Camplify Holdings reported a return to profitability in its fiscal year 2026, with group EBITDA swinging to a positive $0.3 million from a restated loss of $10.4 million in the prior year. The company’s shares rose 8.93% to $0.31 following the presentation, building on earlier intraday gains of 12.5%.
Full-year revenue declined 6.8% to $39.2 million as management reduced lower-margin activities, but gross profit margin improved to 63% from 58% in FY25. Operating expenses fell 29.5% to $24.6 million, driven by cuts in employee benefits and marketing costs. The statutory net loss after tax narrowed 96% to $0.8 million, compared with a $16.5 million loss in FY25. Cash at year-end totaled $10.0 million with no debt, while net assets stood at $41.3 million.
Second-half performance showed further improvement, with EBITDA reaching $3.5 million, net profit after tax of $2.3 million, and an EBITDA margin of 17%. The full-year EBITDA margin improved to 1% from -25% in FY25. Employee benefits expense dropped by $3.7 million to $12.4 million, with marketing spend falling $3.2 million to $4.2 million.
The company’s insurance program, MyWay Mutual, processed 2,447 claims totaling $2.7 million with a 99% approval rate and a loss ratio of 68%. The program delivered approximately $2 million in annual savings compared with the prior external model, with an average claims turnaround time of 85 days. The Camplify Xchange marketplace featured 1,200+ listings since launch, including 493 live listings and 12 dealer partners.
Geographic performance varied, with Australia generating 41,036 bookings and $25.1 million in revenue, while New Zealand saw 8,194 bookings and $6.5 million in revenue. The United Kingdom and Germany reported declines in bookings and revenue. A demand shock in the final quarter, linked to Middle East tensions and fuel supply uncertainty, caused gross total volume to fall 30% and bookings to drop 28%. Future bookings stood at $19.0 million as of August 24, 2026, recovering $2.25 million since June 30.
Camplify secured a three-year partnership with JB Group, under which all new vans from JB Group brands will include a complimentary three-year Club Camplify bundle. The partnership also involved a $3.2 million placement and a board seat for JB Group.
