Blue Label Telecoms Ltd (BLU) - Net Assets
Based on the latest financial reports, Blue Label Telecoms Ltd (BLU) has net assets worth ZAC7.64 Billion ZAC (≈ $4.06 Million USD) 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 ≈ $10.51 Million USD) and total liabilities (ZAC12.13 Billion ≈ $6.45 Million USD). 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. Check BLU asset liquidity ratio to evaluate the company's liquid asset resilience ratio.
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. Also explore BLU current and non-current assets for the complete picture of this company's asset base.
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. For live valuation and market cap data, see how much is Blue Label Telecoms Ltd worth.
| Year | Net Assets | Change |
|---|---|---|
| 2025-05-31 | ZAC7.64 Billion ≈ $4.06 Million |
+49.35% |
| 2024-05-31 | ZAC5.11 Billion ≈ $2.72 Million |
+15.15% |
| 2023-05-31 | ZAC4.44 Billion ≈ $2.36 Million |
+6.02% |
| 2022-05-31 | ZAC4.19 Billion ≈ $2.23 Million |
+29.51% |
| 2021-05-31 | ZAC3.23 Billion ≈ $1.72 Million |
+30.11% |
| 2020-05-31 | ZAC2.49 Billion ≈ $1.32 Million |
-0.26% |
| 2019-05-31 | ZAC2.49 Billion ≈ $1.32 Million |
-73.79% |
| 2018-05-31 | ZAC9.51 Billion ≈ $5.05 Million |
+89.96% |
| 2017-05-31 | ZAC5.00 Billion ≈ $2.66 Million |
+10.73% |
| 2016-05-31 | ZAC4.52 Billion ≈ $2.40 Million |
+15.35% |
| 2015-05-31 | ZAC3.92 Billion ≈ $2.08 Million |
+11.18% |
| 2014-05-31 | ZAC3.52 Billion ≈ $1.87 Million |
+8.67% |
| 2013-05-31 | ZAC3.24 Billion ≈ $1.72 Million |
+11.27% |
| 2012-05-31 | ZAC2.91 Billion ≈ $1.55 Million |
-1.39% |
| 2011-05-31 | ZAC2.96 Billion ≈ $1.57 Million |
+11.29% |
| 2010-05-31 | ZAC2.66 Billion ≈ $1.41 Million |
+18.33% |
| 2009-05-31 | ZAC2.24 Billion ≈ $1.19 Million |
+17.01% |
| 2008-05-31 | ZAC1.92 Billion ≈ $1.02 Million |
+358.82% |
| 2007-05-31 | ZAC418.02 Million ≈ $222.16K |
-- |
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 |
|---|---|
|
Diplomat Holdings Ltd
TA:DIPL
|
$423.39 Million |
|
TARC Limited
NSE:TARC
|
$423.52 Million |
|
Beijing HuaYuanYiTong Thermal Technology Co Ltd
SHE:002893
|
$423.60 Million |
|
NanJing Sanchao Advanced Materials Co Ltd
SHE:300554
|
$423.67 Million |
|
NationGate Holdings Berhad
KLSE:0270
|
$423.16 Million |
|
Shenzhen Zhongheng Huafa Co Ltd Class A
SHE:000020
|
$423.10 Million |
|
Teck Resources Limited
F:TPT
|
$422.91 Million |
|
Goodwill E Health Info Co Ltd
SHG:688246
|
$422.80 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: 105.77x
- 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 1160.02x to 105.77x 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 | ZAC886.00 | x |
| 2008-05-31 | ZAC3.24 | ZAC886.00 | x |
| 2009-05-31 | ZAC2.94 | ZAC886.00 | x |
| 2010-05-31 | ZAC3.41 | ZAC886.00 | x |
| 2011-05-31 | ZAC3.85 | ZAC886.00 | x |
| 2012-05-31 | ZAC4.07 | ZAC886.00 | x |
| 2013-05-31 | ZAC4.85 | ZAC886.00 | x |
| 2014-05-31 | ZAC5.27 | ZAC886.00 | x |
| 2015-05-31 | ZAC5.87 | ZAC886.00 | x |
| 2016-05-31 | ZAC6.64 | ZAC886.00 | x |
| 2017-05-31 | ZAC7.15 | ZAC886.00 | x |
| 2018-05-31 | ZAC10.87 | ZAC886.00 | x |
| 2019-05-31 | ZAC2.59 | ZAC886.00 | x |
| 2020-05-31 | ZAC2.67 | ZAC886.00 | x |
| 2021-05-31 | ZAC3.52 | ZAC886.00 | x |
| 2022-05-31 | ZAC4.54 | ZAC886.00 | x |
| 2023-05-31 | ZAC4.84 | ZAC886.00 | x |
| 2024-05-31 | ZAC5.57 | ZAC886.00 | x |
| 2025-05-31 | ZAC8.38 | ZAC886.00 | 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: $40,543,801,969
- Average return on equity (ROE) among peers: 5.89%
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 | $423.38 Million |
| MTN Group Ltd (MTN) | $114.98 Billion | 11.96% | 2.18x | $20.07 Billion |
| Telkom (TKG) | $24.16 Billion | -41.27% | 1.47x | $1.57 Billion |
| Telemasters Holdings Ltd (TLM) | $36.21 Million | -5.46% | 0.60x | $3.91 Million |
| Vodacom Group Ltd (VOD) | $23.00 Billion | 58.35% | 2.53x | $14.51 Billion |
About Blue Label Telecoms Ltd
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