Orange Polska S.A.

Report azionario WSE:OPL

Capitalizzazione di mercato: zł18.1b

Orange Polska Performance degli utili passati

Criteri Il passato verificati 1/6

Gli utili di Orange Polska sono diminuiti a un tasso medio annuo di -4.7%, mentre il settore Telecom ha visto gli utili crescere a un tasso medio annuo di 17.8%. I ricavi sono cresciuti crescere a un tasso medio annuo di 2.3%. Il ritorno sul capitale proprio di Orange Polska è 6.2% e ha margini netti di 6.6%.

Informazioni chiave

-4.65%

Tasso di crescita degli utili

-4.65%

Tasso di crescita dell'EPS

Telecom Crescita del settore23.96%
Tasso di crescita dei ricavi2.33%
Rendimento del capitale proprio6.23%
Margine netto6.58%
Prossimo aggiornamento sugli utili27 Jul 2026

Aggiornamenti sulle prestazioni recenti

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...

Recent updates

Aggiornamento della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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...
Articolo di analisi 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...
Articolo di analisi May 14

Investors Appear Satisfied With Orange Polska S.A.'s (WSE:OPL) Prospects

There wouldn't be many who think Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 14.5x is worth...
Articolo di analisi Apr 27

Earnings Update: Orange Polska S.A. (WSE:OPL) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

The first-quarter results for Orange Polska S.A. ( WSE:OPL ) were released last week, making it a good time to revisit...
Articolo di analisi Apr 24

Are Investors Undervaluing Orange Polska S.A. (WSE:OPL) By 25%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Orange Polska fair value estimate is zł12.92 Orange Polska's...
Articolo di analisi Mar 21

Orange Polska (WSE:OPL) Is Increasing Its Dividend To PLN0.53

Orange Polska S.A.'s ( WSE:OPL ) dividend will be increasing from last year's payment of the same period to PLN0.53 on...
Articolo di analisi Feb 28

Orange Polska's (WSE:OPL) Profits May Not Reveal Underlying Issues

The recent earnings posted by Orange Polska S.A. ( WSE:OPL ) were solid, but the stock didn't move as much as we...
Articolo di analisi Feb 16

Orange Polska's (WSE:OPL) Upcoming Dividend Will Be Larger Than Last Year's

The board of Orange Polska S.A. ( WSE:OPL ) has announced that the dividend on 9th of July will be increased to...
User avatar
Nuova narrazione 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.
Articolo di analisi Feb 01

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Jan 14

It's A Story Of Risk Vs Reward With Orange Polska S.A. (WSE:OPL)

It's not a stretch to say that Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 12x right now...
Articolo di analisi Dec 24

Returns Are Gaining Momentum At Orange Polska (WSE:OPL)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Articolo di analisi Oct 15

Orange Polska S.A. (WSE:OPL) Not Lagging Market On Growth Or Pricing

When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 11x, you may consider...
Articolo di analisi Sep 15

Orange Polska (WSE:OPL) Might Have The Makings Of A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Articolo di analisi Aug 24

Here's Why Orange Polska (WSE:OPL) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Jun 14

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

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Articolo di analisi May 24

Orange Polska S.A.'s (WSE:OPL) P/E Still Appears To Be Reasonable

It's not a stretch to say that Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 14.1x right now...
Articolo di analisi Apr 26

Analysts Have Made A Financial Statement On Orange Polska S.A.'s (WSE:OPL) First-Quarter Report

The quarterly results for Orange Polska S.A. ( WSE:OPL ) were released last week, making it a good time to revisit its...
Articolo di analisi Mar 26

Orange Polska (WSE:OPL) Ticks All The Boxes When It Comes To Earnings Growth

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Mar 08

We Think Orange Polska (WSE:OPL) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Articolo di analisi Feb 01

Orange Polska (WSE:OPL) Might Have The Makings Of A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Articolo di analisi Jan 06

Unpleasant Surprises Could Be In Store For Orange Polska S.A.'s (WSE:OPL) Shares

There wouldn't be many who think Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 12x is worth a...
Articolo di analisi Nov 17

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Oct 10

Is There An Opportunity With Orange Polska S.A.'s (WSE:OPL) 27% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Orange Polska fair value estimate is zł10.47 Current share...
Articolo di analisi Sep 15

We Like These Underlying Return On Capital Trends At Orange Polska (WSE:OPL)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Articolo di analisi Aug 18

Does Orange Polska (WSE:OPL) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Articolo di analisi May 25

Orange Polska's (WSE:OPL) Dividend Will Be Increased To PLN0.35

Orange Polska S.A.'s ( WSE:OPL ) dividend will be increasing from last year's payment of the same period to PLN0.35 on...
Articolo di analisi May 03

Are Investors Undervaluing Orange Polska S.A. (WSE:OPL) By 38%?

Key Insights The projected fair value for Orange Polska is zł11.91 based on 2 Stage Free Cash Flow to Equity Orange...

Ripartizione dei ricavi e delle spese

Come Orange Polska guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

WSE:OPL Ricavi, spese e utili (PLN Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2613,163866970
31 Dec 2513,1337621380
30 Sep 2513,0638941450
30 Jun 2512,8399201530
31 Mar 2512,8048771480
31 Dec 2412,7329131370
30 Sep 2412,8017841140
30 Jun 2412,8117671020
31 Mar 2412,912775990
31 Dec 2312,970818910
30 Sep 2312,857909820
30 Jun 2312,865865790
31 Mar 2312,696869780
31 Dec 2212,488724740
30 Sep 2212,280492650
30 Jun 2212,0421,885620
31 Mar 2211,9411,758620
31 Dec 2111,9281,672670
30 Sep 2111,8401,720710
30 Jun 2111,748187850
31 Mar 2111,6221231120
31 Dec 2011,508461250
30 Sep 2011,424-1201560
30 Jun 2011,501491650
31 Mar 2011,432491420
31 Dec 1911,406821380
30 Sep 1911,3372541500
30 Jun 1911,2221231570
31 Mar 1911,169551710
31 Dec 1811,101101620
30 Sep 1811,081-1735040
30 Jun 1811,140-2364840
31 Mar 1811,273-1494690
31 Dec 1711,381-604640
30 Sep 1711,452-1,7604440
30 Jun 1711,489-1,7514180
31 Mar 1711,553-1,8053920
31 Dec 1611,538-1,7463740
30 Sep 1611,483-13720
30 Jun 1611,603723720
31 Mar 1611,7131813720
31 Dec 1511,8402543720
30 Sep 1512,0014373870

Guadagni di qualità: OPL ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di OPL (6.6%) sono inferiori rispetto allo scorso anno (6.8%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di OPL sono diminuiti del 4.7% all'anno negli ultimi 5 anni.

Accelerare la crescita: OPL ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: OPL ha avuto una crescita negativa degli utili ( -1.3% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Telecom ( -15.3% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 6.2% ) di OPL è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/10 22:35
Prezzo dell'azione a fine giornata2026/07/10 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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.

AnalistaIstituzione
Danny KaplanBarclays
John-Paul DavidsBarclays
Ondrej CabejšekBerenberg