Main industries for revenues:

1. Telecommunication services
2. IT services and network solutions
3. Media and entertainment

TOP 3 markets and their percentage shares:

1. United Kingdom: approx. 70%
2. Europe (excluding UK): approx. 15%
3. Asia-Pacific: approx. 10%

BT Group plc generates the majority of its revenues from the domestic market in the United Kingdom, which is attributed to its strong market presence and infrastructure in the region. Europe and the Asia-Pacific region are also significant markets served through strategic partnerships and investments in network solutions.

Production Sites: United Kingdom, India, Europe

BT Group plc is a leading telecommunications company mainly operating in the United Kingdom. The production and development of services and products are primarily carried out in the United Kingdom. Additionally, BT Group also has significant operational and development centers in India focusing on software development and IT services.

In Europe, BT Group operates several branches focusing on the sales and provision of telecommunications services. These sites support the company's international business activities and contribute to its global reach.

Strategic Growth Areas:

• 5G Infrastructure: Expansion and improvement of 5G networks
• Fiber Optic Expansion: Investments in fiber optic expansion
• Digital Services: Expansion of digital services

BT Group plc is heavily focusing on expanding their 5G infrastructure to secure a leading position in the telecommunications sector. Through significant investments in network infrastructure, the company aims to enhance network coverage and quality, benefiting both private and business customers.

Another key area of focus is fiber optic expansion. BT plans to extend the reach of their fiber optic networks to meet the increasing demand for fast and reliable internet connections. This is part of their long-term strategy to strengthen competitiveness and attract new customers.

In addition, BT is investing in digital services to diversify their offerings and tap into new revenue streams. This includes cloud services, cybersecurity solutions, and other innovative products tailored to the needs of modern businesses.

Main raw materials: Fiber optic cables, copper, electronic components
Main supplying countries: China, Germany, USA

BT Group plc mainly imports fiber optic cables and copper, which are necessary for the expansion and maintenance of its telecommunications infrastructure. Fiber optic cables are often sourced from China and Germany, as these countries are leading in the production of high-quality fiber optic materials.

In addition, BT imports electronic components needed for network equipment and end devices. These components often come from the USA, known for their advanced technology production. Diversifying supply chains is important for BT to ensure supply security and minimize potential geopolitical risks.

Market share in the British telecommunications market: approximately 30% (2024, estimate)

Investments in fiber optic infrastructure: £15 billion by 2026 (planned investments)

Net debt: £18 billion (2024)

BT Group plc has a significant competitive advantage in the British telecommunications market, primarily demonstrated by its large market share and extensive infrastructure. The company is a leading provider of fixed-line and broadband services and is heavily investing in expanding its fiber optic infrastructure to enhance network coverage and quality.

The planned investments of £15 billion by 2026 in fiber optic infrastructure are intended to further strengthen competitiveness and secure market position. Despite a high net debt of £18 billion, BT remains a significant player in the telecommunications sector due to its strategic investments and market position.

However, BT is also facing pressure from regulatory challenges and intense competition from other major providers such as Vodafone and Virgin Media O2, who are also investing in expanding their networks.

Institutional Investor Share: approximately 60% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in BT Group plc is around 60%, which is typical for a company of this size and industry. Institutional investors such as pension funds, investment funds, and insurance companies traditionally hold large stakes in established companies like BT Group to benefit from their stable earnings.

There were no significant insider transactions in the last quarter, indicating that the management and other insiders currently do not expect any significant changes in their assessment of the company's value. Such transactions are often seen as indicators of the company's future performance, as insiders have detailed information about the company's strategy and performance.

Market share of BT Group plc: 28% (2025, estimated share in the British telecommunications market)

Main competitors and their market shares:

1. Vodafone Group plc: 25%
2. Sky Group: 18%
3. Virgin Media O2: 15%
4. TalkTalk Telecom Group: 8%
5. Three UK: 6%

Moat of BT Group plc:

BT Group plc has a significant moat, mainly characterized by its extensive infrastructure and strong brand presence. As one of the oldest and most established telecommunications providers in the United Kingdom, BT has an advantage through its extensive network, which includes both fixed-line and broadband services.

Another advantage is their strong position in enterprise services and the expansion of fiber optic networks, giving them a technological edge. Additionally, BT benefits from long-term contracts with large corporate clients and the government.

In comparison to competitors, Vodafone has a strong international presence that can be considered a moat, while Sky Group excels through its media and entertainment offerings. Virgin Media O2 has a combined advantage through the merger of mobile and broadband services.

Overall, BT Group has a significant moat, but the competition is intense, and each competitor has their own strengths that make them competitive in different segments of the market.

Revenue Growth: 2.5% (2024) EBITDA Margin: 30% (2024) Net Debt to Equity Ratio: 1.8 (2024)

In 2024, BT Group plc recorded a moderate revenue growth of 2.5%, driven by stable income from the telecommunications business. The EBITDA margin of 30% indicates that the company is able to efficiently manage its operating costs and generate solid profits.

The net debt to equity ratio of 1.8 suggests that the debt level in relation to equity is at an acceptable level. This provides the company with financial flexibility to invest in future growth projects or reduce debt.

Overall, BT Group demonstrates stable financial performance with solid operational efficiency. However, potential investors should also consider the company's long-term growth strategies and market conditions in the telecommunications sector before making an investment decision.

Dividend Yield: 6.5% (2025, estimated)
Dividend History: Stable payout in recent years

BT Group plc has pursued a consistent dividend policy in recent years. The dividend yield of approximately 6.5% in 2025 shows that the company continues to strive to provide its shareholders with regular payouts.

The reliability of the dividend depends on several factors, including the financial health of the company, market conditions, and regulatory changes. BT Group has proven in the past that it is able to pay dividends even in challenging times, indicating a certain level of stability. Analysts expect the dividend to remain stable in the near future, provided there are no significant negative developments in the operating business environment.