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Polish (WIG) Telecom Sector Analysis

UpdatedDec 29, 2025
DataAggregated Company Financials
Companies118
  • 7D2.0%
  • 3M-3.7%
  • 1Y16.1%
  • YTD14.6%

In the last week, the Telecom industry is up 2.0%, with Cyfrowy Polsat up 14%. This means that the industry has gained 16% over the past year. 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, 29 Dec 2025zł59.2bzł37.7bzł2.5b13.4x23.6x1.6x
Wed, 26 Nov 2025zł57.1bzł37.6bzł2.4b13.9x23.6x1.5x
Fri, 24 Oct 2025zł61.6bzł37.5bzł2.7b14x23.2x1.6x
Sun, 21 Sep 2025zł60.8bzł37.2bzł2.7b15x22.9x1.6x
Tue, 19 Aug 2025zł61.2bzł36.8bzł2.7b13.9x22.7x1.7x
Thu, 17 Jul 2025zł63.6bzł36.9bzł2.7b14.1x24x1.7x
Sat, 14 Jun 2025zł64.7bzł36.9bzł2.7b14x24.3x1.8x
Mon, 12 May 2025zł64.1bzł36.8bzł2.8b17.1x22.5x1.7x
Wed, 09 Apr 2025zł57.6bzł36.6bzł3.0b15.9x19.2x1.6x
Fri, 07 Mar 2025zł56.3bzł36.6bzł2.9b13.3x19.1x1.5x
Sun, 02 Feb 2025zł55.6bzł36.7bzł2.8b14.2x19.5x1.5x
Tue, 31 Dec 2024zł51.3bzł36.7bzł2.9b13x17.9x1.4x
Thu, 28 Nov 2024zł49.0bzł36.8bzł3.0b13.6x16.5x1.3x
Sat, 26 Oct 2024zł48.0bzł36.6bzł2.8b14.4x17.4x1.3x
Mon, 23 Sep 2024zł52.5bzł36.6bzł2.7b15.5x19.8x1.4x
Wed, 21 Aug 2024zł52.1bzł36.3bzł2.5b14.6x21.1x1.4x
Fri, 19 Jul 2024zł50.6bzł36.4bzł2.5b16.5x20.2x1.4x
Sun, 16 Jun 2024zł48.4bzł36.4bzł2.5b16.9x19.3x1.3x
Tue, 14 May 2024zł50.4bzł36.0bzł2.4b18.2x21x1.4x
Thu, 11 Apr 2024zł46.3bzł35.4bzł2.6b15.5x18.2x1.3x
Sat, 09 Mar 2024zł45.5bzł35.3bzł2.4b17.3x19.1x1.3x
Mon, 05 Feb 2024zł47.2bzł35.4bzł2.4b19.1x19.4x1.3x
Wed, 03 Jan 2024zł47.7bzł35.4bzł2.4b19.2x19.6x1.3x
Fri, 01 Dec 2023zł47.6bzł35.4bzł2.4b18.4x19.4x1.3x
Sun, 29 Oct 2023zł47.4bzł35.0bzł2.5b17.3x19x1.4x
Tue, 26 Sep 2023zł53.1bzł35.1bzł2.5b19x21.5x1.5x
Thu, 24 Aug 2023zł54.4bzł35.0bzł2.5b20x22x1.6x
Sat, 22 Jul 2023zł56.4bzł34.7bzł2.7b16.1x20.5x1.6x
Mon, 19 Jun 2023zł57.1bzł34.8bzł2.8b16.9x20.6x1.6x
Wed, 17 May 2023zł52.6bzł34.7bzł2.7b15.5x19.4x1.5x
Fri, 14 Apr 2023zł49.9bzł34.0bzł3.0b14.6x16.7x1.5x
Sun, 12 Mar 2023zł51.7bzł34.0bzł3.1b14.5x16.7x1.5x
Tue, 07 Feb 2023zł52.7bzł33.8bzł2.9b12.7x18.5x1.6x
Thu, 05 Jan 2023zł50.6bzł33.8bzł2.9b12.1x17.7x1.5x
Price to Earnings Ratio

17.7x


Total Market Cap: zł50.6bTotal Earnings: zł2.9bTotal Revenue: zł33.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Sector Price to Earnings3Y Average 20x20242025
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 20.0x.
  • 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 4.3% 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 Market0.61%
Telecom2.04%
Telecom Services and Carriers5.94%
Media0.091%
Entertainment-0.52%
Interactive Media and Services-1.06%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 29.4x.
    • Analysts are expecting annual earnings growth of 44.2%, 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 44% 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
CPS Cyfrowy Polsatzł12.2914.3%
+zł981.7m		-13.0%PE19.6x
OPL Orange Polskazł9.982.8%
+zł359.6m		34.0%PE14.6x
BLO Bloober Teamzł24.756.2%
+zł28.0m		-0.2%PE9.4x
CBF Cyber_Folkszł201.500.7%
+zł22.9m		35.2%PE51.5x
TEN Ten Square Gameszł87.102.6%
+zł14.0m		19.6%PE6.9x

Latest News

CPS
zł12.29
Cyfrowy Polsat
7D
14.3%
1Y
-13.0%

CPS: Cost Discipline And Stable Margins Will Support Measured Future Returns

Analysts have slightly raised their price target for Cyfrowy Polsat to approximately €13.08 from about €13.03. This reflects minor improvements in modeled discount rates and long term earnings multiples, while growth and margin expectations remain broadly unchanged.
OPL
zł9.98
Orange Polska
7D
2.8%
1Y
34.0%

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.
TEN
zł87.10
Ten Square Games
7D
2.6%
1Y
19.6%
CDR
zł240.10
CD Projekt
7D
-0.8%
1Y
26.0%

CDR: Rising Future Multiple Will Likely Pressure Shares Despite Margin Compression

Analysts have lifted their price target on CD Projekt from approximately $95 to about $112 per share, citing stronger expected revenue growth despite some compression in profit margins and a higher assumed future earnings multiple. What's in the News CD PROJEKT RED entered its first collaboration with XR brand VITURE to launch a limited-run VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition, integrating the game's Night City aesthetic into next-generation XR glasses (Key Developments).
CBF
zł201.50
Cyber_Folks
7D
0.7%
1Y
35.2%
DIG
zł164.00
Digital Network
7D
2.0%
1Y
204.8%
BLO
zł24.75
Bloober Team
7D
6.2%
1Y
-0.2%

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
HUG
zł23.90
Huuuge
7D
-0.4%
1Y
45.9%
IMS
zł2.61
IMS
7D
-4.4%
1Y
-33.2%

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
zł8.86
Agora
7D
-3.5%
1Y
-6.7%
PLW
zł250.00
PlayWay
7D
-2.0%
1Y
-9.1%
ATG
zł3.90
ATM Grupa
7D
3.4%
1Y
1.8%
PRH
zł2.92
Red Dev Studio
7D
-11.5%
1Y
153.9%
WPL
zł59.10
Wirtualna Polska Holding
7D
-1.0%
1Y
-25.0%

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
zł21.70
Kino Polska TV Spolka Akcyjna
7D
2.4%
1Y
0.9%
AAS
zł10.50
Arts Alliance
7D
-7.1%
1Y
-37.1%