Camplify Holdings Ltd. · ASX:CHL
Camplify — 15th Annual Australian Microcap Investment Conference (October 2026)
37 slides from Camplify's conference presentation, Oct 20, 2026
Slide 1: ASX Announcement: Camplify CEO presents at Microcap Conference
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 For personal use only ASX Announcement 20 October 2026 Camplify CEO presents at 15th Annual Australian Microcap Investment Conference Camplify Holdings Limited (ASX: CHL) Chief Executi
Slide 2: About CHL
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 For personal use only About CHL Camplify Holdings Limited (ASX:CHL) is in the business of elevating outdoor experiences through innovative and scalable tech solutions. Composed of Camp
Slide 3: 15th Annual Australian Microcap Investment Conference
15th Annual Australian Microcap al use only Investment Conference Official Presentation Justin Hales, Founder & CEO
Slide 4: Acknowledgment of Country
al use only Acknowledgment of Country Camplify Holdings Limited pays our respects to the Traditional Owners, their Elders past and present, and values their care and custodianship of these lands. Camplify Holdings Limited is a proud Newcastle-originated company built on the lands of the Awabakal & W
Slide 5: Overview
Overview al use only Camplify was Camplify is now Global expansion Camplify has paid Over 1000 van co-founded in 2015 the largest RV has seen Camplify over $500 million rental businesses in Newcastle, sharing become a global in hire income to have started with Australia community in platform our van
Slide 6: About us
About us We are a platform for connecting hirers and RV owners together. We provide everything both al use only 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 products,
Slide 7: Markets of operation
al use only Australia The UK New Spain Germany Netherlands Austria Zealand 5
Slide 8: P2P digital marketplace
P2P digital marketplace Provide RV for rent ● Pay for their rental al use only ● ● 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 digital marke
Slide 9: Revenue model
Revenue model Camplify - Owners & Hirers al use only RV Hirers RV Owners RV hirers ● Commission ● In AU/NZ Mandatory Accident Excess Reduction (AER) ● Optional AER upgrade ● Travel insurance RV owners Revenue (47% of GTV) ● Depending on the type of member: ○ Commission ○ Insurance ○ Premium Membersh
Slide 10: MyWay: one brand, two protection models
MyWay: one brand, two protection models AUSTRALIA & NEW ZEALAND Mutual model EUROPE Broker model MyWay Mutual via Club Camplify MyWay Insurance Europe via PaulCamper RV owner Club Camplify MyWay Mutual Owner or hirer MyWay Insurance Europe Insurers al use only What it is. A member-owned discretionar
Slide 11: Technology: powering the whole owner journey
Technology: powering the whole owner journey 99% of listings are completed in the first day Average first booking within the first week 1 2 3 4 5 Sign up and verify Onboarding Daily management Bookings Post hire al use only Biometric facial Tailored feedback Individual and fleet Secure messaging and
Slide 12: Improving customer experience
Improving customer experience Marketplace performance AI-powered capabilities al use only ● One global platform ● Analyse consolidated data to identify patterns and opportunities ● Standardised processes, providing consistent global experience ● Forecast future outcomes and demand fluctuations accur
Slide 13: 2026 Fast Fact Page: Hirers at a glance
2026 FAST FACT PAGE * Hirers at a glance MINUTE BY MINUTE IN AUSTRALIA Every 8 minutes 32% of bookings are drivable 555,000+ vehicles. al use only Camplify brings a dream road trip to life, sparking an unforgettable outdoor adventure. Days in amazing locations Every 24 hours Camplify helped our camp
Slide 14: Our Owner Network
Our Owner Network Camplify & PaulCamper · Owner base snapshot, September 2026 SCALE & REACH OWNER EARNINGS (TRAILING 12 MONTHS) QUALITY & ENGAGEMENT al use only 49,000+ $88.7M AUD 4.9 / 5 Active RVs listed Paid out to owners Average owner rating 16 $8,710 46 months Distinct RV types Avg owner payout
Slide 15: Why RV
RV Owners Hirers Why RV Monetise underutilised assets Rent assets short term, on-demand Top owners earn on average over $30,700 per See immediate availability of all RVs annum with an average $149 per day al use only owners and SMEs can offer a fleet Transparency hirers choose SMEs to make their fle
Slide 16: Our Board
Our Board al use only Andrew McEvoy Justin Hales John Myler Chairperson & Chief Executive Officer Non-Executive Director Non-Executive Director and Executive Director Mike Rosenbaum Karl Trouchet Sharon Xue Non-Executive Director Non-Executive Director Non-Executive Director
Slide 17: Our Executive Team
Our Executive Team al use only Justin Hales Brett Edwards Jeremy Gupta Sato Howard Chief Executive Officer Chief Financial Officer Chief Technology Officer & Global Head of Marketing and Executive Director Chief Operating Officer
