Camplify (CHL) Investor update summary

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.