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Camplify Holdings Ltd
ASX:CHL

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Camplify Holdings Ltd
ASX:CHL
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Price: 0.235 AUD 4.44% Market Closed
Market Cap: AU$19.3m

Camplify Holdings Ltd
Investor Relations

Camplify Holdings Ltd. operates in the RV rental market. The firm offers peer-to-peer digital marketplace platforms connecting recreational vehicle (RV) owners to hirers. The company builds a platform that delivers an experience for consumers and RV hirers to connect with RV owners and small and medium-sized enterprises (SMEs) with a fleet of RVs. The company also operates across the United Kingdom, New Zealand and Spain. The company provides campervan, motorhome and caravan sharing communities. The firm connects holidaymakers with neighborhood vans that are available to hire for their next outdoor adventure. The company works with manufacturers and enables customers to order direct and creates a landscape for customers. Its products include 4*4 rentals and RV ordering platform.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Feb 26, 2026
AI Summary
Q2 2026

Bottom Line Turnaround: Camplify reduced its statutory net loss after tax by 62% to $2.9 million, a $5 million improvement over last year.

Operating Cash Flow: The company generated $12.18 million in positive operating cash inflow, reversing a $1.76 million outflow last year.

Revenue Resilience: Revenue remained steady at $19.1 million despite a drop in gross transaction value (GTV) to $54.6 million from $65.4 million.

Margin Focus: Take rate improved to 26.9%, up from 24.9%, as the company shifted to high-margin bookings and cut inefficient marketing spend.

Cost Reductions: Marketing expenses were cut from $5.4 million to $2 million and employee benefits from $8.3 million to $6.6 million.

German Growth: Revenue in Germany grew 30% to $2.73 million.

Future Bookings: $34.2 million in future bookings as of December 31, 2025, with strong January performance.

Tech & AI: AI-driven customer service achieved a 95% first level resolution rate, with plans to roll out across the business.

Strategic Partnerships: New managed service depots with JB Group and growing government accommodation programs expected to boost second half results.

Key Financials
Statutory Net Loss After Tax
$2.9 million
Operating Cash Inflow
$12.18 million
Cash Balance
$23.178 million
Gross Transaction Value (GTV)
$54.6 million
Revenue
$19.1 million
Take Rate
26.9%
Average Booking Value
$1,612
Marketing Expenses
$2 million
Employee Benefits Expense
$6.6 million
Germany Revenue
$2.73 million
Future Bookings
$34.2 million
Premium Membership Revenue
$4.3 million
Gross Profit Margin on Premium Membership
33.3%
Loss Ratio (Myway Mutual)
49.6%
Number of Vehicles on Platform
34,449
Number of Bookings
33,869
Premium Membership Vehicles
5,064
AI Customer Service First Level Resolution Rate
95%
Other Earnings Calls
2026

Management

Mr. Justin Hales
Founder, CEO, MD & Executive Director
No Bio Available
Ms. Andrea MacDougall
Chief Financial Officer
No Bio Available
Mr. Stephen Short
Chief Operations Officer
No Bio Available
Mr. Jonathan Milgate
Chief Technology Officer
No Bio Available
Mr. Josh Fischer
Chief Revenue Officer
No Bio Available
Ms. Marie Carponi
Head of Europe & UK
No Bio Available
Mr. Shaun Mahony B.Com., C.A., M.A.I.C.D.
Company Secretary
No Bio Available

Contacts

Address
NEW SOUTH WALES
Contacts
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