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Polish (WIG) Telecom Sector Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies118
  • 7D-0.6%
  • 3M6.1%
  • 1Y21.1%
  • YTD7.3%

Over the last 7 days, the Telecom industry has remained flat, although notably Orange Polska gained 6.4%. As for the the longer term, the industry is up 21% over the past 12 months. As for the next few years, earnings are expected to grow by 30% per annum.

Sector Valuation and Performance

Has the Polish Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 Jan 2026zł65.1bzł37.7bzł2.5b16x26x1.7x
Fri, 26 Dec 2025zł59.2bzł37.7bzł2.5b13.4x23.6x1.6x
Sun, 23 Nov 2025zł56.3bzł37.6bzł2.4b14x23.3x1.5x
Tue, 21 Oct 2025zł61.3bzł37.3bzł2.7b14.5x22.8x1.6x
Thu, 18 Sep 2025zł61.0bzł37.2bzł2.6b14.8x23.2x1.6x
Sat, 16 Aug 2025zł59.9bzł36.9bzł2.7b14.5x22.2x1.6x
Mon, 14 Jul 2025zł64.0bzł36.8bzł2.7b15x24.1x1.7x
Wed, 11 Jun 2025zł65.7bzł36.9bzł2.7b14.1x24.1x1.8x
Fri, 09 May 2025zł64.2bzł36.8bzł2.8b17x22.5x1.7x
Sun, 06 Apr 2025zł57.2bzł36.6bzł3.0b16x19.1x1.6x
Tue, 04 Mar 2025zł56.6bzł36.7bzł3.0b13.6x19.2x1.5x
Thu, 30 Jan 2025zł54.3bzł36.7bzł2.9b14.1x19x1.5x
Sat, 28 Dec 2024zł51.1bzł36.7bzł2.9b13x17.9x1.4x
Mon, 25 Nov 2024zł48.3bzł36.8bzł3.0b13x16.2x1.3x
Wed, 23 Oct 2024zł48.5bzł36.6bzł2.7b14.4x17.7x1.3x
Fri, 20 Sep 2024zł53.2bzł36.6bzł2.7b15.5x20.1x1.5x
Sun, 18 Aug 2024zł52.5bzł36.3bzł2.5b15.7x21.2x1.4x
Tue, 16 Jul 2024zł51.3bzł36.4bzł2.5b17x20.5x1.4x
Thu, 13 Jun 2024zł48.8bzł36.4bzł2.5b17.3x19.5x1.3x
Sat, 11 May 2024zł48.5bzł36.0bzł2.4b18.1x20.2x1.3x
Mon, 08 Apr 2024zł46.6bzł35.4bzł2.5b15.3x18.3x1.3x
Wed, 06 Mar 2024zł45.2bzł35.3bzł2.4b18x19.1x1.3x
Fri, 02 Feb 2024zł46.9bzł35.4bzł2.4b19x19.2x1.3x
Sun, 31 Dec 2023zł48.1bzł35.4bzł2.4b19.7x19.8x1.4x
Tue, 28 Nov 2023zł47.4bzł35.2bzł2.4b18.2x20.1x1.3x
Thu, 26 Oct 2023zł47.8bzł35.0bzł2.5b17.4x19.1x1.4x
Sat, 23 Sep 2023zł53.5bzł35.0bzł2.5b19.1x21.7x1.5x
Mon, 21 Aug 2023zł53.7bzł34.9bzł2.7b17.2x19.6x1.5x
Wed, 19 Jul 2023zł56.8bzł34.7bzł2.7b16.3x20.7x1.6x
Fri, 16 Jun 2023zł57.0bzł34.8bzł2.8b18.1x20.5x1.6x
Sun, 14 May 2023zł52.2bzł34.5bzł2.9b15.5x18.2x1.5x
Tue, 11 Apr 2023zł49.1bzł34.0bzł3.0b14.3x16.5x1.4x
Thu, 09 Mar 2023zł53.0bzł34.1bzł3.1b14.6x17.1x1.6x
Sat, 04 Feb 2023zł54.0bzł33.8bzł2.9b12.6x19x1.6x
Price to Earnings Ratio

19x


Total Market Cap: zł54.0bTotal Earnings: zł2.9bTotal Revenue: zł33.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Sector Price to Earnings3Y Average 20.2x202420252026
Current Industry PE
  • Investors are optimistic on the Polish Communication Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 26.0x which is higher than its 3-year average PE of 20.2x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 4.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.8% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Polish Telecom sector?

