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Polish (WIG) Telecom Sector Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies118
  • 7D2.3%
  • 3M-2.6%
  • 1Y14.9%
  • YTD14.6%

CD Projekt is up 1.9%, leading the way for the Telecom industry, which has gained 2.3%. In the last 12 months, the industry was up 15%. As for the next few years, earnings are expected to grow by 32% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Dec 2025zł59.2bzł37.7bzł2.5b13.6x23.6x1.6x
Wed, 12 Nov 2025zł59.4bzł37.4bzł2.6b14x23x1.6x
Fri, 10 Oct 2025zł63.2bzł37.3bzł2.7b13.8x23.5x1.7x
Sun, 07 Sep 2025zł60.8bzł37.2bzł2.6b15.4x23.1x1.6x
Tue, 05 Aug 2025zł60.1bzł36.9bzł2.7b13.9x22.3x1.6x
Thu, 03 Jul 2025zł65.5bzł36.8bzł2.6b14.8x24.7x1.8x
Sat, 31 May 2025zł60.8bzł36.8bzł2.7b16.4x22.4x1.7x
Mon, 28 Apr 2025zł61.4bzł36.7bzł2.9b16.4x21x1.7x
Wed, 26 Mar 2025zł59.4bzł36.7bzł3.0b15.6x20.1x1.6x
Fri, 21 Feb 2025zł56.7bzł36.6bzł3.0b13.8x19.2x1.5x
Sun, 19 Jan 2025zł54.7bzł36.7bzł2.9b13.8x19.1x1.5x
Tue, 17 Dec 2024zł51.7bzł36.7bzł2.8b12.9x18.2x1.4x
Thu, 14 Nov 2024zł47.2bzł36.6bzł2.8b13.1x17.1x1.3x
Sat, 12 Oct 2024zł48.9bzł36.6bzł2.7b14.3x17.9x1.3x
Mon, 09 Sep 2024zł53.2bzł36.6bzł2.7b15.6x20x1.5x
Wed, 07 Aug 2024zł48.6bzł36.3bzł2.5b15x19.5x1.3x
Fri, 05 Jul 2024zł49.5bzł36.5bzł2.5b16.1x19.8x1.4x
Sun, 02 Jun 2024zł49.2bzł36.4bzł2.5b17.7x19.7x1.4x
Tue, 30 Apr 2024zł46.0bzł35.8bzł2.5b17.3x18.7x1.3x
Thu, 28 Mar 2024zł46.3bzł35.5bzł2.5b15.6x18.3x1.3x
Sat, 24 Feb 2024zł48.0bzł35.3bzł2.4b17.9x20.3x1.4x
Mon, 22 Jan 2024zł45.7bzł35.4bzł2.4b19.1x18.8x1.3x
Wed, 20 Dec 2023zł49.0bzł35.4bzł2.4b18.5x20.1x1.4x
Fri, 17 Nov 2023zł49.0bzł35.1bzł2.4b20.1x20.7x1.4x
Sun, 15 Oct 2023zł47.5bzł35.0bzł2.5b18.4x19.3x1.4x
Tue, 12 Sep 2023zł53.6bzł35.1bzł2.5b18.5x21.4x1.5x
Thu, 10 Aug 2023zł55.4bzł34.9bzł2.8b16.4x20x1.6x
Sat, 08 Jul 2023zł54.0bzł34.7bzł2.8b15.7x19.4x1.6x
Mon, 05 Jun 2023zł52.2bzł34.8bzł2.8b15.8x18.7x1.5x
Wed, 03 May 2023zł51.3bzł34.5bzł2.9b15x17.6x1.5x
Fri, 31 Mar 2023zł49.5bzł33.9bzł2.9b14.2x16.8x1.5x
Sun, 26 Feb 2023zł51.0bzł34.1bzł3.1b14.7x16.5x1.5x
Tue, 24 Jan 2023zł53.6bzł33.8bzł2.9b14.1x18.8x1.6x
Thu, 22 Dec 2022zł49.1bzł33.8bzł2.9b11x17.2x1.5x
Price to Earnings Ratio

