Q1 2026 BTS Group AB Earnings Call Transcript

May 21, 2026 / 06:00 AM GMT

Release Date Price: $23.35

Transcript

Key Points

Positve

BTS Group AB (FRA:BX1B) reported a 5% revenue growth and a 19% increase in EBITDA for Q1 2026.
The North American market has successfully completed its turnaround, achieving 8% revenue growth and a 50% improvement in profitability.
BTS Europe experienced strong organic growth with a 17% increase in revenue, particularly in France and Germany.
AI initiatives have significantly contributed to the company's competitiveness and productivity, with AI-related bookings growing by 35% in Q1.
The company maintains a strong net cash position with a 97% cash conversion rate over the last 12 months, supporting its capital-light growth strategy.

Negative

BTS's other markets, particularly in Southeast Asia, faced a challenging start to the year, impacting overall profitability.
There are ongoing cost-cutting measures in North America, indicating potential operational challenges.
The company faces risks related to the turnaround in Asia, which may not materialize as expected in the second half of the year.
Changes in US tax legislation in 2025 are affecting BTS North America's financials, with uncertainties around future tax rates.
The traditional software and SaaS markets are experiencing caution, which could impact BTS's client base and revenue streams.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BTSb.ST - BTS Group AB
Q1 2026 BTS Group AB Earnings Call
May 21, 2026 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi everyone and welcome to today's conference call to get with BTS group.

My name is Ida Tillas. I work here at DMV Carnegie and today we are pleased to welcome Jessica Skun to the studio.

As always, if you have any questions, please feel free to ask them in the live chat on the right hand of your screen.

Without further ado, Jessica, please.

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Unidentified_2 [2]
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Thank you very much. Good morning, dear investors. I am very happy to be with you today for our Q1 report and I am super pleased to announce that BTS is back to profitable growth

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