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BTS B: Lower Discount Rate Will Drive Future Upside Potential

Smart Mobility And AI Will Erode Core Revenues

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BTS B
AnalystConsensusTarget
Not Invested
Published 26 Feb 2025

Update shared on 15 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-44.9%
7D
2.0%

Narrative Update

Analysts have modestly lowered their price target on BTS Group by SEK 0.00 to reflect slightly reduced discount rate and future P/E assumptions, while revenue growth and margin expectations remain effectively unchanged.

What's in the News

  • BTS Group revised its full year 2025/26 revenue guidance down from THB 6 billion to THB 5.5 billion, citing a softer macroeconomy and weaker expectations for advertising and retail spending (company guidance).
  • The company confirmed that group earnings for full year 2025 are now expected to be significantly worse than the previous year, representing a deterioration from earlier guidance that had anticipated results merely worse than the prior year (company guidance).

Valuation Changes

  • Fair Value: Unchanged at SEK 172.5 per share, indicating no revision to the central valuation outcome.
  • Discount Rate: Fallen slightly from 5.59 percent to 5.56 percent, reflecting a marginally lower perceived risk profile or funding cost.
  • Revenue Growth: Effectively unchanged at around 3.43 percent, with only a negligible technical adjustment.
  • Net Profit Margin: Effectively unchanged at around 8.55 percent, with revisions immaterial in scale.
  • Future P/E: Edged down slightly from 14.61x to 14.60x, implying a marginally lower valuation multiple applied to future earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.