BT Group plc

LSE:BT.A Stok Raporu

Piyasa değeri: UK£21.3b

BT Group Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 3/6

BT Group şirketinin kazançları yıllık ortalama -7.7% oranında azalırken, Telecom sektörünün kazançları yıllık 9.1% oranında artan oldu. Gelirler yıllık ortalama 1.3% oranında azalan oldu. BT Group şirketinin öz sermaye getirisi 7.5% olup, net marjı 4.7% dir.

Anahtar bilgiler

-7.66%

Kazanç büyüme oranı

-9.98%

EPS büyüme oranı

Telecom Sektör Büyümesi14.50%
Gelir büyüme oranı-1.30%
Özkaynak getirisi7.54%
Net Marj4.74%
Sonraki Kazanç Güncellemesi21 May 2026

Yakın geçmiş performans güncellemeleri

BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

May 29
BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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

Dec 30
What You Can Learn From BT Group plc's (LON:BT.A) P/E

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.

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.

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

Nov 24
BT Group (LON:BT.A) Is Due To Pay A Dividend Of £0.0245

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.

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

Nov 09
BT Group's (LON:BT.A) Dividend Will Be £0.0245

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

Nov 07
BT Group's (LON:BT.A) Returns Have Hit A Wall

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.

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.

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.

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

Sep 26
Is BT Group (LON:BT.A) Using Too Much Debt?

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

Sep 08
Some Confidence Is Lacking In BT Group plc's (LON:BT.A) P/E

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.

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

Jul 24
BT Group (LON:BT.A) Has Announced That It Will Be Increasing Its Dividend To £0.0576

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

Jul 09
BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

Returns On Capital At BT Group (LON:BT.A) Have Stalled

Jul 02
Returns On Capital At BT Group (LON:BT.A) Have Stalled

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

Jun 12
BT Group's (LON:BT.A) Upcoming Dividend Will Be Larger Than Last Year's

BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

May 29
BT Group's (LON:BT.A) Solid Earnings Have Been Accounted For Conservatively

BT Group (LON:BT.A) Is Increasing Its Dividend To £0.0576

May 25
BT Group (LON:BT.A) Is Increasing Its Dividend To £0.0576
User avatar

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.

Gelir ve Gider Dağılımı

BT Group nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

LSE:BT.A Gelir, gider ve kazançlar (GBP Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
30 Sep 2520,0519509000
30 Jun 2520,2051,0029210
31 Mar 2520,3581,0549410
31 Dec 2420,4339109700
30 Sep 2420,5077669980
30 Jun 2420,6528111,0180
31 Mar 2420,7978551,0380
31 Dec 2320,6901,4351,8650
30 Sep 2320,7221,8561,0310
30 Jun 2320,7521,9051,3460
31 Mar 2320,6811,9051,0900
31 Dec 2220,7671,7084140
30 Sep 2220,9111,7361,1250
30 Jun 2220,9131,6944140
31 Mar 2220,8501,2741,0420
31 Dec 2120,9491,0824050
30 Sep 2121,0461,0478930
30 Jun 2121,1541,0264050
31 Mar 2121,3311,4724050
31 Dec 2021,7171,4843030
30 Sep 2022,0281,5224270
30 Jun 2022,5201,6773030
31 Mar 2022,9051,7344270
31 Dec 1923,1162,0393220
30 Sep 1923,3072,1753220
30 Jun 1923,3462,1153220
31 Mar 1923,4282,1593220
31 Dec 1823,5252,36800
30 Sep 1823,5252,2753170
30 Jun 1823,6042,29600
31 Mar 1823,7232,0323170
31 Dec 1723,8781,69000
30 Sep 1724,0361,56300
30 Jun 1724,1221,60500
31 Mar 1724,0621,9083650
31 Dec 1623,5102,23600
30 Sep 1622,0122,62800
30 Jun 1620,4272,54300
31 Mar 1619,0122,46600
31 Dec 1518,1512,44800
30 Sep 1517,9962,24000
30 Jun 1517,9852,20500

Kaliteli Kazançlar: BT.A büyük bir tek seferlik zarar ile £812.0M, 30th September, 2025 tarihine ait son 12 aylık mali sonuçları etkiliyor.

Büyüyen Kar Marjı: BT.A 'nin mevcut net kar marjları (4.7%) geçen yılın (3.7%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: BT.A şirketinin kazançları son 5 yılda yılda 7.7% oranında azaldı.

Büyüme Hızlandırma: BT.A 'un son bir yıldaki kazanç büyümesi ( 24% ) 5 yıllık ortalamasını (yıllık -7.7% ) aşıyor.

Kazançlar vs. Sektör: BT.A geçen yılki kazanç büyümesi ( 24% ) Telecom sektörünün -6% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: BT.A 'nin Özsermaye Getirisi ( 7.5% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/30 17:56
Gün Sonu Hisse Fiyatı2026/04/30 00:00
Kazançlar2025/09/30
Yıllık Kazançlar2025/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

BT Group plc 40 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Andrew Charles BealeArete Research Services LLP
John DaviesBanco Santander
Maurice PatrickBarclays