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Polish (WIG) Telecom Sector Analysis

UpdatedJan 13, 2026
DataAggregated Company Financials
Companies118
  • 7D2.1%
  • 3M3.4%
  • 1Y21.6%
  • YTD1.3%

The Telecom industry is up 2.0% in the last week, with Cyfrowy Polsat up 4.9%. In the last 12 months, the industry was up 22%. As for the next few years, earnings are expected to grow by 31% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 Jan 2026zł61.4bzł37.8bzł2.5b13.8x24.5x1.6x
Thu, 11 Dec 2025zł58.5bzł37.7bzł2.5b13.8x23.4x1.5x
Sat, 08 Nov 2025zł58.6bzł37.4bzł2.6b14.1x22.2x1.6x
Mon, 06 Oct 2025zł63.5bzł37.2bzł2.7b14.3x23.8x1.7x
Wed, 03 Sep 2025zł60.5bzł37.1bzł2.6b15.2x22.9x1.6x
Fri, 01 Aug 2025zł61.1bzł36.9bzł2.7b14x22.6x1.7x
Sun, 29 Jun 2025zł66.1bzł36.8bzł2.6b14.2x25x1.8x
Tue, 27 May 2025zł61.3bzł36.9bzł2.7b15.8x22.4x1.7x
Thu, 24 Apr 2025zł61.3bzł36.9bzł3.0b16.6x20.6x1.7x
Sat, 22 Mar 2025zł58.3bzł36.7bzł3.0b13.4x19.7x1.6x
Mon, 17 Feb 2025zł57.8bzł36.6bzł3.0b13.6x19.4x1.6x
Wed, 15 Jan 2025zł51.1bzł36.7bzł2.9b13.4x17.9x1.4x
Fri, 13 Dec 2024zł51.5bzł36.7bzł2.8b13.2x18.1x1.4x
Sun, 10 Nov 2024zł47.8bzł36.6bzł2.8b13.6x17.3x1.3x
Tue, 08 Oct 2024zł49.7bzł36.6bzł2.7b14.3x18.2x1.4x
Thu, 05 Sep 2024zł54.5bzł36.6bzł2.7b15.5x20.3x1.5x
Sat, 03 Aug 2024zł50.5bzł36.3bzł2.5b15.2x20.3x1.4x
Mon, 01 Jul 2024zł48.8bzł36.5bzł2.5b16.1x19.5x1.3x
Wed, 29 May 2024zł50.7bzł36.3bzł2.5b17.1x20.4x1.4x
Fri, 26 Apr 2024zł45.1bzł35.8bzł2.5b18x18.4x1.3x
Sun, 24 Mar 2024zł45.7bzł35.4bzł2.5b16.2x18.1x1.3x
Tue, 20 Feb 2024zł47.7bzł35.3bzł2.4b17.3x20.1x1.4x
Thu, 18 Jan 2024zł45.7bzł35.4bzł2.4b19.5x18.7x1.3x
Sat, 16 Dec 2023zł49.0bzł35.4bzł2.4b19.2x20.1x1.4x
Mon, 13 Nov 2023zł47.5bzł35.1bzł2.4b21.6x20.1x1.4x
Wed, 11 Oct 2023zł48.5bzł35.0bzł2.5b18.4x19.7x1.4x
Fri, 08 Sep 2023zł52.8bzł35.1bzł2.5b18.5x21.6x1.5x
Sun, 06 Aug 2023zł56.6bzł34.9bzł2.8b15.5x20.5x1.6x
Tue, 04 Jul 2023zł55.3bzł34.7bzł2.8b16.9x19.9x1.6x
Thu, 01 Jun 2023zł50.8bzł34.9bzł2.7b16.1x18.6x1.5x
Sat, 29 Apr 2023zł51.2bzł34.4bzł2.9b15.2x17.6x1.5x
Mon, 27 Mar 2023zł48.7bzł34.0bzł3.0b14.6x16x1.4x
Wed, 22 Feb 2023zł51.4bzł34.1bzł3.1b14.4x16.6x1.5x
Fri, 20 Jan 2023zł52.3bzł33.8bzł2.9b12.7x18.4x1.5x
Price to Earnings Ratio

