BT Group plc

LSE:BT.A 株式レポート

時価総額：UK£18.6b

BT Group 将来の成長

Future 基準チェック /16

BT Groupの収益は年間1.2%で減少すると予測されていますが、年間利益は年間10.2%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に12.2% 9.2%なると予測されています。

主要情報

10.2%

収益成長率

9.18%

EPS成長率

Telecom 収益成長20.4%
収益成長率-1.2%
将来の株主資本利益率12.21%
アナリストカバレッジ

Good

最終更新日29 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 25

BT.A: Margin Execution And Dividends Will Support Future Share Re Rating

BT Group's analyst price target has moved higher toward about £3.00 per share, with the change supported by recent research that highlights a modestly lower implied discount rate, slightly firmer profit margin expectations, and updated P/E assumptions, while revenue growth forecasts remain cautious. Analyst Commentary on BT Group Recent research on BT Group shows a mix of cautious and constructive views, with several bullish analysts focusing on valuation support and potential execution benefits.
ナラティブの更新 • Jun 11

BT.A: Higher Earnings Confidence And Dividend Support Will Shape Balanced Future Upside

BT Group's analyst price target has risen from £2.06 to £2.23 per share, reflecting recent increases in Street targets toward £3.00 as analysts factor in updated views on fair value, profit margins, and future P/E multiples. Analyst Commentary Recent Street research has centered on how BT Group's updated valuation stacks up against its earnings profile and execution risks, with several price targets now referenced around 300 GBp. Bullish analysts and more cautious voices are looking at many of the same factors, but reaching different conclusions about how much of the potential is already reflected in the stock.
分析記事 • May 31

BT Group (LON:BT.A) Is Posting Promising Earnings But The Good News Doesn’t Stop There

The market seemed underwhelmed by last week's earnings announcement from BT Group plc ( LON:BT.A ) despite the healthy...
ナラティブの更新 • May 28

BT.A: Fibre Monetisation And Cash Generation Will Support Future Re Rating

BT Group's latest analyst price target moves higher to £1.50, with analysts pointing to improved fibre monetisation potential, inclusion on key conviction lists, and updated expectations for margins and valuation multiples as key drivers of the change. Analyst Commentary Bullish analysts are highlighting a more constructive view on BT Group, with recent research updates pointing to shifts in both ratings and price targets that reflect greater confidence in execution and cash generation.
ナラティブの更新 • May 03

BT.A: Fibre Monetisation Execution Risks Will Likely Restrain Free Cash Flow Upside

Analysts have nudged their average price targets on BT Group higher, with recent moves to around £1.50 per share, helped by views that fibre monetisation could support stronger free cash flow over time. Analyst Commentary Recent research on BT Group has included both positive and cautious viewpoints, giving you a mixed picture of how the market is framing the current setup.
ナラティブの更新 • Apr 19

BT.A: Fibre Monetisation And Execution Risks Will Likely Cap Future Upside

Narrative Update on BT Group The analyst price target for BT Group has increased to £1.43 from £1.40. Analysts attribute this change to updated assumptions around softer expected revenue declines, a much stronger profit margin profile, a lower discount rate, a recalibrated future P/E, recent target increases from £1.40 to £1.50, and a continued focus on fibre-driven free cash flow potential.
ナラティブの更新 • Apr 04

BT.A: Fiber Monetisation Will Support Future Re Rating On Cash Generation Potential

BT Group's analyst price targets have moved higher, with recent raises to £1.50 and £2.50 and fresh conviction list inclusion, as analysts point to updated fair value assumptions, expectations around fiber monetization, and future P/E levels. Analyst Commentary Recent research updates cluster around higher price targets and renewed attention on BT Group, with several bullish analysts highlighting valuation support and execution on long term initiatives such as fiber.
ナラティブの更新 • Mar 21

BT.A: Execution Risks In Fiber Monetization Will Limit Future Upside

The analyst price target for BT Group has moved higher into a £1.50 to £2.50 range, with analysts pointing to improving fiber monetization and free cash flow potential as key reasons for the shift. Analyst Commentary Recent Street research highlights a mixed backdrop for BT Group, with price targets now spread across a relatively wide £1.50 to £2.50 range and different views on how quickly fiber investments might translate into cash returns.
ナラティブの更新 • Mar 06

BT.A: Fiber Monetisation Will Support Re-Rating On Stronger Cash Generation

Analysts have nudged their average price target on BT Group higher, with recent moves ranging from £1.40 to £2.50. They point to fibre monetisation and improved cash flow expectations, alongside slightly adjusted discount rate, revenue growth and profit margin assumptions.
ナラティブの更新 • Feb 20

