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BTS Group AB (publ) (BGPBF) Q1 2026 Earnings Call Transcript
2026-05-21 · via All Articles on Seeking Alpha

BTS Group AB (publ) (BGPBF) Q1 2026 Earnings Call May 21, 2026 2:00 AM EDT

Company Participants

Jessica Parisi - President & CEO

Conference Call Participants

Ida Tillas

Presentation

Ida Tillas

Hi, everyone, and welcome to today's conference call together with BTS Group. My name is Ida Tillas. I work here at DNB Carnegie. And today, we are pleased to welcome Jessica Skon 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.

So without further ado, Jessica, please.

Jessica Parisi
President & CEO

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 and we expect that to continue.

Our revenue at the group level grew 5% in the first quarter, while EBITA grew 19%. We're very pleased that our North America turnaround is complete. BTS Europe continues to do fantastically from a growth perspective and a profit growth perspective. And BTS Other markets had a rough start to the year, and we expect them to recover during the second half.

So if we double-click into the 2 or the 3 different markets. And the other thing that I'll go deep on is that AI continues to be a very strong force for good for the firm, both in terms of our competitiveness and driving growth and in terms of our internal abilities to reinvent ourselves and drive productivity.

So if we look at BTS North America, back to profitable growth. Just to remind you, it was a year ago that we declared we wanted to do a turnaround in North America. We shifted out the leadership, and many different