View ValuationOrange Polska 将来の成長Future 基準チェック /16Orange Polska利益と収益がそれぞれ年間14%と3.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.4% 14.8%なると予測されています。主要情報14.0%収益成長率14.79%EPS成長率Telecom 収益成長16.2%収益成長率3.1%将来の株主資本利益率10.44%アナリストカバレッジGood最終更新日30 Jul 2026今後の成長に関する最新情報お知らせ • Jul 28Orange Polska S.A. Revises Earnings Guidance for the Year 2026Orange Polska S.A. revised earnings guidance for the year 2026. For the year 2026, the company now expects revenue growth of low-to-mid single digit year on year against low single digit growth provided earlier.お知らせ • Oct 26Orange Polska Provides Earnings Guidance for the Year 2023Orange Polska provided earnings guidance for the year 2023. The company expected low-to-mid single-digit revenue growth in 2023.お知らせ • Jul 26Orange Polska S.A. Revises Earnings Guidance for the Full Year 2023Orange Polska S.A. revised earnings guidance for the full year 2023. For the period, the company upgraded revenues to low-to-mid single digit growth (from low single digit growth previously).お知らせ • Feb 18Orange Polska S.A. Provides Revenue Guidance for the Year 2023Orange Polska S.A. provided revenue guidance for the year 2023. For the period, the company expects revenues to increase at low-single digits, with further growth of core telecommunication services (convergence, mobile and broadband) on the retail markets, coupled with solid revenues from IT & integration, energy resale, and continued high demand for its infrastructure from its wholesale customers.お知らせ • Feb 15Orange Polska Provides Earnings Guidance for the Fourth Quarter of 2022Orange Polska provided earnings guidance for the fourth quarter of 2022. For the period, the company expects revenues to be in the range of PLN 3,252 million - PLN 3,339 million, EBIT to be in the range of PLN 201 million - PLN 270.7 million and Attrib. net profit to be in the range of PLN 96 million - PLN 163.4 million.お知らせ • Feb 10Orange Polska Provides Revenue Guidance for 2022Orange Polska S.A. sees encouraging revenue outlook for 2022 despite inflation, as it vows to continue its "more for more" market approach.すべての更新を表示Recent updatesReported Earnings • Jul 28Second quarter 2026 earnings released: EPS: zł0.21 (vs zł0.21 in 2Q 2025)Second quarter 2026 results: EPS: zł0.21 (up from zł0.21 in 2Q 2025). Revenue: zł3.50b (up 11% from 2Q 2025). Net income: zł281.0m (up 2.6% from 2Q 2025). Profit margin: 8.0% (down from 8.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 28Orange Polska S.A. Revises Earnings Guidance for the Year 2026Orange Polska S.A. revised earnings guidance for the year 2026. For the year 2026, the company now expects revenue growth of low-to-mid single digit year on year against low single digit growth provided earlier.Upcoming Dividend • Jun 16Upcoming dividend of zł0.61 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 08 July 2026. Payout ratio and cash payout ratio are on the higher end at 92% and 94% respectively. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.4%).Declared Dividend • May 21Dividend of zł0.61 announcedShareholders will receive a dividend of zł0.61. Ex-date: 23rd June 2026 Payment date: 8th July 2026 Dividend yield will be 16%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. EPS is expected to grow by 48% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 24Orange Polska S.A. to Report Q2, 2026 Results on Jul 27, 2026Orange Polska S.A. announced that they will report Q2, 2026 results on Jul 27, 2026お知らせ • Mar 25Orange Polska S.A.(WSE:OPL) dropped from WIG 20 IndexOrange Polska S.A. has been dropped from the WIG 20 Index.お知らせ • Mar 17Orange Polska S.A. to Report Q1, 2026 Results on Apr 22, 2026Orange Polska S.A. announced that they will report Q1, 2026 results on Apr 22, 2026お知らせ • Mar 16Orange Polska S.A., Annual General Meeting, Apr 10, 2026Orange Polska S.A., Annual General Meeting, Apr 10, 2026.お知らせ • Feb 19Orange Polska S.A. announces Annual dividend, payable on July 08, 2026Orange Polska S.A. announced Annual dividend of PLN 0.6100 per share payable on July 08, 2026, ex-date on June 23, 2026 and record date on June 24, 2026.お知らせ • Dec 12Orange Polska S.A. to Report Fiscal Year 2025 Final Results on Mar 12, 2026Orange Polska S.A. announced that they will report fiscal year 2025 final results at 11:30 AM, Central European Standard Time on Mar 12, 2026お知らせ • Jul 30Orange Polska S.A. to Report Q3, 2025 Results on Oct 22, 2025Orange Polska S.A. announced that they will report Q3, 2025 results on Oct 22, 2025お知らせ • Jul 02Fortum Oyj (HLSE:FORTUM) completed the acquisition of Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL).Fortum Oyj (HLSE:FORTUM) signed an agreement to acquire Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL) for PLN 120 million on April 24, 2025. Under the terms approximately PLN 90 million will be paid in cash and an agreed earn-out, the remaining amount will be settled by the beginning of 2029 based on achieved electricity sales volume targets. In 2024, Orange Energia Sp. z.o.o. reported loss before interest, tax, depreciation and amortization of PLN 22 million. The transaction is subject to approval by the Office of Competition and Consumer Protection and the transaction remains contingent on regulatory approval. The transaction is subject to customary closing conditions. The expected completion of the transaction is in June or July 2025. Pawel Zdort, Marek Durski, Lukasz Lech, Iwona Her, Tomasz Kordala of Rymarz Zdort Maruta acted as legal advisor to Fortum Oyj. Pawel Bajno of Bajno, Dubij, Pasternak - Radcowie Prawni Kancelaria Prawnicza sp.p. acted as legal advisor to Orange Polska S.A. Ernst & Young Polska spólka z ograniczona odpowiedzialnoscia sp.k., Investment Banking Arm led by Sebastian Jasinowski acted as financial advisor to Orange Polska S.A. Valor Partners Oy led by Jonas Seemer acted as financial advisor to Fortum Oyj. PricewaterhouseCoopers Oy acted as accountant to Fortum Oyj. Fortum Oyj (HLSE:FORTUM) completed the acquisition of Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL) on June 30, 2025.お知らせ • Apr 25Fortum Oyj (HLSE:FORTUM) signed an agreement to acquire Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL) for PLN 120 million.Fortum Oyj (HLSE:FORTUM) signed an agreement to acquire Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL) for PLN 120 million on April 24, 2025. Approximately PLN 90 million will be paid in cash. According to an agreed earn-out, the remaining amount will be settled by the beginning of 2029 based on achieved electricity sales volume targets. In 2024, Orange Energia Sp. z.o.o. reported loss before interest, tax, depreciation and amortization of PLN 22 million. The transaction is subject to customary closing conditions. The expected completion of the transaction is June 1, 2025 to July 31, 2025.