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Introduction to Blue Label Telecoms Limited

Introduction to Blue Label Telecoms Limited. Michael Campbell Investor and media relations. Nature of Business. The Importance of Distribution. Blue Label Factsheet. Founded in 2001 by Mark and Brett Levy 1112 employees Business model underpinned by long-term contracts

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Introduction to Blue Label Telecoms Limited

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  1. Introduction to Blue Label Telecoms Limited Michael Campbell Investor and media relations

  2. Nature of Business

  3. The Importance of Distribution

  4. Blue Label Factsheet • Founded in 2001 by Mark and Brett Levy • 1112 employees • Business model underpinned by long-term contracts • Income drivers: • sales of commodity – 42% • annuity income – 55% • interest earned – 3% • Listed as BLU on JSE in 2007, ADR’s launched in 2013 • ~R6.3 billion market capitalisation (at R9.20/share) • Free float ~55%with diverse shareholder base • Maiden dividend paid in Sep 2010

  5. Group Structure Blue Label South Africa Blue Label International Blue Label Mobile Blue Label Solutions Datacel Cellfind Blue Label Distribution African Prepaid Services (72%) Velociti Blue Label One The Prepaid Company Gold Label Investments CNS Call Centre Blue Label Engage (50.1%) Ventury Oxigen Services India (55.83%) Blue Label Data Solutions (81%) Panacea CigiCell (74%) Ukash (17.25%) FIDS (25%) Blue Label Mexico (45%) The Post Paid Company Ticketpros Datacision (50%) Activi Deployment Services Transaction Junction (60%) * 100% unless otherwise stated

  6. Global Footprint

  7. Highlights for the half year ended30 November 2013 Cents HEPS up 7% to 37.15 cents Gross profit increase by 10% to R710 million GP margin up from 6.80% to 7.82% EBITDA up 16% PINless revenues increase by R310 million Revenue decline by effective 1% Electricity commissions earned up 26% Agreements with MasterCard and ABSA in SA and Visa and Banamex in Mexico POS roll-out in Mexico progressing Cash resources at R1.3 billion Acquisitions – RMCS

  8. Thank you Q&A

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