18.4x


Total Market Cap: zł52.3bTotal Earnings: zł2.9bTotal Revenue: zł33.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Sector Price to Earnings3Y Average 20.1x202420252026
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 24.5x which is higher than its 3-year average PE of 20.1x.
  • 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 3.8% 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 Market1.31%
Telecom2.09%
Telecom Services and Carriers2.82%
Entertainment1.77%
Interactive Media and Services1.25%
Media-0.70%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 29.5x.
    • Analysts are expecting annual earnings growth of 43.5%, 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 43% 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 Polsatzł13.224.9%
+zł396.5m		-3.0%PE21.1x
OPL Orange Polskazł10.322.3%
+zł308.4m		43.8%PE15.1x
CRJ Creepy Jarzł738.0075.3%
+zł221.7m		165.5%PE30.1x
CDR CD Projektzł241.000.7%
+zł159.9m		26.8%PE42.2x
PLW PlayWayzł270.502.9%
+zł49.5m		-9.5%PE15.3x

Latest News

CPS
zł13.22
Cyfrowy Polsat
7D
4.9%
1Y
-3.0%

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

Analysts have trimmed their price target on Cyfrowy Polsat to €13.08, reflecting slightly lower discount rate and forward P/E assumptions while keeping their fair value view broadly unchanged. What's in the News Cyfrowy Polsat has scheduled an Extraordinary General Meeting for December 29, 2025, at 11:00 Central European Standard Time at the company’s registered office on ul.
FOR
zł2.80
Forever Entertainment
7D
-3.4%
1Y
-36.2%
OPL
zł10.32
Orange Polska
7D
2.3%
1Y
43.8%

OPL: Higher Required Return Will Support Stronger Earnings Multiple Outlook

Narrative Update on Orange Polska Analysts have lifted their fair value estimate for Orange Polska from €11.10 to €12.00. They point to updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of the new price target.
CRJ
zł738.00
Creepy Jar
7D
75.3%
1Y
165.5%

Optimistic Investors Push Creepy Jar S.A. (WSE:CRJ) Shares Up 47% But Growth Is Lacking

Jan 08
Optimistic Investors Push Creepy Jar S.A. (WSE:CRJ) Shares Up 47% But Growth Is Lacking
AGO
zł9.88
Agora
7D
-0.6%
1Y
-7.5%

Agora (WSE:AGO) Takes On Some Risk With Its Use Of Debt

Jan 06
Agora (WSE:AGO) Takes On Some Risk With Its Use Of Debt
CDR
zł241.00
CD Projekt
7D
0.7%
1Y
26.8%

CDR: Future XR Partnership Will Support A Higher Earnings Multiple

Analysts now set their fair value estimate for CD Projekt at 332.0, down from 350.0, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple as key drivers of the shift. 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, themed around Night City and limited to 10,000 serialized units worldwide (Key Developments).
CIG
zł2.66
CI Games
7D
-2.2%
1Y
75.8%

Investors Interested In CI Games SE's (WSE:CIG) Revenues

Dec 20
Investors Interested In CI Games SE's (WSE:CIG) Revenues
CBF
zł211.50
Cyber_Folks
7D
-0.2%
1Y
43.4%
DIG
zł154.00
Digital Network
7D
-4.2%
1Y
150.8%
HUG
zł24.15
Huuuge
7D
2.3%
1Y
27.2%
PCF
zł3.58
PCF Group Spólka Akcyjna
7D
-1.8%
1Y
-50.3%

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
PLW
zł270.50
PlayWay
7D
2.9%
1Y
-9.5%
PTW
zł142.00
Polskie Towarzystwo Wspierania Przedsiebiorczosci
7D
-1.4%
1Y
173.1%
PRH
zł3.48
Red Dev Studio
7D
15.2%
1Y
161.7%
WPL
zł65.80
Wirtualna Polska Holding
7D
1.5%
1Y
-8.6%

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
PRE
zł113.96
President Studio
7D
-5.8%
1Y
n/a