AGM - Chair and CEO Address to Shareholders

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Stock Camplify Holdings Ltd (CHL.ASX)
Release Time 12 Nov 2025, 9:54 a.m.
Price Sensitive Yes
 Camplify Holdings Ltd Delivers Strategic Transition and Consolidation
Key Points
  • Completed technical integration of PaulCamper platform onto core technology stack
  • Executed significant Group-wide cost reduction program delivering $4.6M in annualized savings
  • Launched proprietary member-backed protection solution MyWay Mutual in Australia and New Zealand
Full Summary

Camplify Holdings Ltd (ASX: CHL) has undergone a strategic transition and consolidation in FY25, facing headwinds from challenging macroeconomic conditions and the disruption caused by the final phases of integrating the PaulCamper platform onto the company's core technology stack. The Board and management team reacted decisively, executing a significant Group-wide cost reduction program that delivered $4.6 million in annualized operational savings. This disciplined approach led to a material improvement in the second half, with the EBITDA loss narrowing to $2.6 million. The most significant strategic milestone was the successful launch of the proprietary member-backed protection solution, MyWay Mutual, in Australia and New Zealand, which is expected to materially improve the company's gross profit margin on membership-related revenue to an estimated 28% in the coming year. The Board has also been focused on strengthening the internal structures and executive leadership to match the scale of the company's global ambitions. The priorities for FY26 are to deliver an EBITDA positive result, generate positive cash flow, and aggressively scale the MyWay membership program across all core markets.

Guidance

Camplify expects the launch of the MyWay Mutual member-backed protection solution to materially improve the company's gross profit margin on membership-related revenue to an estimated 28% in the coming year.

Outlook

In FY26, Camplify is focused on delivering EBITDA positive results, generating positive cash flow, continuing the rollout of the MyWay membership program, and driving cost-effective growth in core markets. The company is also leveraging strategic alliances, such as the new partnership with the JB Group, to accelerate its growth strategy.