Added to YB: 2025-08-28
Pitch date: 2025-08-22
BT-A.L [neutral]
BT Group plc
-16.07%
current return
Author Info
No bio for this author
Company Info
BT Group plc provides communications products and services in the United Kingdom, Europe, the Middle East, Africa, the Americas, and the Asia Pacific.
Market Cap
GBP 17.7B
Pitch Price
GBP 2.15
Price Target
N/A
Dividend
4.51%
EV/EBITDA
5.53
P/E
18.87
EV/Sales
1.96
Sector
Diversified Telecommunication Services
Category
value
Theodosian Capital | Stocks Update 22/8/2025 - BT Group plc
BT-A.L (update): UK mobile market consolidating from 5 to 3 players (VMO2, VodafoneThree vs BT) supports pricing. Monzo's 11m customers launching mobile service creates marginal headwind. Shares +44% YTD but still reasonable at 11.6x P/E given deleveraging/higher distributions post-2026 FTTP capex end.
Read full article (1 min)