Orange Polska Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Liudmila Climoc
Amministratore delegato
zł7.6m
Compenso totale
| Percentuale dello stipendio del CEO | 83.42% |
| Mandato del CEO | 2.8yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 10.8yrs |
| Durata media del Consiglio di amministrazione | 5.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento 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).Aggiornamento 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).Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...
Nuova 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | zł873m |
| Mar 31 2026 | n/a | n/a | zł866m |
| Dec 31 2025 | zł8m | zł6m | zł762m |
| Sep 30 2025 | n/a | n/a | zł894m |
| Jun 30 2025 | n/a | n/a | zł920m |
| Mar 31 2025 | n/a | n/a | zł877m |
| Dec 31 2024 | zł6m | zł6m | zł913m |
| Sep 30 2024 | n/a | n/a | zł784m |
| Jun 30 2024 | n/a | n/a | zł767m |
| Mar 31 2024 | n/a | n/a | zł775m |
| Dec 31 2023 | zł2m | zł1m | zł818m |
Compensazione vs Mercato: La retribuzione totale di Liudmila ($USD 2.04M ) è superiore alla media delle aziende di dimensioni simili nel mercato Polish ($USD 592.58K ).
Compensazione vs guadagni: La retribuzione di Liudmila è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Liudmila Climoc (51 yo)
2.8yrs
Mandato
zł7,630,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & President of Management Board | 2.8yrs | zł7.63m | Nessun dato | |
| Deputy CEO & Deputy Chairwoman of the Supervisory Board | 5.8yrs | Nessun dato | Nessun dato | |
| Vice President in Charge of Consumer Market | 10.8yrs | zł3.42m | 0.00065% PLN 129.5k | |
| Vice President in Charge of Business Market & Deputy CEO of Business Market | 10.8yrs | zł3.66m | Nessun dato | |
| CFO, In Charge of Finance | 6.3yrs | zł3.33m | Nessun dato | |
| MD of Human Resources & Management Board Member in charge of Human Capital | 15.5yrs | zł2.72m | Nessun dato | |
| Member of Management Board & In Charge of Carriers Market and Real Estate Sales | 12.3yrs | zł2.83m | 0.0019% PLN 378.5k | |
| Member of Management Board & In Charge of Strategy and Corporate Affairs | 7.7yrs | zł2.73m | Nessun dato | |
| CTO, In Charge of Networks and Technology & Member of Management Board | 9.8yrs | zł2.84m | 0.000050% PLN 10.0k | |
| Secretary of the Supervisory Board & Member of Supervisory Board | no data | Nessun dato | Nessun dato | |
| Director of Investor Relations Department | 12.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Regulatory Affairs | 22.3yrs | Nessun dato | Nessun dato |
10.8yrs
Durata media
61yo
Età media
Gestione esperta: Il team dirigenziale di OPL è esperto e expertise (durata media dell'incarico 10.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Deputy CEO & Deputy Chairwoman of the Supervisory Board | 5.8yrs | Nessun dato | Nessun dato | |
| Secretary of the Supervisory Board & Member of Supervisory Board | 13.8yrs | Nessun dato | Nessun dato | |
| Independent Member of the Supervisory Board | 8.3yrs | zł350.00k | Nessun dato | |
| Member of Supervisory Board | 8.3yrs | Nessun dato | Nessun dato | |
| Chairman of the Supervisory Board | 12.8yrs | zł468.00k | Nessun dato | |
| Member of the Supervisory Board | 2yrs | Nessun dato | Nessun dato | |
| Independent Member of the Supervisory Board | 4.3yrs | zł260.00k | Nessun dato | |
| Independent Member of Supervisory Board | 7.3yrs | zł243.00k | Nessun dato | |
| Member of Supervisory Board | 3.1yrs | Nessun dato | Nessun dato | |
| Member of Supervisory Board | 5.1yrs | Nessun dato | Nessun dato | |
| Member of Supervisory Board | 5.1yrs | Nessun dato | Nessun dato | |
| Independent Member of the Supervisory Board | 2.3yrs | zł237.00k | Nessun dato |
5.4yrs
Durata media
58.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di OPL sono considerati esperti (durata media dell'incarico 5.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/30 06:38 |
| Prezzo dell'azione a fine giornata | 2026/07/30 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Orange Polska S.A. è coperta da 26 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Danny Kaplan | Barclays |
| John-Paul Davids | Barclays |
| Ondrej Cabejšek | Berenberg |