お知らせ • Apr 24Orange Polska S.A. to Report Q2, 2025 Results on Jul 28, 2025Orange Polska S.A. announced that they will report Q2, 2025 results on Jul 28, 2025お知らせ • Mar 21Orange Polska S.A., Annual General Meeting, Apr 17, 2025Orange Polska S.A., Annual General Meeting, Apr 17, 2025.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł0.19 (vs zł0.18 in 3Q 2023)Third quarter 2024 results: EPS: zł0.19 (up from zł0.18 in 3Q 2023). Revenue: zł3.11b (flat on 3Q 2023). Net income: zł254.0m (up 7.2% from 3Q 2023). Profit margin: 8.2% (up from 7.6% in 3Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: zł0.18 (vs zł0.18 in 2Q 2023)Second quarter 2024 results: EPS: zł0.18 (down from zł0.18 in 2Q 2023). Revenue: zł3.12b (down 3.1% from 2Q 2023). Net income: zł231.0m (down 3.3% from 2Q 2023). Profit margin: 7.4% (in line with 2Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 19Upcoming dividend of zł0.48 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 10 July 2024. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.2%).Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: zł0.17 (vs zł0.21 in 1Q 2023)First quarter 2024 results: EPS: zł0.17 (down from zł0.21 in 1Q 2023). Revenue: zł3.08b (down 1.8% from 1Q 2023). Net income: zł227.0m (down 16% from 1Q 2023). Profit margin: 7.4% (down from 8.6% in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Mar 26Orange Polska S.A., Annual General Meeting, Apr 19, 2024Orange Polska S.A., Annual General Meeting, Apr 19, 2024, at 11:00 Central European Standard Time.Reported Earnings • Feb 19Full year 2023 earnings released: EPS: zł0.62 (vs zł0.55 in FY 2022)Full year 2023 results: EPS: zł0.62 (up from zł0.55 in FY 2022). Revenue: zł13.0b (up 3.9% from FY 2022). Net income: zł818.0m (up 13% from FY 2022). Profit margin: 6.3% (up from 5.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.お知らせ • Feb 15Orange Polska S.A. Recommends Payment of Dividend in 2024, Payable on July 10, 2024On February 14, 2024, the board of directors of Orange Polska S.A. adopted a resolution to recommend to the annual general meeting of shareholders to pay a cash dividend of PLN 0.48 per share in 2024 from 2023 profits. Orange Polska last year paid a PLN 0.35 (EUR 0.08) dividend per share for 2023. The proposed record date is June 26, 2024 and the proposed dividend payment date is July 10, 2024.お知らせ • Feb 03Orange Polska S.A. to Report Fiscal Year 2024 Results on Feb 19, 2025Orange Polska S.A. announced that they will report fiscal year 2024 results on Feb 19, 2025お知らせ • Feb 02+ 2 more updatesOrange Polska S.A. to Report Q2, 2024 Results on Jul 23, 2024Orange Polska S.A. announced that they will report Q2, 2024 results on Jul 23, 2024お知らせ • Jan 19Orange PL Launches 5G Mobile Services Using 3600 MHz FrequencyOrange Polska announced it is launching mobile services in 5G technology using the 3600 MHz frequency. As stated, this is the so-called C-band awarded to the operator by the Polish telecom market regulator UKE as a result of an auction. 5G technology on the new frequencies enables mobile internet speeds of up to more than 1 Gbps. The release states that after receiving the first radio permits from UKE, Orange has just launched 5G services based on the new frequencies at the first base stations in the biggest Polish cities. The availability of this technology will be gradually extended to other locations. At the same time, Orange Polska will continue to offer and develop 5G services on the 2100 MHz frequency using Dynamic Spectrum Sharing technology. It enables the sharing of radio bandwidth between 4G and 5G. Such services have already been on offer from Orange since 2020. Orange Polska reported on Friday that the development of the 5G network requires significant investment. Between 2021 and 2023, Orange's expenditure on the construction of the 5G network and the costs of upgrading the radio access network reached a total of nearly PLN 700 million (EUR 159 million). The operator estimates that over the next three years, investments in these two projects will amount to approximately PLN 1.1 billion (EUR 249.9 million). In addition, the cost of the frequencies auctioned by Orange in the 5G auction is PLN 487 million (EUR 110.6 million). UKE settled the auction of frequencies in the 3400-3800 MHz range in October 2023.お知らせ • Oct 26Orange Polska Provides Earnings Guidance for the Year 2023Orange Polska provided earnings guidance for the year 2023. The company expected low-to-mid single-digit revenue growth in 2023.Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: zł0.18 (vs zł0.15 in 3Q 2022)Third quarter 2023 results: EPS: zł0.18 (up from zł0.15 in 3Q 2022). Revenue: zł3.12b (flat on 3Q 2022). Net income: zł237.0m (up 23% from 3Q 2022). Profit margin: 7.6% (up from 6.2% in 3Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: zł0.18 (vs zł0.18 in 2Q 2022)Second quarter 2023 results: EPS: zł0.18 (down from zł0.18 in 2Q 2022). Revenue: zł3.22b (up 5.5% from 2Q 2022). Net income: zł239.0m (down 1.6% from 2Q 2022). Profit margin: 7.4% (down from 8.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26Orange Polska S.A. Revises Earnings Guidance for the Full Year 2023Orange Polska S.A. revised earnings guidance for the full year 2023. For the period, the company upgraded revenues to low-to-mid single digit growth (from low single digit growth previously).Upcoming Dividend • Jul 04Upcoming dividend of zł0.35 per share at 5.1% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 20 July 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.0%).お知らせ • Jun 30Orange PL Approves Dividend Payment for 2023, Payable on July 20, 2023Orange PL shareholders approved a dividend of PLN 0.35 per share from 2022 profit of PLN 756.7 million during the GM. Dividend rights will be set on July 12, 2023 and the payment made on July 20, 2023.お知らせ • Jun 03Orange Polska S.A., Annual General Meeting, Jun 29, 2023Orange Polska S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time. Location: Orange Polska S.A. Aleje Jerozolimskie 160, building E, ground floor, the conference hall – K/CK Warsaw Poland Agenda: To consider financial statements for the 2022 financial year; to consider the Management Board's motion on distribution of profit for the 2022 financial year; to consider the Management Board’s report; to consider the Report of the Supervisory Board for the 2022 financial year; to consider the Management Board's motion on distribution of undivided profits; to consider distribution of the profit for the 2022 financial year; to consider approval of the performance of duties of the members of governing bodies in the financial year 2022; and to transact other matters.