Update shared on 28 Nov 2025
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.
What's in the News
- BTS Group revised its earnings guidance for the fiscal year 2025/26 and lowered full year revenue expectations from THB 6 billion to THB 5.5 billion. This change reflects softer macroeconomic conditions and more conservative assumptions for advertising and retail spending (Key Developments).
- The company provided new earnings guidance for the full year 2025, stating group earnings are expected to be significantly worse than the previous year. This is a departure from the outlook provided in the previous interim report (Key Developments).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $172.50 per share.
- The discount rate has risen slightly from 5.55 percent to 5.59 percent.
- The revenue growth forecast has fallen significantly from 5.00 percent to 3.43 percent.
- The net profit margin has decreased marginally from 8.56 percent to 8.55 percent.
- The future P/E has increased from 13.94x to 14.61x.
Disclaimer
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