BTS Group Holdings Public Company Limited

SET:BTS 株式レポート

時価総額：฿32.5b

BTS Group Holdings 将来の成長

Future 基準チェック /06

BTS Group Holdings利益と収益がそれぞれ年間24%と4.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-1.4% 24.4%なると予測されています。

主要情報

24.0%

収益成長率

24.37%

EPS成長率

Transportation 収益成長3.8%
収益成長率4.6%
将来の株主資本利益率-1.39%
アナリストカバレッジ

Good

最終更新日12 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 18

BTS: Steady Margins And Refined Discount Rate Will Support Upside

Analysts have kept their fair value estimate for BTS Group Holdings steady at THB3.75, with only very small tweaks to the discount rate, revenue growth and future P/E inputs guiding this unchanged price target. Valuation Changes Fair Value: THB3.75 is unchanged, indicating the updated inputs did not move the overall valuation output.
ナラティブの更新 • Apr 26

BTS: Steady Margins And Refined Discount Rate Will Support Upside

Analysts have kept their fair value estimate for BTS Group Holdings steady at THB3.75. They highlight that minor tweaks to the discount rate, revenue growth, profit margin and future P/E inputs do not currently translate into a different price target in THB terms.
ナラティブの更新 • Apr 11

BTS: Steady Margins And Higher Future P/E Will Support Upside

Analysts have nudged their price target on BTS Group Holdings slightly higher to THB3.75, citing a largely unchanged view on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: THB3.75 remains unchanged, keeping the analyst view of intrinsic value steady.
ナラティブの更新 • Mar 27

BTS: Higher Future P/E And Margins Reset Will Support Upside

Analysts have adjusted their view on BTS Group Holdings, trimming the profit margin assumption and using a higher future P/E of 38.55. This has led to a revised price target around THB3.75, which is broadly in line with the previous THB3.75 level.
ナラティブの更新 • Mar 13

BTS: New Food Subsidiary Will Support Future Earnings Upside

Analysts have made only a minor change to their view on BTS Group Holdings, keeping the fair value steady at THB 3.75 while fine tuning inputs such as the discount rate, profit margin assumptions and future P/E expectations, which together support a largely unchanged price target narrative. What's in the News BTS Group Holdings Public Company Limited has incorporated a new subsidiary, Kon Talay Thai Company Limited, effective December 15, 2025.
ナラティブの更新 • Feb 26

BTS: New Food Subsidiary Will Support Future Earnings Upside

Analysts have trimmed their price target on BTS Group Holdings to THB3.75, citing updated assumptions around fair value, profit margin, revenue growth, and the adoption of a more conventional forward P/E framework. What's in the News BTS Group Holdings Public Company Limited has set up a new wholly owned subsidiary, Kon Talay Thai Company Limited, to operate in the food and beverage business.
ナラティブの更新 • Feb 09

BTS: New Food Venture Will Support Future Earnings And Business Expansion

Analysts have adjusted their price target for BTS Group Holdings to reflect updated assumptions around discount rates, margin expectations, and a very high future P/E multiple. This has resulted in a revised valuation that you may want to compare carefully with your own view on the stock.
ナラティブの更新 • Jan 25

BTS: New Subsidiaries Will Support Future Earnings And Business Expansion

Analysts have modestly adjusted their price target on BTS Group Holdings, citing largely unchanged fair value estimates of $4.35 along with only minor tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News BTS Group Holdings Public Company Limited set up Kon Talay Thai Company Limited on December 15, 2025 to engage in the food and beverage business, with registered capital of THB 1,000,000 divided into 10,000 ordinary shares at THB 100 per share (company announcement).
ナラティブの更新 • Jan 09

BTS: New Subsidiaries Will Support Future Earnings And Business Expansion

Analysts kept their fair value estimate for BTS Group Holdings broadly unchanged, with only small model tweaks to the discount rate, revenue growth and profit margin, which feed through to a similar implied P/E outlook and leave their price target effectively steady in currency terms. What's in the News BTS Group Holdings incorporated Kon Talay Thai Company Limited on December 15, 2025, to operate in the food and beverage business with registered capital of THB 1,000,000, divided into 10,000 ordinary shares at THB 100 per share.
ナラティブの更新 • Dec 25

BTS: New Subsidiaries Will Drive Future Earnings And Business Expansion

Analysts have trimmed their price target on BTS Group Holdings to 4.35, down from 4.79. They cited a slightly higher long term revenue growth outlook, which is offset by modestly lower margin and valuation assumptions.
ナラティブの更新 • Dec 11