お知らせ • May 24Orange PL Appoints Liudmila Climoc as the New CEO, Effective as of September 1, 2023Orange PL appointed Liudmila Climoc as the new CEO, effective as of September 1, 2023 while to-date helmsman Julien Ducarroz will move to take the reins at Orange's Romanian unit. Climoc has been a telecom business insider for 25 years; she previously was the CEO of Orange Moldova, and has been the CEO at Orange Romania since 2016.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: zł0.21 (vs zł0.095 in 1Q 2022)First quarter 2023 results: EPS: zł0.21 (up from zł0.095 in 1Q 2022). Revenue: zł3.14b (up 7.1% from 1Q 2022). Net income: zł270.0m (up 116% from 1Q 2022). Profit margin: 8.6% (up from 4.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 18Orange Polska S.A. Provides Revenue Guidance for the Year 2023Orange Polska S.A. provided revenue guidance for the year 2023. For the period, the company expects revenues to increase at low-single digits, with further growth of core telecommunication services (convergence, mobile and broadband) on the retail markets, coupled with solid revenues from IT & integration, energy resale, and continued high demand for its infrastructure from its wholesale customers.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: zł0.55 (vs zł1.27 in FY 2021)Full year 2022 results: EPS: zł0.55 (down from zł1.27 in FY 2021). Revenue: zł12.5b (up 4.7% from FY 2021). Net income: zł724.0m (down 57% from FY 2021). Profit margin: 5.8% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 17Orange PL Recommends Dividend in 2023Orange PL recommended dividend of PLN 0.35 per share in 2023. In 2022, the company paid its first dividend since 2016, with the payment amounting to PLN 0.25 per share.お知らせ • Feb 15Orange Polska Provides Earnings Guidance for the Fourth Quarter of 2022Orange Polska provided earnings guidance for the fourth quarter of 2022. For the period, the company expects revenues to be in the range of PLN 3,252 million - PLN 3,339 million, EBIT to be in the range of PLN 201 million - PLN 270.7 million and Attrib. net profit to be in the range of PLN 96 million - PLN 163.4 million.お知らせ • Feb 10Orange Polska Provides Revenue Guidance for 2022Orange Polska S.A. sees encouraging revenue outlook for 2022 despite inflation, as it vows to continue its "more for more" market approach.お知らせ • Jan 28+ 3 more updatesOrange Polska S.A. to Report First Half, 2023 Results on Jul 25, 2023Orange Polska S.A. announced that they will report first half, 2023 results on Jul 25, 2023お知らせ • Dec 17Orange Polska S.A. to Report Fiscal Year 2022 Results on Feb 15, 2023Orange Polska S.A. announced that they will report fiscal year 2022 results on Feb 15, 2023Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: zł0.15 (vs zł1.21 in 3Q 2021)Third quarter 2022 results: EPS: zł0.15 (down from zł1.21 in 3Q 2021). Revenue: zł3.12b (up 8.2% from 3Q 2021). Net income: zł193.0m (down 88% from 3Q 2021). Profit margin: 6.2% (down from 55% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: zł0.18 (vs zł0.088 in 2Q 2021)Second quarter 2022 results: EPS: zł0.18 (up from zł0.088 in 2Q 2021). Revenue: zł3.06b (up 3.4% from 2Q 2021). Net income: zł243.0m (up 110% from 2Q 2021). Profit margin: 8.0% (up from 3.9% in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 1.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jul 28Orange Polska S.A. Revises Earnings Guidance for the Year 2022Orange Polska S.A. revised earnings guidance for the year 2022. For the year, the company hiked revenue guidance for 2022 from 'low single-digit decline to "low single-digit growth".Upcoming Dividend • Jun 14Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 06 July 2022. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.5%).Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: zł0.095 (vs zł0.03 in 1Q 2021)First quarter 2022 results: EPS: zł0.095 (up from zł0.03 in 1Q 2021). Revenue: zł2.93b (flat on 1Q 2021). Net income: zł125.0m (up 221% from 1Q 2021). Profit margin: 4.3% (up from 1.3% in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 2.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Orange Poland Appoints Bartosz Dobrzynski as New Board MemberOrange Poland has incorporated Bartosz Dobrzynski into its management board. The general shareholders meeting of the company also extended the terms in office of another four members of the board, including Maciej Witucki, who was re-elected the chairman of the board.お知らせ • Apr 23Orange Polska S.A. Approves Dividend in 2022, Payable on July 6, 2022Orange Polska S.A. approved to pay PLN 0.25 dividend per share in 2022. Rights will be set on June 22 and the payment will follow on July 6.お知らせ • Feb 17+ 1 more updateOrange Polska S.A. Provides Earnings Guidance for the Year 2022Orange Polska S.A. provided earnings guidance for the year 2022. For the year, the company expects revenues will be slightly down.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS zł1.21 (vs zł0.04 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł2.89b (up 3.3% from 3Q 2020). Net income: zł1.59b (up zł1.53b from 3Q 2020). Profit margin: 55% (up from 1.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 01APG Groep N.V. completed the acquisition of 50% stake in Swiatlowod Inwestycje Sp. z o.o from Orange Polska S.A. (WSE:OPL) for PLN 1.4 billion.APG Groep N.V. signed an agreement to acquire 50% stake in Swiatlowod Inwestycje Sp. z o.o from Orange Polska S.A. (WSE:OPL) for PLN 1.4 billion on April 11, 2021. Out of that amount PLN 887 million will be paid on closing (subject to customary adjustments). Payment of the remaining PLN 487 million will occur in 2022-2026 and will be conditional on Orange Polska delivering on agreed network rollout schedule. The transaction is conditional upon its approval by relevant competition authorities and upon contribution of the fibre assets by OPL to Swiatlowód Inwestycje after confirmation by the relevant authorities of the legal basis of the transaction. As of August 5, 2021, EC approved the transaction. Proceeds from the sale will significantly strengthen Orange Polska balance sheet and will be an important element of the new strategy that will be announced in 2Q 2021. The transaction is expected to close by the end of August 2021. Lazard acted as financial advisor to Orange Polska S.A. Marcin Schulz of Linklaters C. Wisniewski i Wspolnicy Spolka Komandytowa acted as legal advisor to Orange Polska S.A. APG Groep N.V. completed the acquisition of 50% stake in Swiatlowod Inwestycje Sp. z o.o from Orange Polska S.A. (WSE:OPL) for PLN 1.4 billion on August 31, 2021. As per the transaction, APG Groep N.V. paid PLN 897 million to Orange Polska S.A.