Orange Polska S.A.

Informe acción WSE:OPL

Capitalización de mercado: zł21.4b

Orange Polska Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Orange Polska de 12.8% y 3.2% por año respectivamente. Se prevé que el BPA crezca en un 13.8% al año. Se espera que la rentabilidad financiera sea de 9.9% en 3 años.

Información clave

12.8%

Tasa de crecimiento de los beneficios

13.82%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Telecom21.1%
Tasa de crecimiento de los ingresos3.2%
Rentabilidad financiera futura9.87%
Cobertura de analistas

Good

Última actualización21 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis Jun 02

Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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Nueva narrativa 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.

Previsiones de crecimiento de beneficios e ingresos

WSE:OPL - Estimaciones futuras de los analistas y datos financieros pasados (PLN Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202814,4011,3781,8543,9487
12/31/202713,8631,1751,3763,7068
12/31/202613,3881,0651,5383,5996
3/31/202613,1638668543,610N/A
12/31/202513,1337627693,601N/A
9/30/202513,0638947083,605N/A
6/30/202512,8399206623,583N/A
3/31/202512,8048771,3123,436N/A
12/31/202412,7329131,0483,411N/A
9/30/202412,8017848543,281N/A
6/30/202412,8117671,0243,345N/A
3/31/202412,9127751,1483,496N/A
12/31/202312,9708181,2123,453N/A
9/30/202312,8579097443,140N/A
6/30/202312,8658654572,970N/A
3/31/202312,6968692732,757N/A
12/31/202212,4887246982,940N/A
9/30/202212,2804921,0342,973N/A
6/30/202212,0421,8851,2673,191N/A
3/31/202211,9411,7581,1013,052N/A
12/31/202111,9281,6721,1063,101N/A
9/30/202111,8401,7201,3183,303N/A
6/30/202111,7481871,0043,013N/A
3/31/202111,6221231,2743,282N/A
12/31/202011,508469903,005N/A
9/30/202011,424-1201,0913,187N/A
6/30/202011,501491,0823,216N/A
3/31/202011,432497062,922N/A
12/31/201911,40682N/A2,858N/A
9/30/201911,337254N/A2,722N/A
6/30/201911,222123N/A2,202N/A
3/31/201911,16955N/A1,982N/A
12/31/201811,10110N/A1,812N/A
9/30/201811,081-173N/A1,558N/A
6/30/201811,140-236N/A1,909N/A
3/31/201811,273-149N/A2,004N/A
12/31/201711,381-60N/A2,064N/A
9/30/201711,452-1,760N/A2,040N/A
6/30/201711,489-1,751N/A2,176N/A
3/31/201711,553-1,805N/A2,357N/A
12/31/201611,538-1,746N/A2,549N/A
9/30/201611,483-1N/A2,506N/A
6/30/201611,60372N/A2,563N/A
3/31/201611,713181N/A2,514N/A
12/31/201511,840254N/A2,547N/A
9/30/201512,001437N/A2,593N/A
6/30/201512,076467N/A2,671N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (12.8% al año) de OPL es superior a la tasa de ahorro (5.3%).

Beneficios vs. Mercado: Se prevé que los beneficios (12.8% al año) de OPL crezcan más rápidamente que el mercado Polish (12.4% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de OPL crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (3.2% al año) de OPL crezcan más despacio que el mercado de Polish (4.5% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 3.2% al año) de OPL crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de OPL sea baja dentro de 3 años (9.9%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 15:57
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Orange Polska S.A. está cubierta por 26 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Danny KaplanBarclays
John-Paul DavidsBarclays
Ondrej CabejšekBerenberg