Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Poland
/
Telecom
/
Orange Polska
Create a narrative
Orange Polska Community
WSE:OPL Community
3
Narratives
written by author
0
Comments
on narratives written by author
8
Fair Values set
on narratives written by author
Community Investing Ideas
Orange Polska
Popular
Undervalued
Overvalued
Orange Polska
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Polish Telecom Network Will Falter Amid Demographic And Legacy Pressures
Key Takeaways Demographic trends and customer shifts to digital services threaten revenue growth and drive declines in traditional telecom segments. High investment needs, regulatory risks, and intense competition are set to constrain profitability and limit dividend expansion.
View narrative
zł6.46
FV
44.9% overvalued
intrinsic discount
2.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Orange Polska
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Accelerating Digitalization Will Drive Fiber And 5G Expansion
Key Takeaways Rapid fiber and network expansion, along with digital service innovation, is driving strong subscriber growth and sustained revenue outperformance well above expectations. Strategic focus on high-margin B2B, IoT, and critical infrastructure positions the company for durable earnings, premium pricing power, and resilience against economic cycles.
View narrative
zł11.10
FV
15.7% undervalued
intrinsic discount
3.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Orange Polska
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
5G And FTTH Investments Will Expand Digital Infrastructure
Key Takeaways Strategic investment in advanced networks and digital services positions Orange Polska for sustained growth, margin expansion, and diversified revenue streams. Rising connectivity demand and supportive policy trends enable operational efficiencies and profitability improvements through digital transformation and B2B focus.
View narrative
zł9.43
FV
0.8% undervalued
intrinsic discount
2.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
Your Valuation for
OPL
OPL
Orange Polska
Your Fair Value
zł
Current Price
zł9.36
33.5% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
15b
2015
2018
2021
2024
2025
2027
2030
Revenue zł14.8b
Earnings zł1.1b
Advanced
Set Fair Value