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS zł0.088 (vs zł0.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł2.95b (up 4.5% from 2Q 2020). Net income: zł116.0m (up 123% from 2Q 2020). Profit margin: 3.9% (up from 1.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Executive Departure • Jul 02Independent Member of the Supervisory Board Henryka Bochniarz has left the companyOn the 25th of June, Henryka Bochniarz's tenure as Independent Member of the Supervisory Board ended after 9.2 years in the role. We don't have any record of a personal shareholding under Henryka's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.50 years.Executive Departure • Jul 02Member of the Supervisory Board Thierry Bonhomme has left the companyOn the 25th of June, Thierry Bonhomme's tenure as Member of the Supervisory Board ended after 3.2 years in the role. We don't have any record of a personal shareholding under Thierry's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.50 years.お知らせ • May 21Orange Polska S.A. Proposes Dividend for the Year 2021Orange Polska S.A. announced that the company recommends no dividend from 2020 profits given uncertainty concerning 5G auction terms but will propose PLN 0.25 DPS from 2021 earnings.お知らせ • Apr 24Orange Polska S.A. Provides Earnings Guidance for the Year 2021Orange Polska S.A. provided earnings guidance for the year 2021. For the period, the company expects low single-digit revenue growth.Reported Earnings • Apr 24First quarter 2021 earnings released: EPS zł0.03 (vs zł0.029 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł2.92b (up 4.1% from 1Q 2020). Net income: zł39.0m (up zł77.0m from 1Q 2020). Profit margin: 1.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 23Full year 2020 earnings released: EPS zł0.035 (vs zł0.069 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: zł11.5b (flat on FY 2019). Net income: zł46.0m (down 50% from FY 2019). Profit margin: 0.4% (down from 0.8% in FY 2019). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 20New 90-day low: €1.33The company is down 5.0% from its price of €1.40 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.52 per share.お知らせ • Feb 17Orange Polska S.A. to Report Fiscal Year 2020 Final Results on Feb 23, 2021Orange Polska S.A. announced that they will report fiscal year 2020 final results on Feb 23, 2021Is New 90 Day High Low • Feb 04New 90-day high: €1.52The company is up 3.0% from its price of €1.47 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.72 per share.お知らせ • Jan 22+ 2 more updatesOrange Polska S.A. to Report First Half, 2021 Results on Jul 28, 2021Orange Polska S.A. announced that they will report first half, 2021 results on Jul 28, 2021Analyst Estimate Surprise Post Earnings • Nov 01Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 0.4% at zł2.79b. Revenue is forecast to grow 1.1% over the next year, compared to a 12% growth forecast for the Telecom industry in Germany.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total losses of zł113.0m, with earnings decreasing by zł367.2m from the prior year. Total revenue was zł11.4b over the last 12 months, largely unchanged from the prior year.Is New 90 Day High Low • Oct 16New 90-day low: €1.43The company is down 14% from its price of €1.66 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.02 per share.お知らせ • Jul 08Orange Polska Appoints Julien Ducarroz as CEOUpon recommendation of the Supervisory Board of Orange Polska, Julien Ducarroz will replace Jean-François Fallacher as CEO of Orange Polska, who is moving to become the CEO of Orange Spain. Julien Ducarroz, who is currently the CEO of Orange Moldova, has received the positive recommendation and support of both the Remuneration Committee and Orange Polska’s Supervisory Board at its meeting held on 6thJuly 2020. The appointment will be fully ratified when the Supervisory Board is able to conduct the necessary formal voting, which should take place on the occasion of the planned Supervisory Board Meeting on 21stJuly 2020.業績と収益の成長予測DB:TPA1 - アナリストの将来予測と過去の財務データ ( )PLN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202814,4321,3491,8863,910712/31/202713,9581,1401,4283,710712/31/202613,5031,0401,5653,46776/30/202613,5058731,5273,443N/A3/31/202613,1638668543,610N/A12/31/202513,1337627693,601N/A9/30/202513,0638947083,605N/A6/30/202512,8399206623,583N/A3/31/202512,8048771,3123,436N/A12/31/202412,7329131,0483,411N/A9/30/202412,8017848543,281N/A6/30/202412,8117671,0243,345N/A3/31/202412,9127751,1483,496N/A12/31/202312,9708181,2123,453N/A9/30/202312,8579097443,140N/A6/30/202312,8658654572,970N/A3/31/202312,6968692732,757N/A12/31/202212,4887246982,940N/A9/30/202212,2804921,0342,973N/A6/30/202212,0421,8851,2673,191N/A3/31/202211,9411,7581,1013,052N/A12/31/202111,9281,6721,1063,101N/A9/30/202111,8401,7201,3183,303N/A6/30/202111,7481871,0043,013N/A3/31/202111,6221231,2743,282N/A12/31/202011,508469903,005N/A9/30/202011,424-1201,0913,187N/A6/30/202011,501491,0823,216N/A3/31/202011,43249N/A2,922N/A12/31/201911,40682N/A2,858N/A9/30/201911,337254N/A2,722N/A6/30/201911,222123N/A2,202N/A3/31/201911,16955N/A1,982N/A12/31/201811,10110N/A1,812N/A9/30/201811,081-173N/A1,558N/A6/30/201811,140-236N/A1,909N/A3/31/201811,273-149N/A2,004N/A12/31/201711,381-60N/A2,064N/A9/30/201711,452-1,760N/A2,040N/A6/30/201711,489-1,751N/A2,176N/A3/31/201711,553-1,805N/A2,357N/A12/31/201611,538-1,746N/A2,549N/A9/30/201611,483-1N/A2,506N/A6/30/201611,60372N/A2,563N/A3/31/201611,713181N/A2,514N/A12/31/201511,840254N/A2,547N/A9/30/201512,001437N/A2,593N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TPA1の予測収益成長率 (年間14% ) は 貯蓄率 ( 2.1% ) を上回っています。収益対市場: TPA1の収益 ( 14% ) German市場 ( 15.5% ) よりも低い成長が予測されています。高成長収益: TPA1の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: TPA1の収益 ( 3.1% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: TPA1の収益 ( 3.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TPA1の 自己資本利益率 は、3年後には低くなると予測されています ( 10.4 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/11 22:38終値2026/08/11 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Orange Polska S.A. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Danny KaplanBarclaysJohn-Paul DavidsBarclaysOndrej CabejšekBerenberg23 その他のアナリストを表示
お知らせ • Jul 28Orange Polska S.A. Revises Earnings Guidance for the Year 2026Orange Polska S.A. revised earnings guidance for the year 2026. For the year 2026, the company now expects revenue growth of low-to-mid single digit year on year against low single digit growth provided earlier.
