Camplify Holdings Ltd. · ASX:CHL
Camplify — 1st Australian Microcaps Investment Conference Sydney (May 2026)
30 slides from Camplify's conference presentation, May 11, 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 ASX Announcement 11 May 2026 Camplify CEO presents at 1st Australian Microcap Investment Conference Sydney For personal use only Camplify Holdings Limited (ASX: CHL) Chief Executive Of
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 About CHL Camplify Holdings Limited (ASX:CHL) is in the business of elevating outdoor experiences through innovative and scalable tech solutions. Composed of Camplify, MyWay and PaulCa
Slide 3: 1st Australian Microcap Investment Conference Sydney
For personal use only 1st Australian Microcap Investment Conference Sydney Official Presentation Justin Hales, CEO
Slide 4: 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 5: Introduction to CHL
For personal use only Introduction to CHL
Slide 6: 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 7: Countries of operation
For personal use only New Australia The UK Zealand Spain Germany Netherlands Austria
Slide 8: 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 9: Overview
For personal use only Overview Camplify was Camplify is now Global expansion Camplify has paid Over 1000 van co-founded in 2015 the largest RV has seen Camplify over $50million in rental businesses in Newcastle, sharing become a global hire income to our have started with Australia community in plat
Slide 10: 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 11: 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 12: Improving customer experience
Improving customer experience For personal use only Marketplace performance AI-powered capabilities ● One global platform ● Analyse consolidated data to identify patterns and opportunities ● Standardised processes, providing consistent global experience ● Forecast future outcomes and demand fluctuat
Slide 13: Why RV
For personal use only RV Owners Hirers Why RV Monetise underutilised assets Rent assets short term, on-demand Top owners earn over $59,000 per annum for See immediate availability of all RVs their RV with the average earning over $8,700 with many for under $100 per day owners and SMEs can offer a fl
Slide 14: Our Board
For personal use only Our Board 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 12 12
Slide 15: Our Executive Team
For personal use only Our Executive Team Justin Hales Brett Edwards Jeremy Gupta Sato Howard Chief Executive Officer Chief Financial Officer Chief Technology Officer Global Head of Marketing and Executive Director 13 13
Slide 16: Grow Total Members
Grow Total Members For personal use only Grow Core Revenue Focus on Members ● Grow core customers including fleet ● Camper+ is a core strategy in and hiring members development of markets ● A global target of 28% take rate ● Establish more complementary products ● Build recurring revenue through 3-5
Slide 17: FY26 Business improvements & Update
FY26 For personal use only Business improvements & Update
Slide 18: Partnership Summary
Partnership Summary For personal use only JB Group Partnership Camplify entered into a strategic services agreement with JB Group at the end of October 2025. The agreement encompasses the following key provisions including: ● Club Camplify membership promotion, implementation of Camplify managed ser
Slide 19: Insurance & Mutual Performance
Insurance & Mutual Performance For personal use only Program Performance ANZ ● The Myway mutual was rolled out in May 2025. Despite a spike in churn due to the change in policies the member numbers have recovered and December closed with 4970 members (-3.7% pcp). This provides a foundation for growi
Slide 20: Focus and Development
For personal use only Focus and Development
Slide 21: Base Right
For personal use only Base Right Revenue Quality Improving ● Take rate up ~2pp YoY; GP margins expanded ● Average booking value resilient at $1,612 ● AER take-up at 55%; Premium Membership churn reducing ● Australia $12.5m revenue; Germany revenue improved on consolidated platform ● Deliberate conso
Slide 22: Ready to accelerate
For personal use only Ready to accelerate Technology & AI ● AI voice agents rolling out globally for faster customer resolution ● Continued automation reducing friction and manual tasks across the platform Insurance & Mutual Expansion ● Full-year ANZ Mutual portfolio result enabling further rollout
Slide 23: Summary & appendix: Key takeaways
Summary & appendix For personal use only Key takeaways 01 02 Improved underlying business structure Myway pillar delivering outcomes Improved bottom line results; +$5m swing in bottom line result from The investment CHL has made into the Myway rollout in Australia has pcp. Cash improvement, closed t
Slide 24: Summary & appendix
For personal use only Summary & appendix
Slide 25: Key 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 26: Key risks (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 27: Key risks (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 28: Thank you
For personal use only Thank you
Slide 29: 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 30: 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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