BT.A: Execution Risks Around Margin Assumptions Will Limit Future Upside

Analysts have lifted their fair value estimate for BT Group from £1.35 to £1.40, reflecting updated assumptions around the discount rate, margins, future P/E and a recent move in Street price targets, including an increase from £2.40 to £2.50 by one firm. Analyst Commentary While the latest fair value adjustment and some Street targets support a modestly higher valuation for BT Group, not every analyst is leaning positive.
ナラティブの更新 • Feb 05

BT.A: Fiber And 5G Execution Will Support Re-Rating On Improved Confidence

Analysts recently lifted their price target on BT Group to £2.50 from £2.40, citing updated assumptions around discount rates, profit margins, and forward P/E expectations as key drivers of the revised view. Analyst Commentary Bullish analysts are signaling increased confidence in BT Group's equity story, reflected in the adjusted price target to £2.50.
ナラティブの更新 • Jan 22

BT.A: Fiber And 5G Execution Will Support Re-Rating On Rising Confidence

Analysts have nudged their price target on BT Group from £2.40 to £2.50, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that support a slightly higher valuation. Analyst Commentary Bullish Takeaways Bullish analysts lifting the price target to £2.50 signal increased confidence that recent assumptions on discount rate, revenue trends, margins and future P/E can justify a higher valuation range.
ナラティブの更新 • Jan 08

BT.A: Higher Cybersecurity Spend And Thin Margins Will Restrain Future Upside

Analysts have lifted their price target for BT Group to £1.35, highlighting updated assumptions for revenue trends, profit margins, and a higher future P/E multiple as key drivers of the revised view. What's in the News BT partnered with Pindrop to offer voice security solutions to UK enterprise customers, integrating technologies such as Pindrop Protect and Pindrop Passport to address rising contact centre fraud and deepfake risks.
分析記事 • Dec 30

What You Can Learn From BT Group plc's (LON:BT.A) P/E

BT Group plc's ( LON:BT.A ) price-to-earnings (or "P/E") ratio of 18.8x might make it look like a sell right now...
ナラティブの更新 • Dec 17

BT.A: Fiber And 5G Execution Will Drive Re-Rating Potential Ahead

Analysts have trimmed their price target on BT Group to GBP 1.50 from GBP 2.25, reflecting more cautious expectations for sector consolidation benefits and a modestly lower projected valuation multiple, despite slightly improved growth and margin assumptions. Analyst Commentary Recent Street research indicates that sentiment around BT Group remains mixed, with some caution on execution and sector dynamics offset by pockets of optimism on valuation and potential strategic catalysts.
ナラティブの更新 • Dec 03

BT.A: Sector Mergers Will Drive Future Upside Despite Recent Rating Downgrades

Analysts have trimmed their average price target on BT Group from 225 GBp to 150 GBp, citing a less favorable relative outlook as sector merger dynamics and modestly softer growth expectations temper the company’s risk reward profile. Analyst Commentary Recent rating changes reflect a more balanced, wait and see stance on BT Group, with analysts reassessing the companys relative positioning as sector consolidation and shifting capital allocation priorities reshape the competitive landscape.
分析記事 • Nov 24

BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

BT Group plc ( LON:BT.A ) has announced that it will pay a dividend of £0.0245 per share on the 11th of February. This...
ナラティブの更新 • Nov 19

BT.A: Sector Mergers Will Drive Near-Term Share Momentum Despite Operational Risks

BT Group's analyst price target has been adjusted slightly lower to approximately £2.06 per share from £2.07. This reflects analysts’ updated views on sector dynamics and modest changes to growth and profitability expectations.
分析記事 • Nov 09

BT Group's (LON:BT.A) Dividend Will Be £0.0245

BT Group plc's ( LON:BT.A ) investors are due to receive a payment of £0.0245 per share on 11th of February. Based on...
分析記事 • Nov 07

BT Group's (LON:BT.A) Returns Have Hit A Wall

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブの更新 • Nov 01

BT.A: Telecom Sector Resilience And Industry Mergers Will Drive Near-Term Outperformance

Analysts have lowered their price targets on BT Group, with reductions ranging from £2.25 to £1.40 per share. They cite concerns about ongoing revenue pressures and expected further declines in key business segments.
ナラティブの更新 • Oct 18

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

BT Group’s updated analyst price targets reflect a modest range of downward and upward revisions, now spanning from £1.40 to £2.25 per share. Analysts cite imminent telecom sector mergers and declining Openreach performance among the key factors behind these changed outlooks.
ナラティブの更新 • Oct 03

