Camplify Holdings (ASX:CHL) Gains 9.09% as Marketplace Metrics Hold Up Through a Volatile FY26

Aditi Sarkar

18 August 2026 03:08 PM AEST

Camplify Holdings (ASX:CHL) Gains 9.09% as Marketplace Metrics Hold Up Through a Volatile FY26

Image Source: Shutterstock

You are reading a free article with opinions that may differ from the recommendation given by Kalkine in its paid research reports. Become a Kalkine member today to get access to our research reports, in-depth technical and fundamental research. Learn more

Start Your Free Trial Now!

Highlights

Camplify Holdings (ASX:CHL) gained 9.09% as FY26 marketplace performance remained in focus.
The March-quarter update showed Operating Cash Flow of negative AUD 7.5mn, reflecting seasonal settlement outflows.
Management said core operating metrics were ahead of internal budget expectations for the quarter.
Forward bookings were affected by weaker travel Demand linked to geopolitical disruption.

Camplify Holdings (ASX:CHL) has gained 9.09% as the RV marketplace heads toward its FY26 result after a mixed year of operational progress and travel-market volatility. The March-quarter update showed the familiar seasonal cash-flow swing that comes with settlement of peak Australian and New Zealand summer bookings, while management indicated core operating metrics were ahead of budget. The larger question is whether marketplace growth can offset softer forward bookings and convert into a more sustainable cash profile.

Seasonality Still Shapes Cash Flow

Operating cash flow for the March quarter was approximately negative AUD 7.5mn, largely reflecting the timing of summer-holiday booking settlements.

That seasonal pattern means a single quarter can look weak on cash even when marketplace activity is progressing, making full-year conversion more important than one period alone.

Core Metrics Held Up Better Than Budget

Management indicated that key operating measures were ahead of internal expectations during the quarter. That gives some support to the underlying marketplace model despite a difficult external travel backdrop.

Forward Bookings Remain the Pressure Point

The company flagged a decline in forward bookings following geopolitical disruption. Camplify’s exposure to discretionary travel means booking trends can move quickly with consumer confidence, transport conditions and international events.

What to Watch

FY26 results, gross transaction value, booking growth, cash conversion and management’s FY27 outlook are the main items to monitor.

Risks

Camplify remains exposed to discretionary travel demand, competition, seasonal cash flows and the cost of maintaining a multi-country marketplace.

FAQs

Q:What does Camplify operate?

A:It runs peer-to-peer and managed recreational-vehicle rental marketplaces across several countries.

Q:Why was March-quarter cash flow negative?

A:Seasonal settlement outflows associated with summer bookings were a major factor.

Q:Were operating metrics weak?

A:Management said core metrics were ahead of internal budget expectations for the quarter.

Q:What is the next key update?

A:FY26 results and the FY27 outlook are the main next checkpoints.

Download Free Report – Explore 3 Stock Ideas & Industry Insights

Unlock 3 stock ideas and key industry insights in our free report. This information is general in nature and does not consider your personal objectives, financial situation, or needs. It is not financial advice.

All investments involve risk—consider independent advice before making any investment decisions.

View 3 Research Reports

Disclaimer:

This article (“Article”) has been prepared by Kalkine Pty Limited (ABN 34 154 808 312) (Australian financial services licence number 425376) (“Kalkine”) and its related bodies corporate who are authorised to provide general financial product advice. Kalkine.com.au and its associated pages are published by Kalkine.

Any information/advice provided in this article is general in nature and does not take into account your objectives, financial situation or needs. You should therefore consider whether the information is appropriate for your objectives, financial situation and needs before acting upon it.

There may be a Product Disclosure Statement, Information Memorandum or other offer document (“Offer Document”) for the securities or other financial products referred to in Kalkine articles. You should obtain a copy of the Offer Document and consider it before making any decision about whether to acquire the security or financial product.

Kalkine strongly recommends that you seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) before acting on any advice/information in this Article or on the Kalkine website. Not all investments are appropriate for all people.

The information in this Article and on Kalkine website has been prepared from a wide variety of sources, which Kalkine, to the best of its knowledge and belief, considers accurate. Kalkine has made every effort to ensure the reliability of the information contained in its articles (including this Article), newsletters and websites. All information represents our views at the date of publication and may change without notice.

The information in this Article does not constitute an offer to sell securities or other financial products or a solicitation of an offer to buy securities or other financial products.

Kalkine does not issue, sell or deal in any financial products.

This Article may contain information on past performance of particular investments. Please note past performance is neither an indicator nor a guarantee of future performance.

To the extent permitted by law, and excluding any dishonesty or gross negligence by Kalkine, Kalkine disclaims and excludes all liability for any direct, indirect, implied, punitive, special, incidental or other consequential loss or damage arising from the use of or reliance on this Article, the Kalkine website and any information published on the Kalkine website without any warranties or representations by Kalkine to you. To the extent the law prohibits or limits this exclusion, Kalkine limits its liability to the resupply of services.

Please also read our Terms & Conditions and Financial Services Guide for further information.

Employees and/or associates of Kalkine and its related entities may hold interests in the securities or other financial products covered in this Article or on the Kalkine website. Any such employees and associates are required to comply with certain safeguards, procedures and disclosures as required by law.

Some of the images/music that may be used in the Article are copyright to their respective owner(s). Kalkine does not claim ownership of any of the pictures displayed/music used in the Article unless stated otherwise. The images/music that may be used in the Article are taken from various sources on the internet, including paid subscriptions or are believed to be in public domain. We have used reasonable efforts to accredit the source wherever it was indicated or was found to be necessary.

Kalkine Media Pty Ltd, an affiliate of Kalkine Pty Ltd, may have received, or be entitled to receive, financial consideration in connection with providing information about certain entity(s) covered on its website.