Blue Label Telecoms Ltd

JSE:BLU South Africa Telecom Services
Market Cap
$433.41 Million
ZAC815.53 Billion ZAC
Market Cap Rank
#31493 Global
#68 in South Africa
Share Price
ZAC907.00
Change (1 day)
-4.73%
52-Week Range
ZAC685.00 - ZAC1704.00
All Time High
ZAC2127.51
Categories
Companies in South Africa Telecom Services
About

Blu Label Unlimited Group Limited provides prepaid products and distributes virtual electronic merchandise in South Africa and internationally. It operates through Africa Distribution, International, and Solutions segments. The company offers voucher or PIN-based airtime, and PIN-less or direct top-up airtime; UniPIN, a PIN-based prepaid electricity voucher; and other various electronic vouchers … Read more

Blue Label Telecoms Ltd (BLU) - Net Assets

Latest net assets as of May 2025: ZAC7.64 Billion ZAC

Based on the latest financial reports, Blue Label Telecoms Ltd (BLU) has net assets worth ZAC7.64 Billion ZAC as of May 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (ZAC19.77 Billion) and total liabilities (ZAC12.13 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets ZAC7.64 Billion
% of Total Assets 38.62%
Annual Growth Rate 17.51%
5-Year Change 136.14%
10-Year Change 68.93%
Growth Volatility 84.23

Blue Label Telecoms Ltd - Net Assets Trend (2007–2025)

This chart illustrates how Blue Label Telecoms Ltd's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Blue Label Telecoms Ltd (2007–2025)

The table below shows the annual net assets of Blue Label Telecoms Ltd from 2007 to 2025.

Year Net Assets Change
2025-05-31 ZAC7.64 Billion +49.35%
2024-05-31 ZAC5.11 Billion +15.15%
2023-05-31 ZAC4.44 Billion +6.02%
2022-05-31 ZAC4.19 Billion +29.51%
2021-05-31 ZAC3.23 Billion +30.11%
2020-05-31 ZAC2.49 Billion -0.26%
2019-05-31 ZAC2.49 Billion -73.79%
2018-05-31 ZAC9.51 Billion +89.96%
2017-05-31 ZAC5.00 Billion +10.73%
2016-05-31 ZAC4.52 Billion +15.35%
2015-05-31 ZAC3.92 Billion +11.18%
2014-05-31 ZAC3.52 Billion +8.67%
2013-05-31 ZAC3.24 Billion +11.27%
2012-05-31 ZAC2.91 Billion -1.39%
2011-05-31 ZAC2.96 Billion +11.29%
2010-05-31 ZAC2.66 Billion +18.33%
2009-05-31 ZAC2.24 Billion +17.01%
2008-05-31 ZAC1.92 Billion +358.82%
2007-05-31 ZAC418.02 Million --

Equity Component Analysis

This analysis shows how different components contribute to Blue Label Telecoms Ltd's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 4308.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (May 2025)

Component Amount Percentage
Retained Earnings ZAC2.82 Billion 37.24%
Common Stock ZAC7.58 Billion 100.26%
Other Comprehensive Income ZAC-2.84 Billion -37.50%
Total Equity ZAC7.56 Billion 100.00%

Blue Label Telecoms Ltd Competitors by Market Cap

The table below lists competitors of Blue Label Telecoms Ltd ranked by their market capitalization.

Company Market Cap
Free Flow Inc
OTCQB:FFLO
 		$4.70 Million
Timberwell Bhd
KLSE:7854
 		$4.70 Million
Phapros Tbk PT
JK:PEHA
 		$4.70 Million
Crown Lifters Limited
NSE:CROWN
 		$4.70 Million
SAG Holdings Limited
NASDAQ:SAG
 		$4.70 Million
Mills Music Trust
PINK:MMTRS
 		$4.70 Million
Sweet Earth Holdings Corporation
PINK:SEHCF
 		$4.70 Million
Brait SE
JSE:BAT
 		$4.70 Million

