Camplify Holdings Ltd. · ASX:CHL
Camplify — H1 FY2026 Earnings Presentation
30 slides from Camplify's earnings presentation, Feb 26, 2026
Slide 1: Camplify Holdings 1H FY26 Results and Presentation
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 26 February 2026 Camplify Holdings 1H FY26 Results and Presentation Summary; ● Camplify Holdings Limited (“CHL” or “the Company”) releases its Appendix 4D and Interim
Slide 2: Financial and Operational Results
Attached is a copy of the CHL half year results presentation ending 31 December 2025. Financial and Operational Results CHL reported a statutory net loss after tax of $2.93 million for H1 FY26, representing a 62.5% improvement over the $7.81 million loss reported in the prior corresponding period (P
Slide 3: Governance, Transparency, and Going Concern
● CHL completed a $3.21 million capital raise during the period (issuing 10.45 million shares), further strengthening the balance sheet to support strategic growth. Governance, Transparency, and Going Concern During the half, the Company proactively completed a deep dive into its European insurance
Slide 4: For further information please contact
● B2B Program Expansion: CHL has secured a new temporary accommodation contract with the Victorian Government (Homes Victoria) covering 14 LGAs following the January 2026 bushfires, with an initial order of 50 vans and expectations of around 200 applications. -- END — For further information please
Slide 5: FY26 Half Year Results
FY26 FY26 Half Year Results Official Presentation Justin Hales, CEO Brett Edwards, CFO
Slide 6: CEO Summary
CEO Summary CEO Summary H1FY26 focused on CHL Optimisation of operations and systems with a bottom line first approach. ● Key Outcomes: ○ Improved bottom line results; +$5m swing in bottom line result from pcp ○ Cash improvement; Closed the period with $23.2m up from $8.4m pcp ○ Conversion Metrics I
Slide 7: Key financial information
FY26 Key financial information
Slide 8: CEO Summary - H1 FY26 Performance
CFO Summary CEO Summary - H1 FY26 Performance We are pleased to report a period of Financial Metrics H1 FY26 H1 FY25 substantial stabilisation and operational progress, marked by a dramatic improvement Gross transaction value (GTV) ($m) 54.6 65.4 in our bottom-line results Booking & Listing fees ($m
Slide 9: CFO Summary
CFO Summary Income Statement - Path to Profitability Income Statement We have successfully transitioned to a leaner, more efficient operating model, resulting in a 62% reduction in statutory net loss. $ Millions H1 FY26 H1 FY25 Revenue Stability: CHL recorded revenue of $19.056m, maintaining Revenue
Slide 10: Cash Flow & Capital Position
CFO Summary Cash Flow & Capital Position Cash Flow Statement Strong Cash Reserves: As of 31 December 2025, the group holds $23.178m in cash and cash equivalents, reflecting disciplined cash $ Millions H1 FY26 H1 FY25 management during the lead up to the busy Australian and New Cash flow from operati
Slide 11: Key metrics
FY26 Key metrics
Slide 12: Segment performance
Segment performance ANZ Resilience: H1 FY2026 H1 FY2025 while the Australian market faced macroeconomic Bookings GTV Revenue Bookings GTV Revenue headwinds that reduced GTV, the "membership-first" (A$’000) (A$’000) (A$’000) (A$’000) strategy and improved take-rates in New Zealand ensures the dominan
Slide 13: Market performance
Market performance Steady Supply Growth: The total number of RVs Hirers’ Metrics Owners’ Metrics available on the platform grew to 34,449, representing a stable supply base despite H1 FY26 H1 FY25 H1 FY26 H1 FY25 broader macroeconomic headwinds. Number of new customers 48,996 52,522 Total number of
Slide 14: Future bookings $34.2m
Future bookings ● Future bookings are bookings that have been booked and paid for via the Camplify platform. ● These take place in the future generally within the next 12 H1 FY26 months. GTV and revenue is only reported once the $34.2m booking starts. ● These numbers provide an indication of pipelin
Slide 15: Business improvements & Update
FY26 Business improvements & Update
Slide 16: JB Group Partnership
Partnership Summary 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 services depots at key lo
Slide 17: Program Performance
Insurance & Mutual Performance 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 growing this base in H2 as
Slide 18: B2B TAP Program
B2B TAP Program TAP Program H1 FY26 Summary ● Reconstruction NSW engaged Camplify during the $2.382m GTV half for 2 x weather events so far this FY. The Mid -36% pcp North Coast floods covering 26 LGAs and the NSW Bushfires covering 3 LGAs. This resulted in 19 placed vans under the ‘At Home Caravan’
Slide 19: 1HFY26 Focus and Development
1HFY26 Focus and Development
Slide 20: Outlook & priorities
Future outlook Outlook & priorities The CHL focus for H2FY26 is centered around efficient acceleration at bottom line contribution margins. In the last 12 months CHL has focused on business improvement and effectiveness. This has achieved business efficiency and improved bottom line result Technolog
Slide 21: Our Board
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 17 17
Slide 22: Our Executive Team
Our Executive Team Justin Hales Brett Edwards Jeremy Gupta Sato Howard Chief Executive Officer Chief Financial Officer Chief Technology Officer Chief Marketing Officer and Executive Director 18 18
Slide 23: Key takeaways
Summary & appendix 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 the period with $23.2m
Slide 24: Thank you
2026 Thank you
Slide 25: Appendix
FY26 Appendix
Slide 26: 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 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 27: Key risks (cont’d)
Key risks (cont’d) 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 s
Slide 28: Key risks (cont’d)
Key risks (cont’d) Compliance with laws and 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 may be enacted, or existing laws regulations generally and regulations may be amended in such a way that impose
Slide 29: 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 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