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Orange Polska SA (PL:OPL)
:OPL
Earnings Data
Report Date
Apr 22, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.15Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive tone: the company reported sustained revenue and EBITDA growth, strong wholesale momentum, rapid expansion of fiber and 5G coverage, improved cash generation (PLN 1.0bn organic cash flow) and upgraded midterm cash targets. Key strategic initiatives—transformation, AI deployment, and FiberCo progress—support the optimistic guidance. Headwinds include weaker real estate disposals, one-off costs (restructuring provision, higher depreciation and finance costs), modest overall mobile ARPO growth (brand mix dilution), competitive pressure in B2B, and some regulatory/legal uncertainties. On balance, the positive operational and financial trends, upgraded guidance and material shareholder returns outweigh the negatives.Company Guidance
Top-line and profitability growth
Revenues and EBITDAaL grew by over 4% year-over-year in 2025 (Q4 revenues +4.6% YoY; full-year EBITDAaL growth ~4%), driven by core telecom services and wholesale expansion (core telecom +5.5%). Q4 EBITDAaL rose ~6% supported by a 5% increase in direct margin.
Strong shareholder returns and dividend uplift
Total shareholder return of 47% in 2025 (share price appreciation plus dividend). Proposed cash dividend PLN 0.61 per share, a 15% increase versus prior year and set as a new floor for the strategy period.
5G rollout and mobile network modernization
5G population coverage rose to 85% by end-2025 (from below 40% a year earlier). C-band coverage ~60% and 700 MHz rollout already at ~64%, supported by near-complete radio access modernization improving capacity and energy efficiency.
Rapid fiber expansion and market position
Orange Fiber reached ~10 million homes (about two-thirds of Polish households) after adding ~1 million households in 2025. Independent benchmarks ranked Orange fiber #1 for quality.
Commercial traction across key services
Convergence customer base and ARPO both increased ~4%. Fiber customer base +10% with ARPO almost +5%. Mobile postpaid added ~350,000 customers (~4% growth); main brand ARPO grew >5% (overall mobile ARPO <1% due to brand mix dilution).
Wholesale momentum
Wholesale revenue growth of ~13% (ex-legacy) for 2025 with a standout Q4 wholesale revenue increase of 27% YoY. Wholesale customers on the network grew ~36% after opening the network to third parties and signing a new fiber backhaul contract.
FiberCo (Swiatlowód Inwestycje) milestones
FiberCo completed its initial investment program in 2025, reaching 2.4 million households. FiberCo reported >PLN 140 million EBITDA with ~35% margin and secured financing for the next expansion program; Nexera acquisition expected to add synergies (subject to regulatory approval).
Cash generation and disciplined CapEx
Generated PLN 1.0 billion of organic cash flow in 2025. Economic CapEx (eCapEx) was PLN 1.8 billion (at the low end of guidance) and CapEx intensity declined to 13.8% of revenues, aligning with midterm efficiency targets.
Upgraded 2026–2028 financial guidance
2026 targets: revenues low single-digit growth, EBITDAaL growth 3–5%, organic cash flow at least PLN 1.1 billion. Midterm: stable eCapEx ~PLN 1.8 billion/year and organic cash flow target of at least PLN 1.4 billion by 2028 (implying ~40% increase vs 2025).
Transformation, digitalization and AI initiatives
Digital sales approaching 30% of sales (target 35% by 2028). Launched AI-enabled agents in customer care and advisor tools to reduce contacts and improve productivity; implemented measures (self-installation, remote tools, AI dispatching) to lower network operations costs.
Sustainability and social impact progress
CO2 emissions significantly reduced toward the 2028 target (all electricity from non-emission sources in 2025). Digital inclusion programs reached >200,000 beneficiaries. Improved circular economy efforts via used handset collection and higher share of refurbished fixed devices.
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 |
|---|---|---|---|
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% |
Apr 23, 2025 | zł9.18 | zł9.11 | -0.72% |
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 Apr 22, 2026, After Close (Confirmed).
What is Orange Polska SA (PL:OPL) earnings time?
Orange Polska SA (PL:OPL) earnings time is at Apr 22, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
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