Orange Polska SA (PL:OPL)
:OPL
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Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.21Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated solid commercial momentum and strong financial results: revenue growth across core lines, a double‑digit‑adjacent EBITDA uplift (9.5% YoY), a >50% jump in net income, improved cash generation, and clear progress in wholesale and fiber metrics. Management also flagged controllable improvement levers — pricing actions, transformation savings and a healthy pipeline for Q2 and beyond. Counterbalancing risks are mainly execution and timing issues (weather‑related CapEx delays), supply‑chain volatility affecting IT&IS and equipment sales, a return to normalized prepaid dynamics, and uncertainty around the timing of remaining VAT recoveries. Overall, positive operational and financial momentum outweighs the manageable near‑term headwinds.Company Guidance
Revenue Growth Across Core Lines
Total Q1 revenues grew almost 3% year‑on‑year, with core telecom services up nearly 5% YoY. Combined postpaid revenues (convergence, fixed broadband and mobile postpaid) rose ≈6% YoY.
Strong EBITDA and Profitability Improvement
Q1 EBITDA increased 9.5% YoY (with ~6% underlying growth). Direct margin expanded ~4.5% YoY. Management cites aiming for the upper end of full‑year EBITDA guidance.
Substantial Net Income Increase
Net income reached almost PLN 300 million in Q1, growing by over 50% YoY, supported by strong EBITDA and a high gain on real estate disposals.
Commercial Momentum — Mobile and Convergence
Mobile net additions exceeded 70,000 in Q1. Orange was the leader in mobile number portability (first time in years). Convergence customer base grew 4% YoY and ARPO across subscription services increased by more than 4%.
Fiber and Wholesale Performance
Fiber customer base expanded 10% YoY. Wholesale revenues grew 6% YoY despite the end of the national roaming contract; number of fiber accesses sold via wholesale customers increased ~40% YoY.
ARPO Improvements
Fixed broadband ARPO rose 3.7% YoY. Mobile ARPO for the main Orange brand increased ~5% YoY, supporting revenue quality.
IT&IS Growth
IT & IS revenues increased ~7% YoY driven by higher‑value integration and networking projects in B2B.
Cash Generation and CapEx Context
Organic cash flow improved by PLN 175 million YoY due to stronger EBITDA and lower CapEx. Reported eCapEx was PLN 300 million in Q1; management estimates ~PLN 70 million of CapEx was postponed due to harsh winter weather (timing impact).
One‑off VAT Relief Benefit and Ongoing Recoverable Amounts
Q1 EBITDA included a PLN 28 million one‑time gain from VAT relief on prior years' bad debts; an additional ~PLN 45 million remains potentially recoverable over the next 2–3 years. Ongoing bad debt recognition is expected to be slightly lower (c. PLN 2–3 million benefit per quarter).
Cost Discipline and Transformation Progress
Indirect costs were flat YoY, reflecting operating leverage and efficiency gains (network operations, employment optimization, lower property maintenance). Management is accelerating a transformation program targeting further cost benefits (~PLN 100 million incremental impact aimed for 2026 vs 2025).
PL:OPL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PL:OPL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | zł14.45 | zł14.25 | -1.38% |
Feb 18, 2026 | zł12.27 | zł13.00 | +5.95% |
Oct 22, 2025 | zł9.26 | zł9.17 | -0.93% |
Jul 28, 2025 | zł8.79 | zł8.82 | +0.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Orange Polska SA (PL:OPL) report earnings?
Orange Polska SA (PL:OPL) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
What is Orange Polska SA (PL:OPL) earnings time?
Orange Polska SA (PL:OPL) earnings time is at Jul 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Orange Polska SA stock?
The P/E ratio of Orange Polska SA is N/A.
What is PL:OPL EPS forecast?
Currently, no data Available