Slide 18: FY26 What we have achieved
FY26 What we have achieved ● Turn around from -$10.4m loss to +$0.3m result for EBITDA al use only ● Second half significant uplift in performance a EBITDA result of +$3.5m. An improvement of $6.3m PCP ● We have gone from a product development roadmap of 12 months backlog to a 45 day product deliver
Slide 19: FY26 Financial Turnaround
FY26 Financial Turnaround The second half of FY26 is where the reset business proved itself. al use only It returned to profit, held its margins through a genuine external demand shock, and enters FY27 with the structural work behind it. ● $3.5m H2 EBITDA — H2 NPAT of $2.3m and EBITDA of $3.5m, a $6
Slide 20: FY27 Priorities & Strategic Outlook
FY27 Priorities & Strategic Outlook al use only Moving Forward into FY27 – Profitability leading enablement of growth Entering FY27 with a clear delivered strategy on optimisation of the business for profitability, CHL is well-positioned for upside potential in both bottom line results, and revenue
Slide 21: FY26 Future Roadmap
al use only FY26 Future Roadmap
Slide 22: Club Camplify & the MyWay mutual
al use only Club Camplify & the MyWay mutual RV protection that's not like traditional insurance — Club Camplify membership, backed by the MyWay discretionary mutual.
Slide 23: Year One Performance
Year One Performance We brought owner protection in-house $2.7m 99% Claims paid Claims approved al use only 2,447 individual claims paid to Of decided claims. Declines In FY26 Camplify owners moved from an external insurer to members (incl. GST). are almost entirely claims a member-owned discretiona
Slide 24: Year one proved the model. Year two sharpens it.
Year one proved the model. Year two sharpens it. al use only 01 02 03 04 Capacity before high Faster claims Clearer New benefits season communication Cut lodgement-to-repair Build on the stronger cover Resource the claims team turnaround materially Members always know delivered in year one with ahea
Slide 25: Club Camplify partnership
Club Camplify partnership All new JB Group brands including, JB, New Age, Network RV, Traveller and Victory vans will now include a complimentary three-year Club Camplify bundle — accelerating the growth of our membership base. al use only ONE PARTNERSHIP · THREE MANUFACTURERS JB Vans Network RV New
Slide 26: FY27 Focus and Development
al use only FY27 Focus and Development
Slide 27: Outlook & priorities
Outlook & priorities The CHL focus for FY27 is centered around long term profitable sustained growth. al use only In the last 12 months CHL has focused on business improvement and effectiveness. Leveraging our investment in automation, enhanced platform tools, and customer network effect, CHL will i
Slide 28: Camplify Xchange
camplifyxchange.com.au Introducing Camplify Buy Sell Featured FAQ Sell my RV Xchange al use only Find your next caravan, RV or camper Australia's RV marketplace — caravans, motorhomes and campervans for sale from private sellers and All Categories · All Makes · All States Show listings dealers, conn
Slide 29: One customer, the whole RV lifecycle
One customer, the whole RV lifecycle Camplify and Xchange together keep customers in the group at every stage of RV ownership — and Club Camplify keeps them with us between stages. al use only 01 02 03 04 Try Buy Rent Sell Rent an RV on Camplify — Purchase with confidence Offset ownership by renting
Slide 30: Key takeaways
Key takeaways al use only 01 02 Improved underlying profitability models Technology enabled and optimised FY26 was a strong focus on the businesses profitability models. H2 Through a focus on automation, data, and technology development proven the significant development towards to correct operation
Slide 31: Appendix
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Slide 32: Key risks: platform and technology
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 active. The Company’s business relies on both Hirers utilising the platform and on Owners listing RV’s on the platform. The growth of t
Slide 33: Key risks: competition and suppliers (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 have an adverse impact on the financial performance of the Company which in turn, would erode the Company’s revenue and market share. Exi
Slide 34: Key risks: compliance with laws (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 and regulations generally may be enacted, or existing laws and regulations may be amended in such a way that impose obligati
Slide 35: Thank you
al use only Thank you
Slide 36: Disclaimer & important notices
Disclaimer & important notices 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 #647 333 962 (Camplify or the C
Slide 37: 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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