Orange Polska S.A.

WSE:OPL Lagerbericht

Marktkapitalisierung: zł20.6b

Orange Polska Management

Management Kriterienprüfungen 2/4

Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.

Wichtige Informationen

Liudmila Climoc

Geschäftsführender

zł7.6m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts83.42%
Amtszeit als Geschäftsführer2.9yrs
Eigentum des Geschäftsführersn/a
Durchschnittliche Amtszeit des Managements10.8yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder5.5yrs

Jüngste Management Updates

Recent updates

Narrative-Update Jul 30

OPL: Updated Guidance And Higher P/E Assumptions Will Support Future Upside

Analysts have raised their price target for Orange Polska from PLN16.60 to PLN17.50, citing updated assumptions on revenue growth, profit margins and future P/E levels as key drivers of the revision. What’s in the News for Orange Polska Orange Polska updated earnings guidance for 2026 and now expects revenue growth in the low to mid single digit range year on year, compared with earlier guidance of low single digit growth.
Analyseartikel Jul 30

Orange Polska S.A. Beat Revenue Forecasts By 6.4%: Here's What Analysts Are Forecasting Next

Investors in Orange Polska S.A. ( WSE:OPL ) had a good week, as its shares rose 8.2% to close at zł15.90 following the...
Narrative-Update Jul 15

OPL: Higher Revenue And Margin Assumptions Will Support Stronger Future Upside

The analyst price target for Orange Polska has been revised from PLN15.80 to PLN16.60, with analysts pointing to updated assumptions on revenue growth, profit margins and future P/E as key reasons for the change. What's in the News Analyst price target for Orange Polska set at PLN16.60, up from PLN15.80, based on revised assumptions for revenue, profit margins and future P/E.
Narrative-Update Jul 01

OPL: 2026 Outlook And Rich P E Multiple Will Shape Returns

Analysts have adjusted their price target for Orange Polska to PLN 13.76 from PLN 12.16, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Orange Polska Orange Polska provided earnings guidance for 2026, indicating an expectation for revenue to change at a low single digit level, according to company guidance.
Narrative-Update Jun 17

OPL: Index Removal And Muted 2026 Outlook Will Pressure Share Price

Analysts have raised their price target on Orange Polska slightly to PLN 7.24, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that modestly adjust their valuation framework. What’s in the News for Orange Polska Orange Polska issued earnings guidance for 2026, indicating that revenue is expected to change at a low single-digit level, according to the company’s guidance announcement.
Narrative-Update Jun 03

OPL: Index Exit And Modest Guidance Will Likely Cap Future Upside

Analysts have nudged their price target for Orange Polska higher from PLN 6.58 to PLN 7.24, citing updated assumptions around discount rates, modest revenue growth, slightly stronger profit margins, and a higher future P/E multiple. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to rise at a low single digit rate.
Narrative-Update May 18

OPL: Index Removal And Dividend Plan Will Support Measured Fair Value View

Analysts have lifted their price target on Orange Polska slightly, from PLN 15.50 to PLN 15.80, citing updated assumptions around revenue growth, profit margins, a lower discount rate, and a reduced future P/E estimate. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to be at a low single digit growth level for the period (company guidance).
Narrative-Update May 02

OPL: Index Removal Will Likely Limit Future Upside Potential

Analysts have trimmed their price target for Orange Polska to PLN 6.58 from PLN 6.92, citing updated assumptions around the discount rate, revenue growth, profit margin and a lower future P/E multiple. What's in the News Orange Polska issued earnings guidance for 2026, indicating it expects revenue to change at a low single digit level for the period (company guidance).
Narrative-Update Apr 17

OPL: Index Exit And Rich P E Multiple Will Pressure Returns

The analyst price target for Orange Polska has been raised from PLN10.66 to PLN12.16, with analysts citing revised assumptions around the discount rate, profit margins and future P/E multiples as the key drivers behind this change. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to change at a low single digit level for the period (company guidance).
Narrative-Update Apr 03

OPL: Index Exit And Dividend Outlook Will Support Measured Fair Value View

Analysts have maintained their price target for Orange Polska at PLN 15.50, citing slightly refined assumptions around the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the unchanged view. What's in the News Orange Polska has been dropped from the WIG 20 Index, which may affect how some index-tracking funds and benchmark focused investors treat the stock (Key Developments).
Narrative-Update Mar 20

OPL: Higher Margin Outlook And Future P/E Will Support Bullish Dividend Appeal

Analysts have lifted their price target on Orange Polska from PLN 12.00 to PLN 15.50, citing updated assumptions that combine a slightly adjusted discount rate and revenue growth outlook with a higher profit margin and future P/E estimate. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.6100 per share.
Narrative-Update Mar 06

