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Added to YB: 2026-01-12

Pitch date: 2026-01-01

BT-A.L [bullish]

BT Group plc

-1.82%

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 17.8B

Pitch Price

GBP 1.84

Price Target

N/A

Dividend

4.48%

EV/EBITDA

5.54

P/E

18.98

EV/Sales

1.97

Sector

Diversified Telecommunication Services

Category

value

Show full summary:
Theodosian Capital | End of Year Review 2025 - BT Group plc

BT-A.L (added to position): +28% in 2025. FTTP build completes Dec 2026 triggering cash inflection. Capex step-down, 4,600 exchange decommissioning, copper recycling, asset sales boost FCF. Pension contributions drop £780M to £180M from 2032. Multi-year deleveraging ahead w/ rating upgrade potential (Baa2). 10.3x PE, 4.5% yield.

Read full article (1 min)