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Blue Label Telecoms Ltd's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 5,009,684,000 to 7,560,402,000, a change of 2,550,718,000 (50.9%).
  • Net income of 2,484,243,000 contributed positively to equity growth.
  • Share repurchases of 1,202,000 reduced equity.
  • Other comprehensive income increased equity by 48,345,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income ZAC2.48 Billion +32.86%
Share Repurchases ZAC1.20 Million -0.02%
Other Comprehensive Income ZAC48.34 Million +0.64%
Other Changes ZAC19.33 Million +0.26%
Total Change ZAC- 50.92%

Book Value vs Market Value Analysis

This analysis compares Blue Label Telecoms Ltd's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 108.28x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 1187.52x to 108.28x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2007-05-31 ZAC0.76 ZAC907.00 x
2008-05-31 ZAC3.24 ZAC907.00 x
2009-05-31 ZAC2.94 ZAC907.00 x
2010-05-31 ZAC3.41 ZAC907.00 x
2011-05-31 ZAC3.85 ZAC907.00 x
2012-05-31 ZAC4.07 ZAC907.00 x
2013-05-31 ZAC4.85 ZAC907.00 x
2014-05-31 ZAC5.27 ZAC907.00 x
2015-05-31 ZAC5.87 ZAC907.00 x
2016-05-31 ZAC6.64 ZAC907.00 x
2017-05-31 ZAC7.15 ZAC907.00 x
2018-05-31 ZAC10.87 ZAC907.00 x
2019-05-31 ZAC2.59 ZAC907.00 x
2020-05-31 ZAC2.67 ZAC907.00 x
2021-05-31 ZAC3.52 ZAC907.00 x
2022-05-31 ZAC4.54 ZAC907.00 x
2023-05-31 ZAC4.84 ZAC907.00 x
2024-05-31 ZAC5.57 ZAC907.00 x
2025-05-31 ZAC8.38 ZAC907.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Blue Label Telecoms Ltd utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 32.86%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 17.68%
  • • Asset Turnover: 0.71x
  • • Equity Multiplier: 2.61x
  • Recent ROE (32.86%) is above the historical average (1.01%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2007 38.03% 1.23% 4.53x 6.79x ZAC80.95 Million
2008 10.88% 1.66% 3.89x 1.69x ZAC16.83 Million
2009 16.20% 2.39% 3.94x 1.72x ZAC139.63 Million
2010 14.07% 2.14% 3.83x 1.72x ZAC105.67 Million
2011 14.67% 2.39% 3.55x 1.73x ZAC137.34 Million
2012 14.98% 2.34% 3.79x 1.69x ZAC145.74 Million
2013 13.04% 2.24% 3.32x 1.76x ZAC98.98 Million
2014 12.72% 2.32% 2.98x 1.84x ZAC96.25 Million
2015 14.79% 2.62% 3.14x 1.80x ZAC187.17 Million
2016 15.48% 2.64% 3.59x 1.64x ZAC244.85 Million
2017 15.94% 2.99% 3.03x 1.76x ZAC293.23 Million
2018 10.63% 3.71% 1.49x 1.92x ZAC58.65 Million
2019 -280.53% -25.69% 2.14x 5.10x ZAC-6.88 Billion
2020 5.10% 0.59% 2.04x 4.24x ZAC-119.58 Million
2021 25.97% 4.41% 1.64x 3.58x ZAC510.78 Million
2022 25.13% 5.77% 1.34x 3.26x ZAC618.30 Million
2023 6.21% 1.42% 1.29x 3.40x ZAC-163.82 Million
2024 12.92% 4.43% 0.96x 3.02x ZAC146.42 Million
2025 32.86% 17.68% 0.71x 2.61x ZAC1.73 Billion

Industry Comparison

This section compares Blue Label Telecoms Ltd's net assets metrics with peer companies in the Telecom Services industry.

Industry Context

  • Industry: Telecom Services
  • Average net assets among peers: $7,562,707,417
  • Average return on equity (ROE) among peers: 5.93%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Blue Label Telecoms Ltd (BLU) ZAC7.64 Billion 38.03% 1.59x $4.70 Million
Telkom (TKG) $15.09 Billion 10.75% 2.55x $15.88 Million
Telemasters Holdings Ltd (TLM) $37.41 Million 1.11% 0.49x $59.24K