BTS Group Holdings 향후 성장
Future 기준 점검 0/6
BTS Group Holdings (는) 각각 연간 24% 및 4.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -1.4% 로 예상됩니다.
핵심 정보
24.0%
이익 성장률
24.37%
EPS 성장률
| Transportation 이익 성장 | 3.8% |
| 매출 성장률 | 4.6% |
| 향후 자기자본이익률 | -1.39% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 12 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2028 | 26,409 | -657 | -5,602 | -15,047 | 6 |
| 3/31/2027 | 25,874 | -1,557 | -5,318 | -42,010 | 6 |
| 3/31/2026 | 24,948 | -1,933 | -12,277 | 17,439 | 6 |
| 12/31/2025 | 23,380 | -1,081 | 33,655 | 37,247 | N/A |
| 9/30/2025 | 22,719 | 2,719 | 14,969 | 18,386 | N/A |
| 6/30/2025 | 20,983 | 2,262 | 14,152 | 17,338 | N/A |
| 3/31/2025 | 19,012 | 2,117 | 37,399 | 40,191 | N/A |
| 12/31/2024 | 16,908 | 2,149 | 35,964 | 38,304 | N/A |
| 9/30/2024 | 16,750 | -5,455 | 19,629 | 22,163 | N/A |
| 6/30/2024 | 16,760 | -4,843 | 19,599 | 22,695 | N/A |
| 3/31/2024 | 18,175 | -5,241 | -4,660 | -559 | N/A |
| 12/31/2023 | 19,295 | -5,499 | -8,399 | -1,550 | N/A |
| 9/30/2023 | 18,868 | 311 | -10,175 | -3,071 | N/A |
| 6/30/2023 | 19,467 | 528 | -13,802 | -6,776 | N/A |
| 3/31/2023 | 18,311 | 1,836 | -14,438 | -7,860 | N/A |
| 12/31/2022 | 18,033 | 2,871 | -15,261 | -10,804 | N/A |
| 9/30/2022 | 21,208 | 2,877 | -19,106 | -12,595 | N/A |
| 6/30/2022 | 22,218 | 2,979 | -22,140 | -13,865 | N/A |
| 3/31/2022 | 26,056 | 3,826 | -24,713 | -15,497 | N/A |
| 12/31/2021 | 28,946 | 4,695 | -27,870 | -16,839 | N/A |
| 9/30/2021 | 29,829 | 5,327 | -29,514 | -18,503 | N/A |
| 6/30/2021 | 33,206 | 5,516 | -31,607 | -19,818 | N/A |
| 3/31/2021 | 35,128 | 4,576 | -32,605 | -19,712 | N/A |
| 12/31/2020 | 35,186 | 5,594 | -31,235 | -18,432 | N/A |
| 9/30/2020 | 36,013 | 6,378 | -29,075 | -15,846 | N/A |
| 6/30/2020 | 37,204 | 6,886 | -26,809 | -14,369 | N/A |
| 3/31/2020 | 35,405 | 7,341 | -27,720 | -14,107 | N/A |
| 12/31/2019 | 35,632 | 5,270 | -30,023 | -14,094 | N/A |
| 9/30/2019 | 44,588 | 3,989 | N/A | -17,209 | N/A |
| 6/30/2019 | 49,809 | 3,387 | N/A | -16,697 | N/A |
| 3/31/2019 | 44,540 | 2,875 | N/A | -15,503 | N/A |
| 12/31/2018 | 39,627 | 2,760 | N/A | -15,231 | N/A |
| 9/30/2018 | 25,500 | 2,351 | N/A | -9,303 | N/A |
| 6/30/2018 | 12,223 | 2,130 | N/A | -9,774 | N/A |
| 3/31/2018 | 12,207 | 2,281 | N/A | -7,543 | N/A |
| 12/31/2017 | 11,768 | 2,398 | N/A | -6,330 | N/A |
| 9/30/2017 | 8,898 | 2,093 | N/A | -5,538 | N/A |
| 6/30/2017 | 8,258 | 2,201 | N/A | -4,168 | N/A |
| 3/31/2017 | 6,809 | 2,228 | N/A | -4,082 | N/A |
| 12/31/2016 | 5,542 | 1,633 | N/A | -2,390 | N/A |
| 9/30/2016 | 5,264 | 1,765 | N/A | -2,578 | N/A |
| 6/30/2016 | 5,290 | 1,682 | N/A | -212 | N/A |
| 3/31/2016 | 5,355 | 4,134 | N/A | 265 | N/A |
| 12/31/2015 | 5,441 | 4,780 | N/A | 281 | N/A |
| 9/30/2015 | 5,696 | 5,143 | N/A | 969 | N/A |
| 6/30/2015 | 5,846 | 5,329 | N/A | 477 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: BTS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: BTS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: BTS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: BTS 의 수익(연간 4.6%)이 TH 시장(연간 9.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: BTS 의 수익(연간 4.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: BTS는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 00:02 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
BTS Group Holdings Public Company Limited는 16명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kawee Manitsupavong | Asia Plus Securities Company Limited |
| Kaseedit Choonnawat | BofA Global Research |
| Suppata Srisuk | Bualuang Securities PCL |