お知らせ • Oct 26Orange Polska Provides Earnings Guidance for the Year 2023Orange Polska provided earnings guidance for the year 2023. The company expected low-to-mid single-digit revenue growth in 2023.
お知らせ • Jul 26Orange Polska S.A. Revises Earnings Guidance for the Full Year 2023Orange Polska S.A. revised earnings guidance for the full year 2023. For the period, the company upgraded revenues to low-to-mid single digit growth (from low single digit growth previously).
お知らせ • Feb 18Orange Polska S.A. Provides Revenue Guidance for the Year 2023Orange Polska S.A. provided revenue guidance for the year 2023. For the period, the company expects revenues to increase at low-single digits, with further growth of core telecommunication services (convergence, mobile and broadband) on the retail markets, coupled with solid revenues from IT & integration, energy resale, and continued high demand for its infrastructure from its wholesale customers.
お知らせ • Feb 15Orange Polska Provides Earnings Guidance for the Fourth Quarter of 2022Orange Polska provided earnings guidance for the fourth quarter of 2022. For the period, the company expects revenues to be in the range of PLN 3,252 million - PLN 3,339 million, EBIT to be in the range of PLN 201 million - PLN 270.7 million and Attrib. net profit to be in the range of PLN 96 million - PLN 163.4 million.
お知らせ • Feb 10Orange Polska Provides Revenue Guidance for 2022Orange Polska S.A. sees encouraging revenue outlook for 2022 despite inflation, as it vows to continue its "more for more" market approach.
Reported Earnings • Jul 28Second quarter 2026 earnings released: EPS: zł0.21 (vs zł0.21 in 2Q 2025)Second quarter 2026 results: EPS: zł0.21 (up from zł0.21 in 2Q 2025). Revenue: zł3.50b (up 11% from 2Q 2025). Net income: zł281.0m (up 2.6% from 2Q 2025). Profit margin: 8.0% (down from 8.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 28Orange Polska S.A. Revises Earnings Guidance for the Year 2026Orange Polska S.A. revised earnings guidance for the year 2026. For the year 2026, the company now expects revenue growth of low-to-mid single digit year on year against low single digit growth provided earlier.
Upcoming Dividend • Jun 16Upcoming dividend of zł0.61 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 08 July 2026. Payout ratio and cash payout ratio are on the higher end at 92% and 94% respectively. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.4%).
Declared Dividend • May 21Dividend of zł0.61 announcedShareholders will receive a dividend of zł0.61. Ex-date: 23rd June 2026 Payment date: 8th July 2026 Dividend yield will be 16%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2.7% to bring the payout ratio under control. EPS is expected to grow by 48% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 24Orange Polska S.A. to Report Q2, 2026 Results on Jul 27, 2026Orange Polska S.A. announced that they will report Q2, 2026 results on Jul 27, 2026
お知らせ • Mar 25Orange Polska S.A.(WSE:OPL) dropped from WIG 20 IndexOrange Polska S.A. has been dropped from the WIG 20 Index.
お知らせ • Mar 17Orange Polska S.A. to Report Q1, 2026 Results on Apr 22, 2026Orange Polska S.A. announced that they will report Q1, 2026 results on Apr 22, 2026
お知らせ • Mar 16Orange Polska S.A., Annual General Meeting, Apr 10, 2026Orange Polska S.A., Annual General Meeting, Apr 10, 2026.
お知らせ • Feb 19Orange Polska S.A. announces Annual dividend, payable on July 08, 2026Orange Polska S.A. announced Annual dividend of PLN 0.6100 per share payable on July 08, 2026, ex-date on June 23, 2026 and record date on June 24, 2026.
