Page 93 - Profile's Stock Exchange Handbook - 2025 Issue 4

Profile’s Stock Exchange Handbook: 2025 - Issue 4 JSE - BLU
Blu Label Unlimited Group Ltd. Bowler Metcalf Ltd.

ISIN: ZAE000109088 SHORT: BLU CODE: BLU ISIN: ZAE000030797 SHORT: BOWCALF CODE: BCF
REG NO: 2006/022679/06 FOUNDED: 2001 LISTED: 2007 REG NO: 1972/005921/06 FOUNDED: 1972 LISTED: 1987
NATURE OF BUSINESS: Blu Label Unlimited Group Ltd.’s core NATURE OF BUSINESS: The group carries on the business of
business is the virtual distribution of secure electronic tokens of manufacturing plastics, plastic mouldings and carbonated soft
value and transactional services across its global footprint of touch drinks.
points. The Group’s stated strategy is to extend its global footprint SECTOR: Inds--IndsGoods&Services--GeneralIndustr--Cont&Pckgng
of touch points, both organically and acquisitively, to meet the NUMBER OF EMPLOYEES: 804
significant demand for the delivery of multiple prepaid products DIRECTORS: Gillett Sonnenberg S J (ld ind ne), MacGillivray F C (ind ne),
and services through a single distributor, across various delivery van Duyn D (ne), Brain M (Chair, ld ind ne), Sass P F (CEO), Böhler G A
mechanisms and via numerous merchants or vendors. (CFO)
SECTOR: Telecoms--Telecoms--TelecomServiceProvider--TelecomServices MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2025
NUMBER OF EMPLOYEES: 2 505 Camissa Asset Management (Pty) Ltd. 16.40%
DIRECTORS: Masondo H (ind ne), Mnxasana N P (ind ne), Aylett & Co 13.97%
Mokhobo R D (ind ne), Mthimunye Dr L E (ind ne), Vilakazi J S Old Mutual 4.06%
(ind ne), Nestadt L M (Chair, ind ne), Levy B M (Joint CEO), Levy M S POSTAL ADDRESS: PO Box 92, Ottery, 7808
(Joint CEO), Suntup D (FD) MORE INFO: www.sharedata.co.za/sdo/jse/BCF
MAJOR ORDINARY SHAREHOLDERS as at 31 May 2025 COMPANY SECRETARY: Andre C September
Allan Gray (Pty) Ltd. 13.40% TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
Levy B M 9.74% SPONSOR: AcaciaCap Advisors Sponsors (Pty) Ltd.
Levy M S 9.08% AUDITORS: Mazars Inc.
POSTAL ADDRESS: PO Box 652261, Benmore, 2010 CAPITAL STRUCTURE Authorised Issued
MORE INFO: www.sharedata.co.za/sdo/jse/BLU BCF Ords no par val 189 850 000 74 703 569
COMPANY SECRETARY: Janine van Eden
TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd. DISTRIBUTIONS [ZARc]
SPONSOR: Investec Bank Ltd. Ords no par val Ldt Pay Amt
AUDITORS: SNG Grant Thornton Inc. Final No 72 21 Oct 25 27 Oct 25 44.00
CAPITAL STRUCTURE Authorised Issued Interim No 71 25 Mar 25 31 Mar 25 25.00
BLU Ords 0.0001c ea 2 000 000 000 913 655 873 LIQUIDITY: Oct25 Avg 165 211 shares p.w., R2.2m(11.5% p.a.)
DISTRIBUTIONS [ZARc] BOWCALF 40 Week MA GENI
Ords 0.0001c ea Ldt Pay Amt 2000
Final No 8 12 Sep 17 18 Sep 17 40.00 1800
Final No 7 13 Sep 16 19 Sep 16 36.00 1600
LIQUIDITY: Oct25 Avg 10m shares p.w., R110.8m(55.3% p.a.) 1400
1200
BLU 40 Week MA FTEL
1800
1000
1600
800
1400
600
1200 2021 2022 2023 2024 2025
1000
800 FINANCIAL STATISTICS
600 Jun 25 Jun 24 Jun 23 Jun 22 Jun 21
(R ’000)
400 Final Final Final Final Final
Turnover 945 851 860 914 717 012 673 100 635 500
200
2021 2022 2023 2024 2025 Op Inc 142 524 120 866 72 837 100 000 111 195
NOTE: Blue Label Telecoms Ltd. changed its name to Blu Label NetIntPd(Rcvd) - 21 446 - 25 462 - 19 542 - 14 400 - 15 556
Unlimited Group Ltd. on 3 September 2025. Att Inc 121 916 107 325 68 698 82 700 91 485
FINANCIAL STATISTICS TotCompIncLoss 121 916 107 325 68 698 82 700 91 485
May 25 May 24 May 23 May 22 May 21 Fixed Ass 405 873 353 033 273 447 247 200 212 952
(R million) Inv & Loans 74 489 49 621 68 615 72 000 147 666
Final Final Final Final Final
Turnover 14 050 14 598 18 918 17 806 18 821 Tot Curr Ass 539 129 514 258 494 803 479 000 459 789
Op Inc 1 449 1 502 1 126 1 524 1 171 Ord SH Int 875 797 801 926 728 180 704 300 732 765
NetIntPd(Rcvd) 286 219 271 120 72 LT Liab 54 794 39 015 30 576 28 300 22 158
Minority Int - 4 12 19 65 47 Tot Curr Liab 100 041 76 998 84 773 75 300 72 641
Att Inc 2 484 647 269 1 027 831 PER SHARE STATISTICS (cents per share)
TotCompIncLoss 2 481 653 286 1 099 821 HEPS-C (ZARc) 180.09 161.38 102.96 116.25 127.31
Fixed Ass 160 215 224 195 194 DPS (ZARc) 69.00 61.80 40.40 46.40 51.40
Inv & Loans 47 39 65 49 44 NAV PS (ZARc) 1 172.00 1 074.00 975.00 925.10 935.53
Tot Curr Ass 13 199 9 807 9 018 9 830 8 629 3 Yr Beta - 0.45 - 0.22 0.32 0.42 0.05
Ord SH Int 7 560 5 010 4 328 4 088 3 198 Price High 2 050 1 200 1 100 1 300 1 180
Minority Int 75 102 112 100 35 Price Low 1 100 690 800 901 720
LT Liab 3 246 3 352 2 247 784 238 Price Prd End 1 285 1 100 1 000 965 936
Tot Curr Liab 8 888 6 673 8 032 8 358 7 980 RATIOS
PER SHARE STATISTICS (cents per share) Ret on SH Fnd 13.92 13.38 9.43 11.74 12.48
HEPS-C (ZARc) 455.96 73.64 41.97 117.34 83.32 Oper Pft Mgn 15.07 14.04 10.16 14.86 17.50
NAV PS (ZARc) 840.83 558.91 489.82 466.23 363.66 D:E 0.06 0.05 0.04 0.04 0.03
3 Yr Beta 0.95 0.66 0.57 1.25 1.59 Current Ratio 5.39 6.68 5.84 6.36 6.33
Price High 1 210 478 750 664 543 Div Cover 2.58 2.53 2.45 2.51 2.48
Price Low 370 235 341 402 240
Price Prd End 1 185 430 362 563 460
RATIOS
Ret on SH Fnd 32.49 12.90 6.49 26.08 27.16
Oper Pft Mgn 10.31 10.29 5.95 8.56 6.22
D:E 0.78 0.88 1.01 0.69 0.60
Current Ratio 1.48 1.47 1.12 1.18 1.08
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