Camplify Holdings Limited (CHL) Q4 2026 Earnings Call

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WEBVTT 00:00:03.552 -- 00:00:09.134 12 months ago, we told the market that FY26 would be about one thing, becoming a profit-focused 00:00:09.134 -- 00:00:14.275 organisation first and foremost. Today's result shows that we delivered on that commitment. 00:00:14.275 -- 00:00:19.317 FY26 was a year of two halves. In the first half, we completed the hard structural work, 00:00:19.317 -- 00:00:22.598 the cost reduction programs and scaling of the MyWayMutual. 00:00:22.598 -- 00:00:25.539 In the second half, the reset business delivered. 00:00:25.539 -- 00:00:30.581 Here are the headline numbers. Full year, group EBITDA of $0.3 million. 00:00:30.581 -- 00:00:32.962 A $10.6 million turnaround 00:00:32.962 -- 00:00:36.904 from the $10.4 million loss in FY25. Importantly, half two at EBITDA of $3.5 million 00:00:36.904 -- 00:00:40.464 and a H2 net profit after tax of $2.3 million. 00:00:49.014 -- 00:00:55.816 a $6.3 million EBITDA improvement from the prior corresponding half. 00:00:56.037 -- 00:01:01.220 Statutory net loss after tax reduced 96% to $0.8 million from a restated 00:01:01.220 -- 00:01:04.360 $16.5 million loss PCP. 00:01:07.090 -- 00:01:10.593 We closed with cash of $10 million, no debt. 00:01:10.593 -- 00:01:16.596 PCP cash increased from $8.4 million in FY25. 00:01:16.637 -- 00:01:21.821 Importantly, the second half was profitable through the most significant external shock 00:01:21.821 -- 00:01:26.685 this business has faced. The June quarter escalation in the Middle East and the fuel 00:01:26.685 -- 00:01:28.326 volatility 00:01:28.326 -- 00:01:32.129 followed cut forward bookings by 29% within weeks. 00:01:32.129 -- 00:01:35.871 We stepped down cost immediately, held our margins and remained profitable through the 00:01:35.871 -- 00:01:37.613 quarter. 00:0...