お知らせ • Dec 12Orange Polska S.A. to Report Fiscal Year 2025 Final Results on Mar 12, 2026Orange Polska S.A. announced that they will report fiscal year 2025 final results at 11:30 AM, Central European Standard Time on Mar 12, 2026
お知らせ • Jul 30Orange Polska S.A. to Report Q3, 2025 Results on Oct 22, 2025Orange Polska S.A. announced that they will report Q3, 2025 results on Oct 22, 2025
お知らせ • Jul 02Fortum Oyj (HLSE:FORTUM) completed the acquisition of Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL).Fortum Oyj (HLSE:FORTUM) signed an agreement to acquire Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL) for PLN 120 million on April 24, 2025. Under the terms approximately PLN 90 million will be paid in cash and an agreed earn-out, the remaining amount will be settled by the beginning of 2029 based on achieved electricity sales volume targets. In 2024, Orange Energia Sp. z.o.o. reported loss before interest, tax, depreciation and amortization of PLN 22 million. The transaction is subject to approval by the Office of Competition and Consumer Protection and the transaction remains contingent on regulatory approval. The transaction is subject to customary closing conditions. The expected completion of the transaction is in June or July 2025. Pawel Zdort, Marek Durski, Lukasz Lech, Iwona Her, Tomasz Kordala of Rymarz Zdort Maruta acted as legal advisor to Fortum Oyj. Pawel Bajno of Bajno, Dubij, Pasternak - Radcowie Prawni Kancelaria Prawnicza sp.p. acted as legal advisor to Orange Polska S.A. Ernst & Young Polska spólka z ograniczona odpowiedzialnoscia sp.k., Investment Banking Arm led by Sebastian Jasinowski acted as financial advisor to Orange Polska S.A. Valor Partners Oy led by Jonas Seemer acted as financial advisor to Fortum Oyj. PricewaterhouseCoopers Oy acted as accountant to Fortum Oyj. Fortum Oyj (HLSE:FORTUM) completed the acquisition of Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL) on June 30, 2025.
お知らせ • Apr 25Fortum Oyj (HLSE:FORTUM) signed an agreement to acquire Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL) for PLN 120 million.Fortum Oyj (HLSE:FORTUM) signed an agreement to acquire Orange Energia Sp. z.o.o. from Orange Polska S.A. (WSE:OPL) for PLN 120 million on April 24, 2025. Approximately PLN 90 million will be paid in cash. According to an agreed earn-out, the remaining amount will be settled by the beginning of 2029 based on achieved electricity sales volume targets. In 2024, Orange Energia Sp. z.o.o. reported loss before interest, tax, depreciation and amortization of PLN 22 million. The transaction is subject to customary closing conditions. The expected completion of the transaction is June 1, 2025 to July 31, 2025.
お知らせ • Apr 24Orange Polska S.A. to Report Q2, 2025 Results on Jul 28, 2025Orange Polska S.A. announced that they will report Q2, 2025 results on Jul 28, 2025
お知らせ • Mar 21Orange Polska S.A., Annual General Meeting, Apr 17, 2025Orange Polska S.A., Annual General Meeting, Apr 17, 2025.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł0.19 (vs zł0.18 in 3Q 2023)Third quarter 2024 results: EPS: zł0.19 (up from zł0.18 in 3Q 2023). Revenue: zł3.11b (flat on 3Q 2023). Net income: zł254.0m (up 7.2% from 3Q 2023). Profit margin: 8.2% (up from 7.6% in 3Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: zł0.18 (vs zł0.18 in 2Q 2023)Second quarter 2024 results: EPS: zł0.18 (down from zł0.18 in 2Q 2023). Revenue: zł3.12b (down 3.1% from 2Q 2023). Net income: zł231.0m (down 3.3% from 2Q 2023). Profit margin: 7.4% (in line with 2Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 19Upcoming dividend of zł0.48 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 10 July 2024. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.2%).
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: zł0.17 (vs zł0.21 in 1Q 2023)First quarter 2024 results: EPS: zł0.17 (down from zł0.21 in 1Q 2023). Revenue: zł3.08b (down 1.8% from 1Q 2023). Net income: zł227.0m (down 16% from 1Q 2023). Profit margin: 7.4% (down from 8.6% in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Mar 26Orange Polska S.A., Annual General Meeting, Apr 19, 2024Orange Polska S.A., Annual General Meeting, Apr 19, 2024, at 11:00 Central European Standard Time.
Reported Earnings • Feb 19Full year 2023 earnings released: EPS: zł0.62 (vs zł0.55 in FY 2022)Full year 2023 results: EPS: zł0.62 (up from zł0.55 in FY 2022). Revenue: zł13.0b (up 3.9% from FY 2022). Net income: zł818.0m (up 13% from FY 2022). Profit margin: 6.3% (up from 5.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
お知らせ • Feb 15Orange Polska S.A. Recommends Payment of Dividend in 2024, Payable on July 10, 2024On February 14, 2024, the board of directors of Orange Polska S.A. adopted a resolution to recommend to the annual general meeting of shareholders to pay a cash dividend of PLN 0.48 per share in 2024 from 2023 profits. Orange Polska last year paid a PLN 0.35 (EUR 0.08) dividend per share for 2023. The proposed record date is June 26, 2024 and the proposed dividend payment date is July 10, 2024.
お知らせ • Feb 03Orange Polska S.A. to Report Fiscal Year 2024 Results on Feb 19, 2025Orange Polska S.A. announced that they will report fiscal year 2024 results on Feb 19, 2025
お知らせ • Feb 02+ 2 more updatesOrange Polska S.A. to Report Q2, 2024 Results on Jul 23, 2024Orange Polska S.A. announced that they will report Q2, 2024 results on Jul 23, 2024
お知らせ • Jan 19Orange PL Launches 5G Mobile Services Using 3600 MHz FrequencyOrange Polska announced it is launching mobile services in 5G technology using the 3600 MHz frequency. As stated, this is the so-called C-band awarded to the operator by the Polish telecom market regulator UKE as a result of an auction. 5G technology on the new frequencies enables mobile internet speeds of up to more than 1 Gbps. The release states that after receiving the first radio permits from UKE, Orange has just launched 5G services based on the new frequencies at the first base stations in the biggest Polish cities. The availability of this technology will be gradually extended to other locations. At the same time, Orange Polska will continue to offer and develop 5G services on the 2100 MHz frequency using Dynamic Spectrum Sharing technology. It enables the sharing of radio bandwidth between 4G and 5G. Such services have already been on offer from Orange since 2020. Orange Polska reported on Friday that the development of the 5G network requires significant investment. Between 2021 and 2023, Orange's expenditure on the construction of the 5G network and the costs of upgrading the radio access network reached a total of nearly PLN 700 million (EUR 159 million). The operator estimates that over the next three years, investments in these two projects will amount to approximately PLN 1.1 billion (EUR 249.9 million). In addition, the cost of the frequencies auctioned by Orange in the 5G auction is PLN 487 million (EUR 110.6 million). UKE settled the auction of frequencies in the 3400-3800 MHz range in October 2023.
