Update shared on 27 Nov 2025
Fair value Decreased 7.35%Analysts have lowered their price target for BTS Group Holdings from $5.17 to $4.79. They cite a shift to negative revenue growth forecasts and reduced profit margins as key reasons for the revision.
What's in the News
- BTS Group Holdings has established a new wholly owned subsidiary, Owl Club Company Limited, to focus on management consulting. (Key Developments)
- The subsidiary was incorporated with registered capital of THB 20 million, divided into 200,000 ordinary shares. (Key Developments)
- This expansion is being funded with the company's own working capital. It does not constitute a connected transaction under Thai capital markets regulations. (Key Developments)
Valuation Changes
- The Fair Value Estimate has decreased from THB 5.17 to THB 4.79, reflecting a lower assessment of the company's worth.
- The Discount Rate has decreased marginally from 9.90% to 9.64%.
- The Revenue Growth Forecast has shifted significantly from a projected increase of 6.46% to a decline of -2.25%.
- The Net Profit Margin Estimate has fallen sharply from 2.89% to 0.87%.
- The Future Price-to-Earnings (P/E) Ratio has increased substantially from 184.7x to 479.8x, indicating a higher valuation relative to anticipated earnings.
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.