Camplify Holdings Ltd. · ASX:CHL
Camplify — Investor Presentation (December 2025)
33 slides from Camplify's investor presentation, Dec 15, 2025
Slide 1: Camplify Holdings CEO presents at Sharewise Webinar
Camplify Holdings Ltd A.C.N 647 333 962 42 Union Street Wickham NSW 2293 PO Box 7 Wickham NSW 2293 Ph: 02 4075 2000 ASX Announcement 15 December 2025 Camplify Holdings CEO presents at Sharewise Webinar For personal use only Camplify Holdings (ASX: CHL), Chief Executive Officer and Founder, Justin Ha
Slide 2: Sharewise Webinar Official Presentation
For personal use only Sharewise Webinar Official Presentation Justin Hales, CEO
Slide 3: Acknowledgment of Country
For personal use only Acknowledgment of Country Camplify Holdings Limited pay our respects to the traditional owners, their elders past and present and value their care and custodianship of these lands. Camplify Holdings Limited is a proud Newcastle originated company built on the lands of the Awaba
Slide 4: Introduction to CHL
For personal use only Introduction to CHL
Slide 5: About us
For personal use only About us We are a platform for connecting hirers and RV owners together. We provide everything both parties need. We are the glue that connects the transaction. Our vision Creating the world’s best platform connecting hirers and RV owning members. Being the provider of all the
Slide 6: Countries of operation
For personal use only Australia New Zealand Germany Austria Spain The Netherlands The UK 5
Slide 7: P2P digital marketplace
P2P digital marketplace For personal use only ● Provide RV for rent ● Pay for their rental ● Set their own pricing ● Pay for their rental CHL is the parent ● Set their rental type protection company of Camplify ● Purchase additional goods and services and PaulCamper and is one of the leading P2P dig
Slide 8: Revenue model
Revenue model For personal use only Camplify - Owners & Hirers RV Hirers RV Owners RV hirers ● Commission ● In AU/NZ Mandatory Accident Excess 3.94% Reduction (AER) 3.4% ● Optional AER upgrade ● Travel insurance RV owners Revenue (30% of GTV) ● Depending on the type of member: ○ Commission ○ Insuran
Slide 9: Powered by Proprietary Tech
Powered by Proprietary Tech The Owner Preparedness Journey is identified as one of the key For personal use only processes for Camplify, recruiting and empowering owners on the platform as quickly as possible. Camplify Technology Platform Pillars ● Camplify has invested significantly 99% of listings
Slide 10: Improving customer experience
Improving customer experience For personal use only Marketplace performance AI-powered capabilities ● One global platform ● Analyze consolidated data to identify patterns and opportunities ● Standardised processes, providing consistent global experience ● Forecast future outcomes and demand fluctuat
Slide 11: Why RV: owners and hirers
For personal use only RV Owners Hirers Why RV Monetise underutilised assets Rent assets short term, on-demand Top owners earn over $40,000 per annum for See immediate availability of all RVs their RV with the average earning over $12,000 with many for under $100 per day owners and SMEs can offer a f
Slide 12: Our Board
Our Board For personal use only Andrew McEvoy Justin Hales Karl Trouchet Chairperson & Chief Executive Officer Non-Executive Director Non-Executive Director and Executive Director John Myler Mike Rosenbaum 11 Non-Executive Director Non-Executive Director
Slide 13: Our Executive Team
Our Executive Team For personal use only Justin Hales Brett Edwards Jeremy Gupta Sato Howard Chief Executive Officer Chief Financial Officer Chief Technology Officer Chief Marketing Officer 12
Slide 14: Key Achievements in FY25
Key Achievements in FY25 For personal use only Completed the rollout of the ANZ Myway Mutual. Built with a global view enabling future growth into other key markets Completed the migration of customers on membership protection from previous insurer to Myway Mutual Improved marketing efficiencies acr
Slide 15: Key Achievements in FY25 (Systems)
Key Achievements in FY25 Improved automated systems including a focus on ticket resolutions via AI. Allowing for reduced call center manual For personal use only ticket management Implemented global CMS enabling content delivery and management at speed empowering marketing Completed implementation o
Slide 16: Key Metrics
For personal use only Key Metrics
Slide 17: Marketplace highlights
For personal use only Marketplace $139.5m $42.0m highlights Total transaction value Total revenue -14.5% (pcp FY24) -12.0% (pcp FY24) ● Fully audited results. Period FY25. GTV growth of -15% pcp to over $139m ● Revenue growth of -12% to $42.1m 34,398 $1,600 ● Fleet growth of 5% CHL Group Fleet Avera