お知らせ • Oct 26Orange Polska Provides Earnings Guidance for the Year 2023Orange Polska provided earnings guidance for the year 2023. The company expected low-to-mid single-digit revenue growth in 2023.
Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: zł0.18 (vs zł0.15 in 3Q 2022)Third quarter 2023 results: EPS: zł0.18 (up from zł0.15 in 3Q 2022). Revenue: zł3.12b (flat on 3Q 2022). Net income: zł237.0m (up 23% from 3Q 2022). Profit margin: 7.6% (up from 6.2% in 3Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: zł0.18 (vs zł0.18 in 2Q 2022)Second quarter 2023 results: EPS: zł0.18 (down from zł0.18 in 2Q 2022). Revenue: zł3.22b (up 5.5% from 2Q 2022). Net income: zł239.0m (down 1.6% from 2Q 2022). Profit margin: 7.4% (down from 8.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26Orange Polska S.A. Revises Earnings Guidance for the Full Year 2023Orange Polska S.A. revised earnings guidance for the full year 2023. For the period, the company upgraded revenues to low-to-mid single digit growth (from low single digit growth previously).
Upcoming Dividend • Jul 04Upcoming dividend of zł0.35 per share at 5.1% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 20 July 2023. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.0%).
お知らせ • Jun 30Orange PL Approves Dividend Payment for 2023, Payable on July 20, 2023Orange PL shareholders approved a dividend of PLN 0.35 per share from 2022 profit of PLN 756.7 million during the GM. Dividend rights will be set on July 12, 2023 and the payment made on July 20, 2023.
お知らせ • Jun 03Orange Polska S.A., Annual General Meeting, Jun 29, 2023Orange Polska S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time. Location: Orange Polska S.A. Aleje Jerozolimskie 160, building E, ground floor, the conference hall – K/CK Warsaw Poland Agenda: To consider financial statements for the 2022 financial year; to consider the Management Board's motion on distribution of profit for the 2022 financial year; to consider the Management Board’s report; to consider the Report of the Supervisory Board for the 2022 financial year; to consider the Management Board's motion on distribution of undivided profits; to consider distribution of the profit for the 2022 financial year; to consider approval of the performance of duties of the members of governing bodies in the financial year 2022; and to transact other matters.
お知らせ • May 24Orange PL Appoints Liudmila Climoc as the New CEO, Effective as of September 1, 2023Orange PL appointed Liudmila Climoc as the new CEO, effective as of September 1, 2023 while to-date helmsman Julien Ducarroz will move to take the reins at Orange's Romanian unit. Climoc has been a telecom business insider for 25 years; she previously was the CEO of Orange Moldova, and has been the CEO at Orange Romania since 2016.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: zł0.21 (vs zł0.095 in 1Q 2022)First quarter 2023 results: EPS: zł0.21 (up from zł0.095 in 1Q 2022). Revenue: zł3.14b (up 7.1% from 1Q 2022). Net income: zł270.0m (up 116% from 1Q 2022). Profit margin: 8.6% (up from 4.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 18Orange Polska S.A. Provides Revenue Guidance for the Year 2023Orange Polska S.A. provided revenue guidance for the year 2023. For the period, the company expects revenues to increase at low-single digits, with further growth of core telecommunication services (convergence, mobile and broadband) on the retail markets, coupled with solid revenues from IT & integration, energy resale, and continued high demand for its infrastructure from its wholesale customers.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: zł0.55 (vs zł1.27 in FY 2021)Full year 2022 results: EPS: zł0.55 (down from zł1.27 in FY 2021). Revenue: zł12.5b (up 4.7% from FY 2021). Net income: zł724.0m (down 57% from FY 2021). Profit margin: 5.8% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 17Orange PL Recommends Dividend in 2023Orange PL recommended dividend of PLN 0.35 per share in 2023. In 2022, the company paid its first dividend since 2016, with the payment amounting to PLN 0.25 per share.
お知らせ • Feb 15Orange Polska Provides Earnings Guidance for the Fourth Quarter of 2022Orange Polska provided earnings guidance for the fourth quarter of 2022. For the period, the company expects revenues to be in the range of PLN 3,252 million - PLN 3,339 million, EBIT to be in the range of PLN 201 million - PLN 270.7 million and Attrib. net profit to be in the range of PLN 96 million - PLN 163.4 million.
お知らせ • Feb 10Orange Polska Provides Revenue Guidance for 2022Orange Polska S.A. sees encouraging revenue outlook for 2022 despite inflation, as it vows to continue its "more for more" market approach.
お知らせ • Jan 28+ 3 more updatesOrange Polska S.A. to Report First Half, 2023 Results on Jul 25, 2023Orange Polska S.A. announced that they will report first half, 2023 results on Jul 25, 2023
お知らせ • Dec 17Orange Polska S.A. to Report Fiscal Year 2022 Results on Feb 15, 2023Orange Polska S.A. announced that they will report fiscal year 2022 results on Feb 15, 2023
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: zł0.15 (vs zł1.21 in 3Q 2021)Third quarter 2022 results: EPS: zł0.15 (down from zł1.21 in 3Q 2021). Revenue: zł3.12b (up 8.2% from 3Q 2021). Net income: zł193.0m (down 88% from 3Q 2021). Profit margin: 6.2% (down from 55% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: zł0.18 (vs zł0.088 in 2Q 2021)Second quarter 2022 results: EPS: zł0.18 (up from zł0.088 in 2Q 2021). Revenue: zł3.06b (up 3.4% from 2Q 2021). Net income: zł243.0m (up 110% from 2Q 2021). Profit margin: 8.0% (up from 3.9% in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 1.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jul 28Orange Polska S.A. Revises Earnings Guidance for the Year 2022Orange Polska S.A. revised earnings guidance for the year 2022. For the year, the company hiked revenue guidance for 2022 from 'low single-digit decline to "low single-digit growth".
Upcoming Dividend • Jun 14Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 21 June 2022. Payment date: 06 July 2022. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.5%).
