BTS Group AB (BGPBF) Stock Price & Analysis
BGPBF Stock Chart & Stats
- Day’s Range
- $15.30 - $15.30
- 52-Week Range
- $15.30 - $23.35
- Previous Close
- $15.30
- Volume
- 200
- Average Volume (3M)
- 0
- Market Cap
- $456.54M
- Enterprise Value
- $3.54B
- Total Cash (Recent Filing)
- $422.55M
- Total Debt (Recent Filing)
- $606.85M
- Price to Earnings (P/E)
- 47.2
- Beta
- 0.09
- Next Earnings
- Nov 06, 2026 (Est.)
- EPS Estimate
- 0.12
- Next Dividend Ex-Date
- Nov 06, 2026
- Dividend Yield
- 2.42%
Bulls Say, Bears Say
Bulls Say
AI Revenue And Productivity
Rapidly growing AI-related revenue is becoming a material business line rather than remaining only a strategic initiative. Reported productivity gains also show that BTS can apply AI internally and in client work, supporting future growth and operating leverage.
Cash Strength And Capital-light Model
Strong cash conversion and net cash provide financial flexibility to invest in growth and pursue acquisitions without relying on new shareholder capital. The long-term revenue record, with most growth generated organically, supports the durability of the underlying services model.
Broad Operating Recovery
Improving revenue, profit, and margins across the group indicate that operational momentum is translating into better earnings quality. The North American recovery and strong European performance broaden the growth base and can support further improvement over coming quarters.
Bears Say
Profitability Compression
The sharp deterioration in gross and net margins reduces the earnings produced from each unit of revenue and raises questions about the sustainability of historical profitability. Even with positive operating profit, weaker returns can constrain reinvestment and make execution more important.
Asia Pacific Underperformance
Persistent weakness in Asia Pacific and other underperforming units is weighing on an otherwise stronger group result. Lower profit and margin in this segment can dilute consolidated operating leverage, while recovery expectations still depend on improving execution across those markets.
Higher AI Consumption Costs
As AI-related activity scales, higher token consumption costs could absorb part of the revenue and productivity benefits currently supporting the strategy. BTS will need software optimization and other efficiencies to prevent this structural cost increase from pressuring margins.
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Company Description
BTS Group AB
BTS Group AB (publ) functions as a dedicated professional services provider, organizing its operations across distinct segments: BTS North America, BTS Europe, BTS Other Markets, and APG. The company delivers a comprehensive suite of solutions tailored to clients' needs, encompassing strategic implementation, leadership development initiatives, in-depth assessments, cultivating business acumen, optimizing sales organizations, executive coaching, digital product development, event coordination, and talent management alongside succession planning. Furthermore, the firm specializes in human-centric consulting services. Headquartered in Stockholm, Sweden, the company was established in 1986.
- Sector
- Industrials
- Industry
- Consulting Services
- CEO
- Jessica Skon
- Employees
- 1,078
- Website
- www.bts.com
- Address
- Grevgatan 34, Stockholm, AB, 114 53, SE
BTS Group AB (BGPBF) Earnings & Revenues
BGPBF Company Deck
BGPBF Earnings Call
Earnings Call SentimentPositive
The call conveyed solid operational momentum: group revenue (+9%) and EBITA (+13%) growth, a clear North America recovery, exceptional Europe performance, rapid AI-driven revenue expansion (AI now 10% of revenue and +221% YoY), and meaningful productivity gains (SEK 74m). Management raised guidance and highlighted strong cash conversion and a capital-light model. Key negatives are concentrated: Other Markets (Asia Pacific) underperformance with profit down 26% and margin deterioration, short-term one-off costs and severance related to restructuring and acquisitions, and an expected rise in AI token costs next year that will need to be offset by efficiency gains. On balance, positive operational trends and the sizable AI revenue opportunity outweigh the localized/short-term challenges.
View all BGPBF earnings summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 12 | 0 | 6 |
| Technical Analysis | 4 | 0 | 2 |
| Moving Averages | 8 | 0 | 4 |








