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Camplify (CHL) investor relations material
Camplify Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and operational focus
Operates a global RV sharing marketplace with integrated insurance and rental services across Australia, New Zealand, UK, Spain, Germany, Austria, and the Netherlands.
Focused on leveraging technology and automation to streamline operations, improve customer experience, and drive efficiency.
Built a diversified product stack, including the MyWay insurance mutual and Club Camplify protection products.
Financial performance and turnaround
Achieved a turnaround from a AUD 10.4 million loss to a AUD 300,000 EBITDA positive result in 12 months, with a significant uplift in the second half.
Cost of sales fell 30% due to bringing insurance in-house, driving margin improvements and profitability.
Ended the year with AUD 10 million in cash, no debt, and positive cash flow, positioning for future growth.
Strategic initiatives and partnerships
Entered a strategic partnership with JB Group, the largest RV manufacturer in Australia, to bundle insurance products with new vehicle sales and roll out managed depots.
Launched Camplify Xchange, an integrated sales platform for RVs, enabling a try-before-you-buy experience and new revenue streams.
- EBITDA returned to profit, costs fell, and bookings rebounded after a demand shock.CHL
H2 2026 - Q3 revenue fell 8% YoY, but cost controls and domestic tourism trends support future recovery.CHL
Q3 2026 TU - Net loss cut 62%, cash flow positive, and Premium Membership revenue and margins surged.CHL
H1 2026 - Q2 FY26 saw lower revenue and GTV, but strong cash flow and increased cash reserves.CHL
Q2 2026 TU - Revenue and GTV fell, but membership, fleet, and future bookings rose, supporting growth focus.CHL
Investor Update - Camplify and JB Group partner to expand RV rentals and services nationwide.CHL
Partnership Presentation - Revenue up 24.9% to $47.8m, with strong UK/NZ growth and platform migration now complete.CHL
H2 2024 - Revenue and GTV fell, but cost cuts and new insurance aim to drive H2FY25 recovery.CHL
H1 2025 - Cost controls, insurance innovation, and segment growth set up FY26 profitability.CHL
H2 2025
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