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
Valuation	2/6
Future Growth	0/6
Past Performance	5/6
Financial Health	3/6
Dividends	0/6

Rewards

Price-To-Earnings ratio (4.7x) is below the ZA market (8.9x)

Earnings grew by 283.7% over the past year

Risk Analysis

Interest payments are not well covered by earnings

High level of non-cash earnings

BLU Community Fair Values

Create Narrative

See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Blu Label Unlimited Group Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Blu Label Unlimited Group
Historical stock prices
Current Share Price	R13.06
52 Week High	R18.36
52 Week Low	R4.69
Beta	0.81
1 Month Change	-20.22%
3 Month Change	-1.80%
1 Year Change	172.65%
3 Year Change	107.30%
5 Year Change	295.76%
Change since IPO	51.86%

Recent updates

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

Sep 04

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

Aug 30

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

Jul 19

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

May 17

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

Apr 10

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

Feb 28

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

Feb 13

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

Oct 11

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

Mar 24

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

Nov 28

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

Feb 23

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

Nov 18

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

Jul 08

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

Mar 14

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

Mar 02

Shareholder Returns

	BLU	ZA Telecom	ZA Market
7D	0.2%	-1.4%	2.1%
1Y	172.7%	32.9%	21.9%

Return vs Industry: BLU exceeded the ZA Telecom industry which returned 32.9% over the past year.

Return vs Market: BLU exceeded the ZA Market which returned 21.9% over the past year.

Price Volatility

Is BLU's price volatile compared to industry and market?
BLU volatility
BLU Average Weekly Movement	6.8%
Telecom Industry Average Movement	3.7%
Market Average Movement	4.5%
10% most volatile stocks in ZA Market	10.1%
10% least volatile stocks in ZA Market	2.5%

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 (7%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2001	1,123	Mark Levy	www.bluelabeltelecoms.co.za

Blu Label Unlimited Group Limited provides prepaid products and distributes virtual electronic merchandise in South Africa and internationally. The company’s proprietary platforms allow mobile networks, utilities, banks, retailers, petroleum companies, and POS devices to access the advantages of a digital economy. It offers voucher or PIN-based airtime, and PIN-less or direct top-up airtime; and UniPIN, a PIN-based voucher for prepaid electricity, as well as distributes starter packs.

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 cap	R11.74b
Earnings (TTM)	R2.48b
Revenue (TTM)	R13.81b

4.7x

P/E Ratio

0.9x

P/S 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)
Revenue	R13.81b
Cost of Revenue	R11.73b
Gross Profit	R2.08b
Other Expenses	-R405.10m
Earnings	R2.48b

Last Reported Earnings

May 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)	2.76
Gross Margin	15.06%
Net Profit Margin	17.99%
Debt/Equity Ratio	71.4%

How did BLU perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/09/14 14:12
End of Day Share Price	2025/09/12 00:00
Earnings	2025/05/31
Annual Earnings	2025/05/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 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 Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 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 world class team 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 7 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.

Analyst	Institution
Sameera Cassim	Afrifocus Securities (Pty) Ltd.
Jaap Meijer	Arqaam Capital Research Offshore S.A.L.
Ian Brink	Arqaam Capital Research Offshore S.A.L.

Blu Label Unlimited Group (BLU) Stock Overview

Rewards

Risk Analysis

Blu Label Unlimited Group Limited Competitors

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Kazakhtelecom JSC

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Price History & Performance

Recent News & Updates

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

Blue Label Telecoms Limited Announces Resignation of Johannes Sanyana Mthimunye as Independent Non-Executive Director, Chairman of the Audit, Risk and Compliance Committee, Effective 29 August 2025

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

New minor risk - Share price stability

Full year 2025 earnings released: EPS: R2.77 (vs R0.72 in FY 2024)

New major risk - Earnings quality

Recent updates

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

Blue Label Telecoms Limited Announces Resignation of Johannes Sanyana Mthimunye as Independent Non-Executive Director, Chairman of the Audit, Risk and Compliance Committee, Effective 29 August 2025

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

New minor risk - Share price stability

Full year 2025 earnings released: EPS: R2.77 (vs R0.72 in FY 2024)

New major risk - Earnings quality

Investor sentiment deteriorates as stock falls 21%

Blue Label Telecoms Limited to Report Fiscal Year 2025 Results on Aug 27, 2025

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

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

Investor sentiment improves as stock rises 16%

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

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

First half 2025 earnings released: EPS: R0.44 (vs R0.46 in 1H 2024)

Blue Label Telecoms Limited to Report First Half, 2025 Results on Feb 20, 2025

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

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

Blue Label Telecoms Limited, Annual General Meeting, Nov 28, 2024

Full year 2024 earnings released: EPS: R0.72 (vs R0.30 in FY 2023)

Investor sentiment improves as stock rises 18%

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

First half 2024 earnings released: EPS: R0.46 (vs R0.087 loss in 1H 2023)

Investor sentiment improves as stock rises 19%

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

New minor risk - Share price stability

Co-Founder recently bought R3.8m worth of stock

Full year 2023 earnings released: EPS: R0.30 (vs R1.17 in FY 2022)

Co-Founder exercised options to buy R4.6m worth of stock.

New minor risk - Financial data availability

Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2023

Blue Label Telecoms Limited Appoints Happy Masondo as an Independent Non- Executive Director

Blue Label Telecoms Limited Announces Resignation of Kevin Murray Ellerine from Its Board of Directors

Investor sentiment deteriorates as stock falls 19%

First half 2023 earnings released: R0.087 loss per share (vs R0.61 profit in 1H 2022)

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

Blue Label Telecoms Limited Provides Earnings Guidance for the Six Months Ended November 30, 2022

Blue Label Telecoms Limited to Report Fiscal Year 2023 Final Results on Sep 29, 2023

Blue Label Telecoms Limited, Annual General Meeting, Nov 23, 2023

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

Blue Label Telecoms Limited, Annual General Meeting, Nov 24, 2022

Co-Founder exercised options to buy R13m worth of stock.

Full year 2022 earnings released: EPS: R1.17 (vs R0.92 in FY 2021)

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

Investor sentiment improved over the past week

Now 21% undervalued

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

Investor sentiment improved over the past week

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

First half 2022 earnings released

Full year 2021 earnings released: EPS R0.95 (vs R0.25 in FY 2020)

Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2021

Investor sentiment improved over the past week

Investor sentiment improved over the past week

Investor sentiment deteriorated over the past week

New 90-day high: R4.84

Investor sentiment improved over the past week

New 90-day high: R4.39

Blue Label Telecoms Limited to Report First Half, 2021 Results on Feb 26, 2021

New 90-day high: R3.99

New 90-day high: R3.76

New 90-day high: R3.50

Blue Label Telecoms Limited Appoints Nomavuso Mnxasana as Independent Non Executive Director to the Blue Label Board and as A Member to Blue Label Audit, Risk and Compliance Committee

DNI-4PL Contracts (Pty) Ltd completed the acquisition of 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU).