Camplify Holdings Limited (CHL) Q4 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:03.394 Good morning everyone and welcome to the Camplify Holdings 00:00:03.394 -- 00:00:08.358 FY25 results call. I'd like to pay our respects to the traditional owners and elders 00:00:08.358 -- 00:00:13.862 past and present. Camplify Holdings is a proud Newcastle original company 00:00:13.862 -- 00:00:16.584 built on the lands of the Awabakal people. 00:00:16.584 -- 00:00:19.086 I'm Justin Hales, CEO and founder of Camplify. 00:00:19.086 -- 00:00:23.068 Joining me today is Brett Edwards, our CFO. 00:00:23.354 -- 00:00:29.157 FY25 was a truly pivotal year for Camplify Holdings, marking a decisive strategic refocus 00:00:29.157 -- 00:00:33.378 to ensure future sustainable profitability. 00:00:33.378 -- 00:00:37.440 After facing challenges in the first half, we implemented a clear strategic focus on 00:00:37.440 -- 00:00:42.683 marketing spend efficiency, automation for reduced employee costs, and greater control 00:00:42.683 -- 00:00:46.864 over our insurance products. This has led to a significant improvement in the second 00:00:46.864 -- 00:00:52.007 half of FY25, demonstrating an enhanced operational efficiency and stabilised 00:00:52.007 -- 00:00:53.904 cost base. 00:00:53.904 -- 00:00:58.228 Our achievements in the second half are clear indicators of our strategic effectiveness. 00:00:58.228 -- 00:01:03.693 We have dramatically improved our marketing efficiency, reducing our spend from 27% 00:01:03.693 -- 00:01:08.517 of revenue in H1 to a highly efficient 9% in H2. 00:01:08.517 -- 00:01:12.660 We have also optimised our operational structure and reduced our employee costs, which 00:01:12.660 -- 00:01:16.582 decreased from 42% of revenue in H1 to 35%. 00:01:17.604 -- 00:01:22.608 in H2, a result of automation and centralised roles, w...