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BTS Group (BTS) Fair Value & Analysis

Industrials · TH · Market cap 32.5B THB

BG BTS Group BTS · BK
Price2.04 THB
Fair Value2.75 THB
Upside+34.8%
Quality80/100
Evidence: Medium Range 2.75 THB – 3.45 THB

Fair value as of: Jun 24, 2026

From 23 valuation models · updated 6 days ago

Fair value updated Jun 24, 2026 — revised from 5.82 THB to 2.75 THB (−52.7%) since Jun 23, 2026. Share price +2.9% over the past month.

Price vs Fair Value (12 months)

4.16 THB 1.93 THB Fair Value 2.75 THB Jun 2025 Jun 2026

12‑month range 1.93 THB – 4.16 THB · fair‑value band 2.75 THB – 3.45 THB · the 2.04 THB price screens below the 2.75 THB fair value. As of Jun 24, 2026.

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Analysis

BTS Group (BTS) currently trades at 2.04 THB, while our model-based Fair Value estimate is 2.75 THB — implying the stock looks roughly 34.8% undervalued today. We read business quality at 80/100 (high quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium) — always confirm before acting.

Over the trailing twelve months, BTS Group generated revenue of 23.4B THB at a net margin of -4.9%. Revenue grew 3.9% year over year. It earns a return on equity of -2.4%. Net debt stands at 149B THB. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 23.4B THB
Revenue growth (YoY) +3.9%
Net margin -4.9%
Return on equity -2.4%
Free cash flow 38.7B THB FY2025
Operating margin 6.4%
More key figures
EPS (TTM) -0.0700 THB
EPS growth (YoY) -45.8%
Net debt 149B THB FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

BTS Group Holdings Public Company Limited engages in mass transportation, marketing, and other businesses in Thailand. It operates in three segments: Move, Mix, and Match. The Move segment operates and maintains BTS Sky Train system; constructs, installs, operates, and maintains electric rails; and provides train procurement services and other related, and bus rapid transit services. Its Mix segment offers marketing solutions through offline and online media; advertising, digital, and sales services; system installation and integration services; and insurance brokerage services for offline and online distribution channels, as well as services related to rabbit card. The Match segment offers investment in various businesses, such as hotel business, rental business, management business real estate for sale business, insurance business, asset management business restaurants operations, construction service business, golf course services, system installation service business, and other …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

BTS Group reported revenue of 18.1B THB in FY2025 versus 34.7B THB in FY2021, a compound −15.0%/yr. Reported net income was 2.1B THB in FY2025, compounding −17.5%/yr from FY2021.

Revenue −15.0%/yr
FY21 34.7B THB
FY22 25.8B THB
FY23 18.0B THB
FY24 18.2B THB
FY25 18.1B THB
Net income −17.5%/yr
FY21 4.6B THB
FY22 3.8B THB
FY23 1.8B THB
FY24 −5.2B THB
FY25 2.1B THB

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Frequently asked questions

Is BTS Group (BTS) undervalued?
As of Jun 24, 2026, our model estimates a fair value of 2.75 THB versus a price of 2.04 THB — about +35% (undervalued). Model-based estimate, not financial advice.
What is the fair value of BTS?
Our 21-model fair value for BTS Group is 2.75 THB (as of Jun 24, 2026), built from audited fundamentals. The current price is 2.04 THB.
What is the quality score of BTS?
BTS Group has a Quality Score of 80/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of BTS Group (BTS)?
BTS Group reported trailing-twelve-month revenue of about 23.4B THB (latest available figure, as of Jun 24, 2026).
What is the net profit margin of BTS?
The net profit margin of BTS Group is about -4.9%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.