OPL: Higher Dividend Assumptions Will Likely Leave Shares Looking Overvalued

Analysts have adjusted their price target on Orange Polska to PLN 10.66 from PLN 10.24, reflecting updated assumptions on revenue growth, profit margins, discount rate and future P/E expectations. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.61 per share, with an ex-dividend date of June 23, 2026, a record date of June 24, 2026, and payment scheduled for July 8, 2026 (Key Developments).
Narrative-Update Feb 20

OPL: Modest Dividend Outlook Will Contrast With Elevated Future P E Expectations

Analysts have maintained their PLN 12.00 price target for Orange Polska, with updated assumptions reflecting a slightly lower discount rate, a modestly different revenue growth outlook, a small adjustment to profit margin expectations, and a marginally higher future P/E multiple. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.61 per share, with payment scheduled for July 8, 2026 (Key Developments).
Analyseartikel Feb 16

Orange Polska S.A.'s (WSE:OPL) Intrinsic Value Is Potentially 95% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Orange Polska fair value estimate is zł23.76 Orange Polska is...
Narrative-Update Feb 06

OPL: Higher Required Return Will Likely Limit Future Upside Potential

Analysts have raised their fair value estimate for Orange Polska from €6.46 to €6.92, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Valuation Changes Fair Value Estimate was raised from €6.46 to €6.92 per share, representing a moderate upward revision.
Narrative-Update Jan 22

OPL: Refined Assumptions Will Support Stronger Future Earnings Multiple Outlook

Analysts have maintained their price target for Orange Polska at €12.00, citing only modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially change their overall view of the stock's valuation. Valuation Changes Fair Value: Unchanged at €12.00, indicating no shift in the central valuation estimate for Orange Polska.
Narrative-Update Jan 08

OPL: Higher Required Return Will Support Stronger Earnings Multiple Outlook

Narrative Update on Orange Polska Analysts have lifted their fair value estimate for Orange Polska from €11.10 to €12.00. They point to updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of the new price target.
Analyseartikel Jan 08

Some Confidence Is Lacking In Orange Polska S.A.'s (WSE:OPL) P/E

Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 15.3x might make it look like a sell right now...
Narrative-Update Dec 24

OPL: Earnings Multiples And Margins Are Expected To Remain Steadily Supportive

Analysts have modestly raised their price target on Orange Polska, citing slightly higher long term earnings multiples and a marginally increased discount rate that together support an updated fair value assessment in the low €10 range. Valuation Changes Fair Value Estimate remains unchanged at approximately €10.24 per share, indicating no revision to the intrinsic value assessment.
Analyseartikel Dec 18

The Return Trends At Orange Polska (WSE:OPL) Look Promising

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrative-Update Dec 10

OPL: Margins And Multiples Are Expected To Improve While Staying Reasonable

Analysts have raised their price target on Orange Polska from €9.87 to €10.24, citing slightly higher expected revenue growth, a modest uptick in profit margins, and a somewhat richer forward P E multiple outlook. Valuation Changes Fair Value Estimate has risen slightly from €9.87 to €10.24, reflecting a modest uplift in the intrinsic valuation of Orange Polska shares.
Analyseartikel Dec 03

Is Orange Polska (WSE:OPL) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrative-Update Nov 26

OPL: Margins Are Expected To Strengthen Modestly As Valuation Remains Balanced

Analysts have raised their price target for Orange Polska from €9.61 to €9.87, citing moderate improvements in profit margin forecasts. This comes despite slightly tempered expectations for revenue growth.
Analyseartikel Oct 30

Orange Polska's (WSE:OPL) Promising Earnings May Rest On Soft Foundations

Despite posting some strong earnings, the market for Orange Polska S.A.'s ( WSE:OPL ) stock hasn't moved much. Our...
Analyseartikel Oct 06

Is There An Opportunity With Orange Polska S.A.'s (WSE:OPL) 47% Undervaluation?

Key Insights Orange Polska's estimated fair value is zł17.02 based on 2 Stage Free Cash Flow to Equity Orange Polska's...
Analyseartikel Sep 19

Orange Polska S.A.'s (WSE:OPL) Business Is Trailing The Market But Its Shares Aren't

There wouldn't be many who think Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 12.7x is worth...
Narrative-Update Sep 17

5G And FTTH Investments Will Expand Digital Infrastructure

The consensus analyst price target for Orange Polska was marginally increased to PLN9.61, primarily reflecting a slight rise in the company’s Future P/E multiple while net profit margin remained stable. Valuation Changes Summary of Valuation Changes for Orange Polska The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from PLN9.43 to PLN9.61.
Analyseartikel Sep 03

Orange Polska (WSE:OPL) Is Experiencing Growth In Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
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Neues Narrative Feb 06