17.2x


Total Market Cap: zł49.1bTotal Earnings: zł2.9bTotal Revenue: zł33.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Sector Price to Earnings3Y Average 19.9x202320242025
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 23.6x which is higher than its 3-year average PE of 19.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.5x.
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 3.7% 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 Market2.99%
Telecom2.26%
Media4.33%
Telecom Services and Carriers3.79%
Entertainment1.20%
Interactive Media and Services-0.48%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 29.2x.
    • Analysts are expecting annual earnings growth of 44.5%, which is higher than its past year's earnings growth of 13.9% 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 45% over the next 5 years.
  • This is better than its past earnings growth rate of 14% 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
CDR CD Projektzł247.701.9%
+zł469.6m		30.9%PE43.4x
OPL Orange Polskazł9.913.2%
+zł401.6m		31.1%PE14.5x
CBF Cyber_Folkszł197.2011.4%
+zł308.8m		36.0%PE50.4x
CPS Cyfrowy Polsatzł11.162.1%
+zł147.1m		-27.5%PE17.8x
DIG Digital Networkzł156.6014.3%
+zł81.6m		195.5%PE21.2x

Latest News

CPS
zł11.16
Cyfrowy Polsat
7D
2.1%
1Y
-27.5%

CPS: Cost Efficiencies Will Support Margin Recovery After Recent Buy Upgrade

Analysts have modestly lowered their fair value estimate for Cyfrowy Polsat from PLN 14.50 to PLN 13.03, reflecting expectations for slower revenue growth and slimmer profit margins, while also highlighting upside potential with a recently raised PLN 17.20 Street price target. Analyst Commentary Bullish analysts view the recent upgrade and higher target price as a signal that the market may be underestimating Cyfrowy Polsat's ability to stabilize margins and return to a healthier growth trajectory, particularly as cost discipline and portfolio optimization begin to take hold.
CBF
zł197.20
Cyber_Folks
7D
11.4%
1Y
36.0%
OPL
zł9.91
Orange Polska
7D
3.2%
1Y
31.1%
DIG
zł156.60
Digital Network
7D
14.3%
1Y
195.5%
BLO
zł24.80
Bloober Team
7D
-8.3%
1Y
8.1%

There May Be Underlying Issues With The Quality Of Bloober Team's (WSE:BLO) Earnings

Dec 07
There May Be Underlying Issues With The Quality Of Bloober Team's (WSE:BLO) Earnings
IMS
zł2.85
IMS
7D
-5.6%
1Y
-23.4%

Weak Statutory Earnings May Not Tell The Whole Story For IMS (WSE:IMS)

Dec 06
Weak Statutory Earnings May Not Tell The Whole Story For IMS (WSE:IMS)
AGO
zł9.04
Agora
7D
-1.3%
1Y
-2.0%
CDR
zł247.70
CD Projekt
7D
1.9%
1Y
30.9%

CDR: Future Earnings Multiple Expansion Will Likely Outpace Slowing Profitability

Analysts have modestly raised their price target on CD Projekt to $227.22 from $220.44, citing slightly higher expected future valuation multiples, despite trimming assumptions for revenue growth and profit margins. Valuation Changes Fair Value: increased slightly from PLN 220.44 to PLN 227.22 per share, reflecting a modest uplift in intrinsic valuation.
PLW
zł239.50
PlayWay
7D
-4.2%
1Y
-12.3%
PTW
zł139.00
Polskie Towarzystwo Wspierania Przedsiebiorczosci
7D
7.8%
1Y
159.8%
CIG
zł2.80
CI Games
7D
2.2%
1Y
122.6%
WPL
zł59.80
Wirtualna Polska Holding
7D
-0.3%
1Y
-12.8%

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
zł20.40
Kino Polska TV Spolka Akcyjna
7D
3.0%
1Y
-8.1%
TEN
zł86.90
Ten Square Games
7D
-3.4%
1Y
12.9%
ART
zł12.80
Artifex Mundi
7D
-2.7%
1Y
-2.3%
AAS
zł11.30
Arts Alliance
7D
-3.4%
1Y
-49.1%