PL Market2.45%
Telecom-0.63%
Media3.63%
Telecom Services and Carriers1.92%
Entertainment-2.57%
Interactive Media and Services-4.18%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 29.6x.
    • Analysts are expecting annual earnings growth of 41.7%, which is higher than its past year's earnings growth of 14.8% per year.
  • Investors are most pessimistic about the Interactive Media and Services industry, which is trading below its 3-year average of 19.6x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Media industry is expected to see its earnings grow by 13% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
OPL Orange Polskazł11.252.6%
+zł367.5m		42.7%PE16.5x
TEN Ten Square Gameszł111.2011.2%
+zł71.2m		39.5%PE8.9x
PLW PlayWayzł281.002.4%
+zł42.9m		-9.4%PE15.9x
KPL Kino Polska TV Spolka Akcyjnazł25.407.6%
+zł35.7m		24.5%PE6.9x
PCF PCF Group Spólka Akcyjnazł4.2817.4%
+zł22.8m		-48.9%PS0.7x

Latest News

CPS
zł12.90
Cyfrowy Polsat
7D
-4.1%
1Y
-12.9%

CPS: Stable Margins And Board Changes Will Support Measured Future Returns

Analysts have trimmed their fair value estimate for Cyfrowy Polsat from €13.08 to €12.63, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E. What's in the News Cyfrowy Polsat has called a Special or Extraordinary Shareholders Meeting for December 29, 2025, scheduled for 11:00 Central European Standard Time at the company’s registered office on ul.
TEN
zł111.20
Ten Square Games
7D
11.2%
1Y
39.5%

Ten Square Games S.A. (WSE:TEN) Surges 26% Yet Its Low P/E Is No Reason For Excitement

Jan 23
Ten Square Games S.A. (WSE:TEN) Surges 26% Yet Its Low P/E Is No Reason For Excitement
OPL
zł11.25
Orange Polska
7D
2.6%
1Y
42.7%

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.
CDR
zł265.80
CD Projekt
7D
-1.7%
1Y
30.9%

CDR: Future P/E Expansion Will Outrun Eroding Profit Margins

Analysts have increased their fair value estimate for CD Projekt slightly to €229.83 from €227.22, citing updated assumptions around revenue growth, discount rate and future P/E, which are only partly offset by a modestly lower profit margin outlook. What's in the News VITURE announced its first collaboration with CD PROJEKT RED to create the VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition XR glasses, tying the Cyberpunk 2077 brand to a limited-run hardware product aimed at fans of the franchise (Key Developments).
PLW
zł281.00
PlayWay
7D
2.4%
1Y
-9.4%
11B
zł144.90
11 bit studios
7D
-4.7%
1Y
-20.6%
CBF
zł211.00
Cyber_Folks
7D
-0.2%
1Y
37.9%
DIG
zł157.60
Digital Network
7D
2.5%
1Y
147.8%
HUG
zł24.05
Huuuge
7D
1.5%
1Y
28.2%
PCF
zł4.28
PCF Group Spólka Akcyjna
7D
17.4%
1Y
-48.9%

Investors Give PCF Group Spólka Akcyjna (WSE:PCF) Shares A 25% Hiding

Dec 04
Investors Give PCF Group Spólka Akcyjna (WSE:PCF) Shares A 25% Hiding
WPL
zł62.20
Wirtualna Polska Holding
7D
-2.4%
1Y
-18.2%

Wirtualna Polska Holding's (WSE:WPL) Soft Earnings Don't Show The Whole Picture

Nov 26
Wirtualna Polska Holding's (WSE:WPL) Soft Earnings Don't Show The Whole Picture
KPL
zł25.40
Kino Polska TV Spolka Akcyjna
7D
7.6%
1Y
24.5%
OVI
zł0.54
Ovid Works
7D
-23.9%
1Y
1.1%
OML
zł2.75
One More Level
7D
12.5%
1Y
122.1%
AAS
zł9.65
Arts Alliance
7D
-10.6%
1Y
-15.4%