Smart Mobility And AI Will Erode Core Revenues

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Feb 25

Updated

28 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-47.5%

7D

3.4%

Loading

1Y

-47.5%

7D

3.4%

You can edit this narrative until Nov 29 10:10 AM. Then, changes will post as Updates.

Author's Valuation

SEK 172.520.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 28 Nov 25

BTS B: Rising Discount Rate Will Lead to Compelling Upside Potential

Analysts have revised the price target for BTS Group, leaving it unchanged at $172.50. Updates to their assumptions, such as a slightly higher discount rate and slower projected revenue growth, offset one another and resulted in no net change to their estimate.

Shared on 14 Nov 25

Fair value Decreased 19%

BTS B: Rising Profit Margins Will Drive Improved Value Going Forward

Analysts have revised their price target for BTS Group downward from $212.50 to $172.50. They cited a modest decrease in projected revenue growth and a slightly higher discount rate, despite improved profit margins and a lower future price-to-earnings ratio.

Shared on 26 Aug 25

Fair value Decreased 20%

The consensus price target for BTS Group has been notably reduced, primarily reflecting a lower valuation multiple despite slightly improved revenue growth prospects, with fair value revised down from SEK264.50 to SEK212.50. What's in the News BTS Group expects to report net sales of approximately SEK 720 million for Q2 2025.

Shared on 01 May 25

Fair value Decreased 23%

Shared on 23 Apr 25

Fair value Increased 31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 23%

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 29%

AnalystConsensusTarget has increased profit margin from 6.0% to 9.4% and decreased future PE multiple from 33.8x to 22.1x.

AnalystConsensusTarget Fair Value

SEK 172.5

20.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.01%

Professional Services revenue growth rate

0.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

5.58%

Calculation

SEK 264.05m

Earnings '28

x

14.61x

PE Ratio '28

=

SEK 3.86b

Market Cap '28

SEK 3.86b

Market Cap '28

/

19.40m

No. shares '28

=

SEK 198.92

Share Price '28

SEK 198.92 Share Price '28

Discounted to 2025 @ 5.59% p.a.

=

SEK 168.97

Fair Value '25