South Africa · Delayed Price · Currency is ZAR · Price in ZAc Blu Label Unlimited Group Earnings Call Transcripts
Fiscal Year 2026
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Revenue rose 8% year-over-year to ZAR 47.4 billion, with gross profit up 2% and margin at 22.5%. Cell C's turnaround is progressing, with EBITDA and net profit guidance reaffirmed for FY 2025. No further cash infusions into Cell C are expected, and dividend payments may resume in 2024.
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Revenue grew to ZAR 14.1 billion with EBITDA up 31% and gross margin rising to 24%. Cell C returned to profit, posted double-digit growth in key segments, and is preparing for an IPO. Strategic focus remains on digital platform expansion, renewables, and unlocking asset value.
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Blu Label completed the Cell C restructuring and listing, simplifying its structure and resuming dividends with strong normalized earnings. Revenue grew 11% year-over-year, and new energy and digital initiatives are set to drive future growth.
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Revenue rose to ZAR 14.6 billion, with gross revenue up 16% to ZAR 89.3 billion, but gross profit fell 5% and core headline earnings per share dropped 34% excluding Cell C recap effects. Cell C showed improved operational performance, with 16% EBITDA margin and strong growth in prepaid and wholesale segments.
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The AGM covered director reelections, audit committee appointments, and approval of most resolutions. Shareholders raised questions on board diversity, ESG integration in remuneration, and Cell C governance, with management detailing progress and ongoing initiatives.