BTS Group Holdings Gelecekteki Büyüme
Future kriter kontrolleri 0/6
BTS Group Holdings kazanç ve gelirin sırasıyla yıllık 24% ve 4.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 24.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde -1.4% olacağı tahmin edilmektedir.
Anahtar bilgiler
24.0%
Kazanç büyüme oranı
24.37%
EPS büyüme oranı
| Transportation kazanç büyümesi | 3.8% |
| Gelir büyüme oranı | 4.6% |
| Gelecekteki özkaynak getirisi | -1.39% |
| Analist kapsamı | Good |
| Son güncelleme | 12 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: BTS önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Kazançlar ve Piyasa: BTS önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Yüksek Büyüme Kazançları: BTS önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Gelir ve Pazar: BTS şirketinin gelirinin (yıllık 4.6% ) TH pazarından (yıllık 9.6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: BTS şirketinin gelirinin (yıllık 4.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: BTS 3 yıl içinde kârsız olması bekleniyor.
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 05:35 |
| Gün Sonu Hisse Fiyatı | 2026/05/21 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/03/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* 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
BTS Group Holdings Public Company Limited 16 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Kawee Manitsupavong | Asia Plus Securities Company Limited |
| Kaseedit Choonnawat | BofA Global Research |
| Suppata Srisuk | Bualuang Securities PCL |