Opening Fiber Network To 25 Million Homes Will Strengthen Future Market Position

Expansion and monetization of fiber network and spectrum auction could drive revenue growth and boost service quality in nonurban areas.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Liudmila Climoc im Vergleich zu den Einnahmen von Orange Polska verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jun 30 2026n/an/a

zł873m

Mar 31 2026n/an/a

zł866m

Dec 31 2025zł8mzł6m

zł762m

Sep 30 2025n/an/a

zł894m

Jun 30 2025n/an/a

zł920m

Mar 31 2025n/an/a

zł877m

Dec 31 2024zł6mzł6m

zł913m

Sep 30 2024n/an/a

zł784m

Jun 30 2024n/an/a

zł767m

Mar 31 2024n/an/a

zł775m

Dec 31 2023zł2mzł1m

zł818m

Vergütung im Vergleich zum Markt: LiudmilaDie Gesamtvergütung ($USD2.04M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Polish ($USD593.85K).

Entschädigung vs. Einkommen: LiudmilaDie Bezüge der Mitarbeiter sind um mehr als 20 % gestiegen, während die Unternehmensgewinne im vergangenen Jahr um mehr als 20 % gesunken sind.


Geschäftsführer

Liudmila Climoc (51 yo)

2.9yrs
Amtszeit
zł7,630,000
Vergütung

Ms. Liudmila Climoc is Chief Executive Officer & President of Management Board of Orange Polska S.A. from September 01, 2023. She served as Chief Executive Officer of S.C. Orange România S.A. since 2016 un...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Liudmila Climoc
CEO & President of Management Board2.9yrszł7.63mkeine Daten
Marie-Noelle Jego-Laveissiere
Deputy CEO & Deputy Chairwoman of the Supervisory Board5.9yrskeine Datenkeine Daten
Jolanta Dudek
Vice President in Charge of Consumer Market10.8yrszł3.42m0.00065%
PLN 133.7k
Bozena Lesniewska
Vice President in Charge of Business Market & Deputy CEO of Business Market10.8yrszł3.66mkeine Daten
Jacek Kunicki
CFO, In Charge of Finance6.4yrszł3.33mkeine Daten
Jacek Kowalski
MD of Human Resources & Management Board Member in charge of Human Capital15.6yrszł2.72mkeine Daten
Maciej Nowohonski
Member of Management Board & In Charge of Carriers Market and Real Estate Sales12.4yrszł2.83m0.0019%
PLN 390.9k
Witold Drozdz
Member of Management Board & In Charge of Strategy and Corporate Affairs7.8yrszł2.73mkeine Daten
Piotr Jaworski
CTO, In Charge of Networks and Technology & Member of Management Board9.9yrszł2.84m0.000050%
PLN 10.3k
Marc Ricau
Secretary of the Supervisory Board & Member of Supervisory Boardno datakeine Datenkeine Daten
Leszek Iwaszko
Director of Investor Relations Department12.3yrskeine Datenkeine Daten
Jacques Champeaux
Executive Vice President of Regulatory Affairs22.3yrskeine Datenkeine Daten
10.8yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von OPL ist erfahren und erfahren (durchschnittliche Amtszeit von 10.8 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Marie-Noelle Jego-Laveissiere
Deputy CEO & Deputy Chairwoman of the Supervisory Board5.8yrskeine Datenkeine Daten
Marc Ricau
Secretary of the Supervisory Board & Member of Supervisory Board13.8yrskeine Datenkeine Daten
Maria Wisniewska
Independent Member of the Supervisory Board8.3yrszł350.00kkeine Daten
Jean-Marc Vignolles
Member of Supervisory Board8.3yrskeine Datenkeine Daten
Maciej Witucki
Chairman of the Supervisory Board12.9yrszł468.00kkeine Daten
Etienne De Tapol
Member of the Supervisory Board2.1yrskeine Datenkeine Daten
Bartosz Dobrzynski
Independent Member of the Supervisory Board4.3yrszł260.00kkeine Daten
Monika Nachyla
Independent Member of Supervisory Board7.3yrszł243.00kkeine Daten
Clarisse Dubreuil
Member of Supervisory Board3.2yrskeine Datenkeine Daten
Philippe Beguin
Member of Supervisory Board5.2yrskeine Datenkeine Daten
Benedicte David
Member of Supervisory Board5.2yrskeine Datenkeine Daten
Adam Uszpolewicz
Independent Member of the Supervisory Board2.3yrszł237.00kkeine Daten
5.5yrs
Durchschnittliche Betriebszugehörigkeit
58.5yo
Durchschnittliches Alter

Erfahrener Vorstand: OPLDie Vorstandsmitglieder gelten als erfahren (5.5 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/05 19:34
Aktienkurs zum Tagesende2026/08/05 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Orange Polska S.A. wird von 26 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Danny KaplanBarclays
John-Paul DavidsBarclays
Ondrej CabejšekBerenberg