Narrative Update • Sep 03
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Polish (WIG) Telecom Sector Analysis
UpdatedSep 10, 2026
DataAggregated Company Financials
Companies114
- 7D2.1%
- 3M0.2%
- 1Y10.7%
- YTD10.5%
In the last week, the Telecom industry is up 2.1%, with Cyfrowy Polsat up 6.6%. This means that the industry has gained 11% over the past year. Looking forward, earnings are forecast to grow by 36% annually.
Sector Valuation and Performance
Has the Polish Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 10 Sep 2026 | zł65.9b | zł38.9b | -zł314,957,650.40 | 12.7x | -209.2x | 1.7x |
| Sat, 08 Aug 2026 | zł71.8b | zł38.6b | -zł509,223,510.10 | 13.4x | -141x | 1.9x |
| Mon, 06 Jul 2026 | zł67.3b | zł38.2b | -zł529,268,179.10 | 14.7x | -127.1x | 1.8x |
| Wed, 03 Jun 2026 | zł68.3b | zł38.0b | -zł632,577,049.10 | 12.8x | -108x | 1.8x |
| Fri, 01 May 2026 | zł71.1b | zł37.9b | zł2.3b | 13.9x | 30.7x | 1.9x |
| Sun, 29 Mar 2026 | zł62.4b | zł37.9b | zł2.2b | 14x | 28.4x | 1.6x |
| Tue, 24 Feb 2026 | zł64.3b | zł37.8b | zł2.4b | 14.9x | 27.1x | 1.7x |
| Thu, 22 Jan 2026 | zł64.3b | zł37.7b | zł2.5b | 15.5x | 25.6x | 1.7x |
| Sat, 20 Dec 2025 | zł58.0b | zł37.7b | zł2.5b | 12.8x | 23.1x | 1.5x |
| Mon, 17 Nov 2025 | zł58.0b | zł37.4b | zł2.6b | 13.7x | 22.5x | 1.5x |
| Wed, 15 Oct 2025 | zł59.7b | zł37.3b | zł2.7b | 14.4x | 22.2x | 1.6x |
| Fri, 12 Sep 2025 | zł61.4b | zł37.2b | zł2.6b | 15.5x | 23.3x | 1.7x |
| Sun, 10 Aug 2025 | zł61.2b | zł36.9b | zł2.7b | 14.1x | 22.7x | 1.7x |
| Tue, 08 Jul 2025 | zł65.4b | zł36.8b | zł2.7b | 14.5x | 24.7x | 1.8x |
| Thu, 05 Jun 2025 | zł64.4b | zł36.9b | zł2.7b | 14.2x | 23.6x | 1.7x |
| Sat, 03 May 2025 | zł65.6b | zł36.7b | zł2.9b | 16.8x | 22.5x | 1.8x |
| Mon, 31 Mar 2025 | zł57.9b | zł36.6b | zł3.0b | 15.9x | 19.4x | 1.6x |
| Wed, 26 Feb 2025 | zł56.3b | zł36.7b | zł3.0b | 13.9x | 19.1x | 1.5x |
| Fri, 24 Jan 2025 | zł54.1b | zł36.7b | zł2.9b | 13.8x | 19x | 1.5x |
| Sun, 22 Dec 2024 | zł50.5b | zł36.7b | zł2.9b | 12.8x | 17.7x | 1.4x |
| Tue, 19 Nov 2024 | zł46.8b | zł36.0b | zł2.9b | 12.9x | 16.3x | 1.3x |
| Thu, 17 Oct 2024 | zł49.8b | zł36.6b | zł2.7b | 14.3x | 18.2x | 1.4x |
| Sat, 14 Sep 2024 | zł53.2b | zł36.6b | zł2.7b | 15.3x | 20x | 1.5x |
| Mon, 12 Aug 2024 | zł50.4b | zł36.4b | zł2.5b | 16x | 20.5x | 1.4x |
| Wed, 10 Jul 2024 | zł50.0b | zł36.4b | zł2.5b | 16.8x | 20x | 1.4x |
| Fri, 07 Jun 2024 | zł49.6b | zł36.4b | zł2.5b | 17.1x | 19.9x | 1.4x |
| Sun, 05 May 2024 | zł45.8b | zł36.0b | zł2.4b | 18.4x | 19.1x | 1.3x |
| Tue, 02 Apr 2024 | zł46.8b | zł35.3b | zł2.5b | 14.9x | 18.8x | 1.3x |
| Thu, 29 Feb 2024 | zł47.6b | zł35.3b | zł2.4b | 17.8x | 20.1x | 1.3x |
| Sat, 27 Jan 2024 | zł46.8b | zł35.4b | zł2.4b | 18.8x | 19.2x | 1.3x |
| Mon, 25 Dec 2023 | zł48.4b | zł35.4b | zł2.4b | 19.2x | 19.9x | 1.4x |
| Wed, 22 Nov 2023 | zł49.3b | zł35.1b | zł2.3b | 18x | 21.2x | 1.4x |
| Fri, 20 Oct 2023 | zł47.3b | zł35.0b | zł2.5b | 18.2x | 19.3x | 1.4x |
| Sun, 17 Sep 2023 | zł54.2b | zł35.1b | zł2.5b | 18x | 21.8x | 1.5x |
Price to Earnings Ratio
21.8x
Current Industry PE
- Investors are optimistic on the Polish Communication Services industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- Total earnings for the Communication Services industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 3.5% 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 Market | 2.16% | |
| Telecom | 2.06% | |
| Media | 15.32% | |
| Telecom Services and Carriers | 2.70% | |
| Entertainment | 0.37% | |
| Interactive Media and Services | 0.16% | |
Industry PE
- Investors are most optimistic about the Interactive Media and Services industry which is trading above its 3-year average PE ratio of 10.5x.
- Analysts are expecting annual earnings growth of 40.1%, which is higher than its past year's earnings decline of 89.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 40% over the next 5 years.
- This is better than its past earnings decline of 90% per year.
- In contrast, the Media industry is expected to see its earnings grow by 32% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPS Cyfrowy Polsat | zł16.72 | 5.1% +zł448.8m | 19.4% | PS0.6x | |
| DIG Digital Network | zł366.00 | 26.2% +zł316.6m | 267.1% | PE38.5x | |
| CBF Cyber_Folks | zł200.60 | 7.8% +zł221.3m | 8.4% | PE55.8x | |
| AGO Agora | zł10.40 | 13.3% +zł56.8m | 17.6% | PE13.2x | |
| ART Artifex Mundi | zł22.15 | 10.8% +zł25.8m | 45.2% | PE12.8x |