booking value decreased by 4% to $1,600.
Membership income rose to $5.5m, with 5,360 paid Camper+ members, representing 15% of the fleet.
Future bookings as of August 2025 reached $22.9m, up 8% from the previous year.
B2B TAP program generated $46.8m GTV over three years, supporting disaster recovery and expanding to new regions.
Key achievements and initiatives
Rolled out ANZ Myway Mutual, migrated insurance customers, and launched Club Camplify membership.
Improved marketing efficiency, reduced employee costs through automation, and restructured executive leadership.
Enhanced systems with global CMS, CRM, finance, and payment gateways, and implemented AI-driven ticket resolution.
Developed new insurance and membership models, enabling retail offerings and improved risk management.
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