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Blu Label Unlimited Group LimitedJSE:BLU Stock Report

Market Cap R8.0b
Updated 1h ago
Share Price
n/a
1Y-32.4%
7D0.5%
1D1.6%
Portfolio Value
​
View

Blu Label Unlimited Group Limited

JSE:BLU Stock Report

Market Cap: R8.0b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Blu Label Unlimited Group (BLU) Stock Overview

Provides prepaid products and distributes virtual electronic merchandise in South Africa and internationally. More details

BLU fundamental analysis
Snowflake Score
Valuation2/6
Future Growth0/6
Past Performance0/6
Financial Health2/6
Dividends2/6

Risk Analysis

Dividend of 6.1% is not well covered by earnings or free cash flows

Earnings have declined by 51.6% per year over past 5 years


BLU Community Fair Values

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Current Price
R8.78Fairly Valued intrinsic discount
%/yr
Decrease
Increase
PastFuture-7b27b2016201920222025202620282031Revenue R10.3bEarnings R1.1b
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Blu Label Unlimited Group Limited Competitors

Telkom SA SOC

Symbol: JSE:TKG
Market cap: R27.7b

Cell C Holdings

Symbol: JSE:CCD
Market cap: R8.2b

BizConf TelecomLtd

Symbol: SZSE:300578
Market cap: CN¥3.2b

ATN International

Symbol: NasdaqGS:ATNI
Market cap: US$448.9m

Price History & Performance

Summary of share price highs, lows and changes for Blu Label Unlimited Group
Historical stock prices
Current Share PriceR8.78
52 Week HighR13.60
52 Week LowR7.47
Beta0.74
1 Month Change2.21%
3 Month Change1.74%
1 Year Change-32.36%
3 Year Change209.15%
5 Year Change71.48%
Change since IPO2.09%

Recent News & Updates

Recent updates

Analysis Article • Sep 04

We Don’t Think Blue Label Telecoms' (JSE:BLU) Earnings Should Make Shareholders Too Comfortable

Investors appear disappointed with Blue Label Telecoms Limited's ( JSE:BLU ) recent earnings, despite the decent...
Analysis Article • Aug 30

Slammed 26% Blue Label Telecoms Limited (JSE:BLU) Screens Well Here But There Might Be A Catch

The Blue Label Telecoms Limited ( JSE:BLU ) share price has softened a substantial 26% over the previous 30 days...
Analysis Article • Jul 19

Blue Label Telecoms (JSE:BLU) Might Be Having Difficulty Using Its Capital Effectively

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analysis Article • May 17

Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected

Blue Label Telecoms Limited ( JSE:BLU ) shares have continued their recent momentum with a 31% gain in the last month...
Analysis Article • Apr 10

Does Blue Label Telecoms (JSE:BLU) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article • Feb 28

Blue Label Telecoms (JSE:BLU) Will Want To Turn Around Its Return Trends

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysis Article • Feb 13

Blue Label Telecoms Limited's (JSE:BLU) 29% Price Boost Is Out Of Tune With Earnings

Blue Label Telecoms Limited ( JSE:BLU ) shareholders have had their patience rewarded with a 29% share price jump in...
Analysis Article • Oct 11

Here's Why Blue Label Telecoms (JSE:BLU) Is Weighed Down By Its Debt Load

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article • Mar 24

Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 28% But Many Are Still Ignoring The Company

Blue Label Telecoms Limited ( JSE:BLU ) shareholders would be excited to see that the share price has had a great...
Analysis Article • Nov 28

We Think Blue Label Telecoms (JSE:BLU) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article • Feb 23

Does Blue Label Telecoms (JSE:BLU) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article • Nov 18

It's Unlikely That Blue Label Telecoms Limited's (JSE:BLU) CEO Will See A Huge Pay Rise This Year

CEO Mark Levy has done a decent job of delivering relatively good performance at Blue Label Telecoms Limited ( JSE:BLU...
Analysis Article • Jul 08

Estimating The Intrinsic Value Of Blue Label Telecoms Limited (JSE:BLU)

In this article we are going to estimate the intrinsic value of Blue Label Telecoms Limited ( JSE:BLU ) by projecting...
Analysis Article • Mar 14

Improved Earnings Required Before Blue Label Telecoms Limited (JSE:BLU) Stock's 26% Jump Looks Justified

Despite an already strong run, Blue Label Telecoms Limited ( JSE:BLU ) shares have been powering on, with a gain of 26...
Analysis Article • Mar 02

Why Blue Label Telecoms' (JSE:BLU) Earnings Are Better Than They Seem

Investors signalled that they were pleased with Blue Label Telecoms Limited's ( JSE:BLU ) most recent earnings report...

Shareholder Returns

BLUZA TelecomZA Market
7D0.5%1.4%-0.01%
1Y-32.4%16.5%10.6%

Return vs Industry: BLU underperformed the ZA Telecom industry which returned 16.7% over the past year.

Return vs Market: BLU underperformed the ZA Market which returned 11.8% over the past year.

Price Volatility

Is BLU's price volatile compared to industry and market?
BLU volatility
BLU Average Weekly Movement4.7%
Telecom Industry Average Movement4.3%
Market Average Movement4.5%
10% most volatile stocks in ZA Market11.2%
10% least volatile stocks in ZA Market2.5%

Stable Share Price: BLU has not had significant price volatility in the past 3 months compared to the ZA market.

Volatility Over Time: BLU's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20011,123Mark Levywww.bluelabeltelecoms.co.za

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 provides 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 for mobile services and water, as well as distributes prepaid SIM cards, and mobile devices and accessories.

Blu Label Unlimited Group Limited Fundamentals Summary

How do Blu Label Unlimited Group's earnings and revenue compare to its market cap?
BLU fundamental statistics
Market capR7.97b
Earnings (TTM)-R4.88b
Revenue (TTM)R13.90b
0.6x
P/S Ratio
-1.6x
P/E Ratio

Is BLU overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BLU income statement (TTM)
RevenueR13.90b
Cost of RevenueR10.85b
Gross ProfitR3.05b
Other ExpensesR7.93b
Earnings-R4.88b

Last Reported Earnings

May 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-5.38
Gross Margin21.95%
Net Profit Margin-35.13%
Debt/Equity Ratio234.4%

How did BLU perform over the long term?

See historical performance and comparison

Dividends

6.1%
Current Dividend Yield
-10%
Payout Ratio

Does BLU pay a reliable dividends?

See BLU dividend history and benchmarks
When do you need to buy BLU by to receive an upcoming dividend?
Blu Label Unlimited Group dividend dates
Ex Dividend DateSep 16 2026
Dividend Pay DateSep 21 2026
Days until Ex dividend6 days
Days until Dividend pay date11 days

Does BLU pay a reliable dividends?

See BLU dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/10 09:37
End of Day Share Price 2026/09/09 00:00
Earnings2026/05/31
Annual Earnings2026/05/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Blu Label Unlimited Group Limited is covered by 4 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jaap MeijerArqaam Capital Research Offshore S.A.L.
Ian BrinkArqaam Capital Research Offshore S.A.L.
Guy PeddyMacquarie Research

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