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Smart Mobility And AI Will Erode Core Revenues

Published
26 Feb 25
Updated
28 Aug 25
AnalystConsensusTarget's Fair Value
SEK 212.50
5.9% undervalued intrinsic discount
28 Aug
SEK 200.00
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1Y
-29.1%
7D
9.9%

Author's Valuation

SEK 212.5

5.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 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 on01 May 25
Fair value Decreased 23%

Shared on23 Apr 25
Fair value Increased 31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 23%

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 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.