Page 89 - Profile's Stock Exchange Handbook - 2025 Issue 3

Profile’s Stock Exchange Handbook: 2025 - Issue 3 JSE - BID

The Bidvest Group Ltd. Blue Label Telecoms Ltd.

ISIN: ZAE000117321 SHORT: BIDVEST CODE: BVT ISIN: ZAE000109088 SHORT: BLUETEL CODE: BLU
REG NO: 1946/021180/06 FOUNDED: 1988 LISTED: 1990 REG NO: 2006/022679/06 FOUNDED: 2001 LISTED: 2007
NATURE OF BUSINESS: Bidvest is a leading B2B services, trading and NATURE OF BUSINESS: Blue Label Telecoms’ core business is
distribution Group. Bidvest has a blended portfolio of defensive the virtual distribution of secure electronic tokens of value and
and cyclical businesses that are diversified, essential and asset- transactional services across its global footprint of touch points.
light. The diverse portfolio operates in two segments – Business The Group’s stated strategy is to extend its global footprint of touch
services and Trading and distribution – through seven divisions points, both organically and acquisitively, to meet the significant
and a majority-owned listed subsidiary, Adcock Ingram. demand for the delivery of multiple prepaid products and services
SECTOR: Inds--IndsGoods&Services--GeneralIndustr--DiversIndustr through a single distributor, across various delivery mechanisms and
NUMBER OF EMPLOYEES: 131 326 via numerous merchants or vendors.
DIRECTORS: Boyce L (ind ne), Khanyile F N (ind ne), Khumalo M G (ind ne), SECTOR: Telecoms--Telecoms--TelecomServiceProvider--TelecomServices
Mabaso-Koyana S N (ind ne), Masata D (ind ne), McMahon G C, NUMBER OF EMPLOYEES: 2 505
Mokate Dr R D (ld ind ne), Shuenyane K L (ind ne), Thomson N W (ind ne), DIRECTORS: Masondo H (ind ne), Mnxasana N P (ind ne), Mthimunye J
Mohale B (Chair, ind ne), Madisa N T (CEO), Steyn M (CFO) (ind ne), Mthimunye L E (ind ne), Vilakazi J S (ind ne), Nestadt L M (Chair,
MAJOR ORDINARY SHAREHOLDERS as at 25 Jun 2025 ind ne), Levy B M (Joint CEO), Levy M S (Joint CEO), Suntup D (FD)
Government Employees Pension Fund 20.62% MAJOR ORDINARY SHAREHOLDERS as at 3 Apr 2025
The Standard Bank Group Ltd. 5.09% Peresec Prime Brokers (Pty) Ltd. 11.81%
Lazard Asset Managers LLC 5.07% Shotput Investments (Pty) Ltd. 10.95%
POSTAL ADDRESS: PO Box 87274, Houghton, Johannesburg, 2041 Levy B M 9.56%
MORE INFO: www.sharedata.co.za/sdo/jse/BVT POSTAL ADDRESS: PO Box 652261, Benmore, 2010
COMPANY SECRETARY: Nonqaba Katamzi MORE INFO: www.sharedata.co.za/sdo/jse/BLU
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. COMPANY SECRETARY: Janine van Eden
SPONSOR: Investec Bank Ltd. TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
AUDITORS: PwC Inc. SPONSOR: Investec Bank Ltd.
CAPITAL STRUCTURE Authorised Issued AUDITORS: SNG Grant Thornton Inc.
BVT Ords 5c ea 540 000 000 340 274 346 CAPITAL STRUCTURE Authorised Issued
BLU Ords 0.0001c ea 2 000 000 000 913 655 873
DISTRIBUTIONS [ZARc]
