BTS Group AB (0KGY) AI Stock Analysis
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BTS Group AB
(LSE:0KGY)
No summary available
BTS Group AB (0KGY) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- SEK 432.98M
- Dividend Yield
- 2.27%
- Average Volume (3M)
- 2,214
- Price to Earnings (P/E)
- 47.2
- Beta (1Y)
- 0.82
- Revenue Growth
- -4.13%
- EPS Growth
- -71.81%
- Country
- UK
- Employees
- 1,078
- Sector
- Industrials
- Sector Strength
- 63
- Industry
- Consulting Services
BTS Group AB Business Overview & Revenue Model
Company Description
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 tailor...
BTS Group AB Earnings Call Summary
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.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management raised full‑year guidance to be "significantly better than 2025" after Q2 results showing 9% currency‑adjusted revenue growth, 13% profit growth and EBITA margin improvement to 12.3% (from 11.7%). They expect North America to stay strong in H2 after returning to double‑digit organic revenue growth and profitability up ~60% with EBITDA margin back to 37.5% (and, excluding two one‑off businesses plus the Sounding Board acquisition, margin would have been ~4 percentage points higher). Europe delivered 25% revenue growth and 38% profit growth with a 16.2% EBITDA margin, while Other Markets were flat on revenue with profits down 26% and margin slipping to 12.5% (from 17.9%) but are forecast to recover and post EBITDA growth as early as Q3. AI is now 10% of group revenue, AI‑related revenue grew 221% y/y to SEK 76m (with SEK 74m in realized AI productivity gains); token costs are currently ~USD 400k but are modeled to rise ~4x next year to USD 1.2–1.6m (offset in part by ongoing software optimizations and a new platform). Cash conversion was 84% LTM, the group remains net‑cash positive, and long‑term metrics include a 12% revenue CAGR since IPO (≈2/3 organic) with historical dividend payouts of 40–65% of PAT; management expects continued margin improvement from additional ~USD 1.15m annualized cost saves (plus ~USD 400k Q2 severance) and further operational rebalancing over the next ~4 quarters.
BTS Group AB Peers Comparison
Overall Rating
SE:AFRY67Neutral
SE:KAR66Neutral
SE:PION.B62Neutral
SE:COOR61Neutral
SE:REJL.B61Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| SE:AFRY | 67Neutral | SEK 14.69B | 17.13 | 6.63% | 4.63% | -3.51% | -7.54% |
| SE:KAR | 66Neutral | SEK 8.16B | 8.96 | 35.99% | ― | -3.53% | 1462.04% |
| Sector * | 63Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
| SE:PION.B | 62Neutral | SEK 336.27M | 18.51 | 13.61% | ― | -2.39% | ― |
| SE:COOR | 61Neutral | SEK 4.68B | 17.76 | 17.45% | 6.97% | -0.68% | 81.93% |
| SE:REJL.B | 61Neutral | SEK 3.40B | 19.84 | 8.01% | 3.52% | 6.51% | -22.98% |
* Industrials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:0KGY | BTS Group AB Class B | 231.50 | 41.96 | 22.14% | |
| SE:AFRY | AFRY AB Class B | 129.70 | -27.04 | -17.25% | |
| SE:PION.B | Poolia AB Class B | 6.98 | 1.62 | 30.22% | |
| SE:KAR | Karnov Group AB | 82.00 | -31.40 | -27.69% | |
| SE:REJL.B | Rejlers AB Class B | 149.00 | -43.46 | -22.58% | |
| SE:COOR | Coor Service Management Holding AB | 49.20 | 6.38 | 14.90% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.