Slide 18: Fleet and membership
Fleet For personal use only 34,398 Fleet 5,360 Camper+ Membership Members Focus CHL continues on a path to a 4% 15% ● global membership model Current Market Camper+ ● In Australia we estimate fleet is Share Members only 4% of the total market (900,000 units) ● In FY25 15% of total fleet on the platf
Slide 19: Future bookings
For personal use only Future bookings ● Future bookings are bookings that have been booked and paid for via the Camplify platform. FY25 FY24 (PCP) ● These take place in the future generally within the next 12 months. GTV and revenue is only $22.9m $21.2m reported once the booking starts. Total futur
Slide 20: FY26 Focus and Development
For personal use only FY26 Focus and Development
Slide 21: Future outlook
Future outlook For personal use only Outlook & priorities The CHL focus for FY26 is centered around long term profitable sustained growth. In the last 12 months CHL has focused on business improvement and effectiveness. Leveraging our investment in automation, enhanced platform tools, and customer n
Slide 22: Partnership Summary
Partnership Summary For personal use only JB Group Strategic Partnership Camplify entered into a strategic services agreement with JB Group. The agreement encompasses the following key provisions: ● Club Camplify membership will be promoted to all customers at JB Group's owned dealerships. ● Compreh
Slide 23: JB Group
For personal use only JB Group JB Group are the market leader in the RV industry, renowned for its exceptional range of caravans, motorhomes, and hybrids. Committed to innovation, quality, and outstanding customer service, JB Group Brands Include sets the benchmark for reliability and excellence in
Slide 24: Club Camplify
For personal use only Club Camplify is Australia & New Zealand's leading Camplify is Australia & New Zealand’s largest RV RV Owners Club. Its an enticing all in one solution for rental marketplace. It connects RV owners with all RV owners. holidaymakers looking to hire caravans, campervans, and moto
Slide 25: Change in approach
For personal use only Change in approach • Better governance and controls on risk Current ANZ New model ANZ exposure, reporting, and operational performance FY24 Risk $4.1m (uncapped) Total Risk $6.8m (capped) • Delivers improved margin from existing operations 14% GP Margin 28% GP Margin • Builds o
Slide 26: Summary & appendix
For personal use only Summary & appendix
Slide 27: Key takeaways
Summary & appendix For personal use only Key takeaways 01 02 Improved underlying business structure Technology enabled and optimised FY25 improved the underlying business structure and operational CHL has invested significantly in technology systems to power its effectiveness allowing for a focus on
Slide 28: Key risks: Platform risks
Key risks Platform risks As the Company operates a two-sided platform, the Company’s future growth and profitability is dependent on that platform being vibrant and For personal use only active. The Company’s business relies on both Hirers utilising the platform and on Owners listing RV’s on the pla
Slide 29: Key risks: Competition (cont'd)
Key risks Competition The Company recognises the potential risk that existing competitors or new entrants to the market may increase the competitive landscape and For personal use only have an adverse impact on the financial performance of the Company which in turn, would erode the Company’s revenue
Slide 30: Key risks: Compliance (cont'd)
Key risks Compliance with laws The Company operates in a sector where the laws and regulations around its operations are evolving. There is a risk that new laws or regulations For personal use only and regulations generally may be enacted, or existing laws and regulations may be amended in such a wa
Slide 31: Thank you
For personal use only Thank you
Slide 32: Disclaimer & important notices
Disclaimer & important notices For personal use only The information contained in this presentation or subsequently provided, orally or in writing, to any recipient of this presentation, or any other information discussed at the presentation by or on behalf of Camplify Holdings Limited ACN #647 333
Slide 33: Forward looking statements
Forward looking statements The Confidential Information may contain forward looking statements which are statements that may be identified by words such as “may”, “will”, “would”, “could”, “expects”, “intends”, “anticipates”, and other similar words that involve risks and uncertainties. These statem
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