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

The consensus analyst price target for BT Group has decreased slightly, falling by £0.03 to £2.07. Analysts cite sector downgrades and expectations of slower revenue growth as key drivers for the revised outlook.
分析記事 • Sep 26

Is BT Group (LON:BT.A) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 08

Some Confidence Is Lacking In BT Group plc's (LON:BT.A) P/E

BT Group plc's ( LON:BT.A ) price-to-earnings (or "P/E") ratio of 19x might make it look like a sell right now compared...
ナラティブの更新 • Sep 04

UK Fiber And 5G Expansion Will Drive Future Customer Acquisition

Analysts maintain a cautious view on BT Group due to persistent concerns over Openreach’s declining external revenue and ongoing business uncertainty, resulting in an unchanged consensus price target of £2.10. Analyst Commentary Bearish analysts highlight continued concerns about Openreach's external revenue, which transitioned to decline in 2024/25 with expectations for further deterioration.
分析記事 • Jul 24

BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576

BT Group plc ( LON:BT.A ) will increase its dividend on the 10th of September to £0.0576, which is 1.2% higher than...
分析記事 • Jul 09

BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

BT Group plc ( LON:BT.A ) will increase its dividend on the 10th of September to £0.0576, which is 1.2% higher than...
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新しいナラティブ • Nov 08

Fiber And 5G Expansion To Drive Growth Amidst Global Transformation

Focus on UK fiber expansion and 5G growth is key for revenue and earnings through increased customer acquisition and ARPU growth.

業績と収益の成長予測

LSE:BT.A - アナリストの将来予測と過去の財務データ ( )GBP Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/202919,0641,6532,6496,85511
3/31/202819,2201,5942,2496,63014
3/31/202719,2071,3962,0456,61710
3/31/202619,6541,0771,8617,030N/A
12/31/202519,8531,0141,7716,888N/A
9/30/202520,0519501,6816,745N/A
6/30/202520,2051,0021,8676,867N/A
3/31/202520,3581,0542,0526,989N/A
12/31/202420,4339101,8576,814N/A
9/30/202420,5077661,6616,638N/A
6/30/202420,6528111,3236,296N/A
3/31/202420,7978559845,953N/A
12/31/202320,6901,435N/AN/AN/A
9/30/202320,7221,8561,1316,137N/A
6/30/202320,7521,905N/AN/AN/A
3/31/202320,6811,9051,4176,724N/A
12/31/202220,7671,708N/AN/AN/A
9/30/202220,9111,7361,1156,427N/A
6/30/202220,9131,694N/AN/AN/A
3/31/202220,8501,2741,3035,910N/A
12/31/202120,9491,082N/AN/AN/A
9/30/202121,0461,0477765,644N/A
6/30/202121,1541,026N/AN/AN/A
3/31/202121,3311,4721,0605,963N/A
12/31/202021,7171,484N/AN/AN/A
9/30/202022,0281,5222,6176,741N/A
6/30/202022,5201,677N/AN/AN/A
3/31/202022,9051,7342,1666,271N/A
12/31/201923,1162,039N/AN/AN/A
9/30/201923,3072,175N/A5,745N/A
6/30/201923,3462,115N/AN/AN/A
3/31/201923,4282,159N/A4,256N/A
12/31/201823,5252,368N/AN/AN/A
9/30/201823,5252,275N/A3,096N/A
6/30/201823,6042,296N/AN/AN/A
3/31/201823,7232,032N/A4,927N/A
12/31/201723,8781,690N/A5,772N/A
9/30/201724,0361,563N/A5,691N/A
6/30/201724,1221,605N/A6,155N/A
3/31/201724,0621,908N/A6,174N/A
12/31/201623,5102,236N/A6,511N/A
9/30/201622,0122,628N/A6,689N/A
6/30/201620,4272,543N/A6,195N/A
3/31/201619,0122,466N/A5,151N/A
12/31/201518,1512,448N/A4,466N/A
9/30/201517,9962,240N/A4,443N/A

アナリストによる今後の成長予測

収入対貯蓄率: BT.Aの予測収益成長率 (年間10.2% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: BT.Aの収益 ( 10.2% ) UK市場 ( 11.4% ) よりも低い成長が予測されています。

高成長収益: BT.Aの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BT.Aの収益は今後 3 年間で減少すると予想されています (年間-1.2% )。

高い収益成長: BT.Aの収益は今後 3 年間で減少すると予測されています (年間-1.2% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BT.Aの 自己資本利益率 は、3年後には低くなると予測されています ( 12.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/05 22:39
終値2026/07/03 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

BT Group plc 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38

アナリスト機関
John DaviesBanco Santander
Maurice PatrickBarclays
Nicholas LyallBerenberg