Ords 5c ea Ldt Pay Amt DISTRIBUTIONS [ZARc]
Interim No 54 25 Mar 25 31 Mar 25 470.00 Ords 0.0001c ea Ldt Pay Amt
Final No 53 23 Sep 24 30 Sep 24 447.00 Final No 8 12 Sep 17 18 Sep 17 40.00
LIQUIDITY: Jul25 Avg 5m shares p.w., R1 179.0m(70.2% p.a.) Final No 7 13 Sep 16 19 Sep 16 36.00
LIQUIDITY: Jul25 Avg 7m shares p.w., R56.6m(37.6% p.a.)
BIDVEST 40 Week MA GENI
30000
BLUETEL 40 Week MA FTEL
28000 1600
26000
1400
24000
22000 1200
20000 1000
18000 800
16000
600
14000
400
12000
2021 2022 2023 2024 2025
200
2021 2022 2023 2024 2025
FINANCIAL STATISTICS
(R million) Dec 24 Jun 24 Jun 23 Jun 22 Jun 21 FINANCIAL STATISTICS
Interim Final(rst) Final Final(rst) Final (R million) Nov 24 May 24 May 23 May 22 May 21
Turnover 64 545 120 708 114 912 99 929 88 315 Interim Final Final Final Final
Op Inc 6 292 11 965 11 443 9 730 7 891 Turnover 7 245 14 598 18 918 17 806 18 821
NetIntPd(Rcvd) 1 306 2 492 2 007 1 592 1 471 Op Inc 556 1 062 1 126 1 524 1 171
Minority Int 170 403 394 376 278 NetIntPd(Rcvd) 90 219 271 120 72
Att Inc 3 454 6 369 5 973 5 072 3 845 Minority Int 4 12 19 65 47
TotCompIncLoss 3 601 6 133 7 669 5 533 3 569 Att Inc 395 647 269 1 027 831
Fixed Ass 16 601 17 642 16 457 14 902 14 108 TotCompIncLoss 399 653 286 1 099 821
Inv & Loans 1 174 3 368 3 002 2 378 2 759 Fixed Ass 193 215 224 195 194
Tot Curr Ass 39 829 44 451 43 223 40 329 33 188 Inv & Loans 52 39 65 49 44
Ord SH Int 36 914 35 324 32 992 28 367 25 538 Tot Curr Ass 9 801 9 807 9 018 9 830 8 629
Minority Int 3 263 3 208 3 340 3 509 3 253 Ord SH Int 5 424 5 010 4 328 4 088 3 198
LT Liab 37 985 34 780 32 291 30 592 24 338 Minority Int 84 102 112 100 35
Tot Curr Liab 28 774 39 214 38 528 33 549 33 271 LT Liab 2 990 3 352 2 247 784 238
PER SHARE STATISTICS (cents per share) Tot Curr Liab 7 038 6 673 8 032 8 358 7 980
HEPS-C (ZARc) 941.30 1 818.00 1 794.80 1 442.00 1 183.30 PER SHARE STATISTICS (cents per share)
DPS (ZARc) 470.00 914.00 876.00 744.00 600.00 HEPS-C (ZARc) 46.01 73.64 41.97 117.34 83.32
NAV PS (ZARc) 10 861.00 10 392.86 9 695.76 8 346.00 7 514.00 NAV PS (ZARc) 593.62 558.91 489.82 466.23 363.66
3 Yr Beta 0.58 0.53 0.77 0.80 0.84 3 Yr Beta 0.84 0.66 0.57 1.25 1.59
Price High 30 421 29 773 27 250 23 636 20 178 Price High 579 478 750 664 543
Price Low 25 354 22 602 19 284 17 509 12 648 Price Low 370 235 341 402 240
Price Prd End 26 367 28 444 26 163 20 959 19 046 Price Prd End 532 430 362 563 460
RATIOS RATIOS
Ret on SH Fnd 18.04 17.57 17.52 17.09 14.32 Ret on SH Fnd 14.49 12.90 6.49 26.08 27.16
Oper Pft Mgn 9.75 9.91 9.96 9.74 8.93 Oper Pft Mgn 7.68 7.27 5.95 8.56 6.22
D:E 1.12 1.26 1.24 1.30 1.30 D:E 0.86 0.88 1.01 0.69 0.60
Current Ratio 1.38 1.13 1.12 1.20 1.00 Current Ratio 1.39 1.47 1.12 1.18 1.08
Div Cover 2.16 2.05 2.01 2.01 1.89
www.sharedata.co.za www.sharedata.co.za
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