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: zł0.095 (vs zł0.03 in 1Q 2021)First quarter 2022 results: EPS: zł0.095 (up from zł0.03 in 1Q 2021). Revenue: zł2.93b (flat on 1Q 2021). Net income: zł125.0m (up 221% from 1Q 2021). Profit margin: 4.3% (up from 1.3% in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 2.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Orange Poland Appoints Bartosz Dobrzynski as New Board MemberOrange Poland has incorporated Bartosz Dobrzynski into its management board. The general shareholders meeting of the company also extended the terms in office of another four members of the board, including Maciej Witucki, who was re-elected the chairman of the board.
お知らせ • Apr 23Orange Polska S.A. Approves Dividend in 2022, Payable on July 6, 2022Orange Polska S.A. approved to pay PLN 0.25 dividend per share in 2022. Rights will be set on June 22 and the payment will follow on July 6.
お知らせ • Feb 17+ 1 more updateOrange Polska S.A. Provides Earnings Guidance for the Year 2022Orange Polska S.A. provided earnings guidance for the year 2022. For the year, the company expects revenues will be slightly down.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS zł1.21 (vs zł0.04 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł2.89b (up 3.3% from 3Q 2020). Net income: zł1.59b (up zł1.53b from 3Q 2020). Profit margin: 55% (up from 1.9% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 01APG Groep N.V. completed the acquisition of 50% stake in Swiatlowod Inwestycje Sp. z o.o from Orange Polska S.A. (WSE:OPL) for PLN 1.4 billion.APG Groep N.V. signed an agreement to acquire 50% stake in Swiatlowod Inwestycje Sp. z o.o from Orange Polska S.A. (WSE:OPL) for PLN 1.4 billion on April 11, 2021. Out of that amount PLN 887 million will be paid on closing (subject to customary adjustments). Payment of the remaining PLN 487 million will occur in 2022-2026 and will be conditional on Orange Polska delivering on agreed network rollout schedule. The transaction is conditional upon its approval by relevant competition authorities and upon contribution of the fibre assets by OPL to Swiatlowód Inwestycje after confirmation by the relevant authorities of the legal basis of the transaction. As of August 5, 2021, EC approved the transaction. Proceeds from the sale will significantly strengthen Orange Polska balance sheet and will be an important element of the new strategy that will be announced in 2Q 2021. The transaction is expected to close by the end of August 2021. Lazard acted as financial advisor to Orange Polska S.A. Marcin Schulz of Linklaters C. Wisniewski i Wspolnicy Spolka Komandytowa acted as legal advisor to Orange Polska S.A. APG Groep N.V. completed the acquisition of 50% stake in Swiatlowod Inwestycje Sp. z o.o from Orange Polska S.A. (WSE:OPL) for PLN 1.4 billion on August 31, 2021. As per the transaction, APG Groep N.V. paid PLN 897 million to Orange Polska S.A.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS zł0.088 (vs zł0.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł2.95b (up 4.5% from 2Q 2020). Net income: zł116.0m (up 123% from 2Q 2020). Profit margin: 3.9% (up from 1.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Executive Departure • Jul 02Independent Member of the Supervisory Board Henryka Bochniarz has left the companyOn the 25th of June, Henryka Bochniarz's tenure as Independent Member of the Supervisory Board ended after 9.2 years in the role. We don't have any record of a personal shareholding under Henryka's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.50 years.
Executive Departure • Jul 02Member of the Supervisory Board Thierry Bonhomme has left the companyOn the 25th of June, Thierry Bonhomme's tenure as Member of the Supervisory Board ended after 3.2 years in the role. We don't have any record of a personal shareholding under Thierry's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.50 years.
お知らせ • May 21Orange Polska S.A. Proposes Dividend for the Year 2021Orange Polska S.A. announced that the company recommends no dividend from 2020 profits given uncertainty concerning 5G auction terms but will propose PLN 0.25 DPS from 2021 earnings.
お知らせ • Apr 24Orange Polska S.A. Provides Earnings Guidance for the Year 2021Orange Polska S.A. provided earnings guidance for the year 2021. For the period, the company expects low single-digit revenue growth.
Reported Earnings • Apr 24First quarter 2021 earnings released: EPS zł0.03 (vs zł0.029 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł2.92b (up 4.1% from 1Q 2020). Net income: zł39.0m (up zł77.0m from 1Q 2020). Profit margin: 1.3% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 23Full year 2020 earnings released: EPS zł0.035 (vs zł0.069 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: zł11.5b (flat on FY 2019). Net income: zł46.0m (down 50% from FY 2019). Profit margin: 0.4% (down from 0.8% in FY 2019). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 20New 90-day low: €1.33The company is down 5.0% from its price of €1.40 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.52 per share.
お知らせ • Feb 17Orange Polska S.A. to Report Fiscal Year 2020 Final Results on Feb 23, 2021Orange Polska S.A. announced that they will report fiscal year 2020 final results on Feb 23, 2021
Is New 90 Day High Low • Feb 04New 90-day high: €1.52The company is up 3.0% from its price of €1.47 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.72 per share.
お知らせ • Jan 22+ 2 more updatesOrange Polska S.A. to Report First Half, 2021 Results on Jul 28, 2021Orange Polska S.A. announced that they will report first half, 2021 results on Jul 28, 2021
Analyst Estimate Surprise Post Earnings • Nov 01Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 0.4% at zł2.79b. Revenue is forecast to grow 1.1% over the next year, compared to a 12% growth forecast for the Telecom industry in Germany.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total losses of zł113.0m, with earnings decreasing by zł367.2m from the prior year. Total revenue was zł11.4b over the last 12 months, largely unchanged from the prior year.
Is New 90 Day High Low • Oct 16New 90-day low: €1.43The company is down 14% from its price of €1.66 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.02 per share.
お知らせ • Jul 08Orange Polska Appoints Julien Ducarroz as CEOUpon recommendation of the Supervisory Board of Orange Polska, Julien Ducarroz will replace Jean-François Fallacher as CEO of Orange Polska, who is moving to become the CEO of Orange Spain. Julien Ducarroz, who is currently the CEO of Orange Moldova, has received the positive recommendation and support of both the Remuneration Committee and Orange Polska’s Supervisory Board at its meeting held on 6thJuly 2020. The appointment will be fully ratified when the Supervisory Board is able to conduct the necessary formal voting, which should take place on the occasion of the planned Supervisory Board Meeting on 21stJuly 2020.