BTS: New Consulting Subsidiary Will Support Stronger Future Earnings Profile

Analysts have lifted their price target on BTS Group Holdings from THB 4.79 to THB 4.79. This modest upward revision is grounded in expectations for a swing from slightly negative to positive revenue growth, marginally stronger profit margins, and a somewhat more favorable future earnings multiple despite a slightly higher discount rate.
ナラティブの更新 • Nov 27

BTS: Recent Subsidiary Formation Will Drive New Management Consulting Opportunities

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.
ナラティブの更新 • Sep 10

Bangkok Urban Transit Expansion Will Create Opportunities Despite Margin Risks

Despite an improved revenue growth forecast, a sharp decline in net profit margin has led to a downward revision of the consensus analyst price target for BTS Group Holdings from THB5.49 to THB5.17. What's in the News Board meeting held to consider appointment of audit committee.
User avatar
新しいナラティブ • Aug 02

Bangkok Transit Expansion Will Generate Progress Amid Regulatory Challenges

Expansion of transit lines and digital payment services positions BTS to capture higher, more diversified revenues from urbanization and increased mobility.

業績と収益の成長予測

SET:BTS - アナリストの将来予測と過去の財務データ ( )THB 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
3/31/202826,409-657-5,602-15,0476
3/31/202725,874-1,557-5,318-42,0106
3/31/202624,948-1,933-12,27717,4396
12/31/202523,380-1,08133,65537,247N/A
9/30/202522,7192,71914,96918,386N/A
6/30/202520,9832,26214,15217,338N/A
3/31/202519,0122,11737,39940,191N/A
12/31/202416,9082,14935,96438,304N/A
9/30/202416,750-5,45519,62922,163N/A
6/30/202416,760-4,84319,59922,695N/A
3/31/202418,175-5,241-4,660-559N/A
12/31/202319,295-5,499-8,399-1,550N/A
9/30/202318,868311-10,175-3,071N/A
6/30/202319,467528-13,802-6,776N/A
3/31/202318,3111,836-14,438-7,860N/A
12/31/202218,0332,871-15,261-10,804N/A
9/30/202221,2082,877-19,106-12,595N/A
6/30/202222,2182,979-22,140-13,865N/A
3/31/202226,0563,826-24,713-15,497N/A
12/31/202128,9464,695-27,870-16,839N/A
9/30/202129,8295,327-29,514-18,503N/A
6/30/202133,2065,516-31,607-19,818N/A
3/31/202135,1284,576-32,605-19,712N/A
12/31/202035,1865,594-31,235-18,432N/A
9/30/202036,0136,378-29,075-15,846N/A
6/30/202037,2046,886-26,809-14,369N/A
3/31/202035,4057,341-27,720-14,107N/A
12/31/201935,6325,270-30,023-14,094N/A
9/30/201944,5883,989N/A-17,209N/A
6/30/201949,8093,387N/A-16,697N/A
3/31/201944,5402,875N/A-15,503N/A
12/31/201839,6272,760N/A-15,231N/A
9/30/201825,5002,351N/A-9,303N/A
6/30/201812,2232,130N/A-9,774N/A
3/31/201812,2072,281N/A-7,543N/A
12/31/201711,7682,398N/A-6,330N/A
9/30/20178,8982,093N/A-5,538N/A
6/30/20178,2582,201N/A-4,168N/A
3/31/20176,8092,228N/A-4,082N/A
12/31/20165,5421,633N/A-2,390N/A
9/30/20165,2641,765N/A-2,578N/A
6/30/20165,2901,682N/A-212N/A
3/31/20165,3554,134N/A265N/A
12/31/20155,4414,780N/A281N/A
9/30/20155,6965,143N/A969N/A
6/30/20155,8465,329N/A477N/A

アナリストによる今後の成長予測

収入対貯蓄率: BTS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: BTS今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: BTS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: BTSの収益 ( 4.6% ) TH市場 ( 9.6% ) よりも低い成長が予測されています。

高い収益成長: BTSの収益 ( 4.6% ) 20%よりも低い成長が予測されています。

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: BTS 3 年以内に赤字になると予測されています。

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2026/05/21 07:10
終値2026/05/21 00:00
収益2025/12/31
年間収益2025/03/31

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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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

BTS Group Holdings Public Company Limited 6 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。16

アナリスト機関
Kawee ManitsupavongAsia Plus Securities Company Limited
Kaseedit ChoonnawatBofA Global Research
Suppata SrisukBualuang Securities PCL