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Polish (WIG) Telecom Sector Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies118
  • 7D1.8%
  • 3M14.1%
  • 1Y11.6%
  • YTD5.4%

Over the last 7 days, the Telecom industry has risen 1.8%, driven by gains from Orange Polska of 8.3%. This means that the industry has gained 12% over the past year. Looking forward, earnings are forecast to grow by 27% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Feb 2026zł64.0bzł37.8bzł2.4b14.3x27x1.7x
Mon, 19 Jan 2026zł65.9bzł37.8bzł2.5b14.1x26.3x1.7x
Wed, 17 Dec 2025zł58.2bzł37.7bzł2.5b13x23.2x1.5x
Fri, 14 Nov 2025zł58.3bzł37.4bzł2.6b13.8x22.7x1.6x
Sun, 12 Oct 2025zł61.6bzł37.3bzł2.7b14.2x22.9x1.7x
Tue, 09 Sep 2025zł61.5bzł37.2bzł2.6b15.5x23.4x1.7x
Thu, 07 Aug 2025zł60.2bzł36.9bzł2.7b13.9x22.3x1.6x
Sat, 05 Jul 2025zł65.3bzł36.8bzł2.7b14.7x24.6x1.8x
Mon, 02 Jun 2025zł60.8bzł36.8bzł2.7b16.4x22.4x1.7x
Wed, 30 Apr 2025zł62.9bzł36.7bzł2.9b16.9x21.5x1.7x
Fri, 28 Mar 2025zł57.2bzł36.6bzł3.0b16.2x19.1x1.6x
Sun, 23 Feb 2025zł57.5bzł36.6bzł3.0b13.8x19.4x1.6x
Tue, 21 Jan 2025zł54.5bzł36.7bzł2.9b13.8x19.1x1.5x
Thu, 19 Dec 2024zł51.1bzł36.7bzł2.9b12.4x17.9x1.4x
Sat, 16 Nov 2024zł46.7bzł36.6bzł2.8b13.6x16.9x1.3x
Mon, 14 Oct 2024zł48.9bzł36.6bzł2.7b14.3x17.9x1.3x
Wed, 11 Sep 2024zł52.2bzł36.6bzł2.7b15.6x19.6x1.4x
Fri, 09 Aug 2024zł50.7bzł36.6bzł2.5b15.1x20.3x1.4x
Sun, 07 Jul 2024zł49.8bzł36.4bzł2.5b16.6x19.9x1.4x
Tue, 04 Jun 2024zł50.4bzł36.4bzł2.5b17.5x20.2x1.4x
Thu, 02 May 2024zł45.6bzł35.8bzł2.5b17.8x18.4x1.3x
Sat, 30 Mar 2024zł46.8bzł35.5bzł2.5b16x18.5x1.3x
Mon, 26 Feb 2024zł48.0bzł35.3bzł2.4b17.9x20.3x1.4x
Wed, 24 Jan 2024zł46.4bzł35.4bzł2.4b19x19x1.3x
Fri, 22 Dec 2023zł48.5bzł35.4bzł2.4b19.1x19.9x1.4x
Sun, 19 Nov 2023zł48.7bzł35.2bzł2.3b17.6x20.8x1.4x
Tue, 17 Oct 2023zł46.6bzł35.0bzł2.5b18.2x19x1.3x
Thu, 14 Sep 2023zł53.7bzł35.1bzł2.5b17.8x21.5x1.5x
Sat, 12 Aug 2023zł55.1bzł34.9bzł2.8b15.7x20x1.6x
Mon, 10 Jul 2023zł54.0bzł34.7bzł2.8b15.7x19.4x1.6x
Wed, 07 Jun 2023zł54.0bzł34.8bzł2.8b15.7x19.4x1.6x
Fri, 05 May 2023zł51.0bzł34.5bzł2.9b14.4x17.5x1.5x
Sun, 02 Apr 2023zł49.6bzł33.9bzł2.9b14.3x16.8x1.5x
Tue, 28 Feb 2023zł51.3bzł34.1bzł3.1b14.2x16.6x1.5x
Price to Earnings Ratio

16.6x


Total Market Cap: zł51.3bTotal Earnings: zł3.1bTotal Revenue: zł34.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Sector Price to Earnings3Y Average 20.4x202420252026
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 27.0x which is higher than its 3-year average PE of 20.4x.
  • 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 8.4% per year over the last three years.
  • Meanwhile revenues for these companies 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 Market0.65%
Telecom1.78%
Telecom Services and Carriers3.56%
Entertainment0.89%
Media-1.78%
Interactive Media and Services-5.13%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 29.8x.
    • Analysts are expecting annual earnings growth of 37.1%, 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 37% 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 Polskazł13.208.3%
+zł1.3b		58.2%PE22.7x
CDR CD Projektzł244.301.5%
+zł359.7m		7.1%PE42.8x
DIG Digital Networkzł158.801.8%
+zł11.7m		139.2%PE21.5x
FOR Forever Entertainmentzł2.9813.3%
+zł9.5m		-32.1%PE9.6x
11B 11 bit studioszł141.002.2%
+zł7.3m		-37.6%PS2.5x

Latest News

OPL
zł13.20
Orange Polska
7D
8.3%
1Y
58.2%

OPL: Modest Dividend Outlook Will Contrast With Elevated Future P E Expectations

Analysts have maintained their PLN 12.00 price target for Orange Polska, with updated assumptions reflecting a slightly lower discount rate, a modestly different revenue growth outlook, a small adjustment to profit margin expectations, and a marginally higher future P/E multiple. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.61 per share, with payment scheduled for July 8, 2026 (Key Developments).
FOR
zł2.98
Forever Entertainment
7D
13.3%
1Y
-32.1%
CDR
zł244.30
CD Projekt
7D
1.5%
1Y
7.1%

CDR: Future P/E Expansion Will Balance Margins And Hardware Partnership Risks

Analysts have inched their price target for CD Projekt higher, with fair value moving from roughly PLN 229.83 to PLN 232.06 as they adjust their assumptions for the discount rate, revenue growth, profit margin and future P/E. This reflects a modest recalibration rather than a major shift in their view.
11B
zł141.00
11 bit studios
7D
2.2%
1Y
-37.6%
CPS
zł12.50
Cyfrowy Polsat
7D
-3.3%
1Y
-12.5%

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

Analysts now see only a slight adjustment in Cyfrowy Polsat's implied fair value, with their price target moving from €12.63 to €12.64 as they fine tune assumptions around the discount rate, long term revenue growth, profit margins and future P/E. What's in the News Cyfrowy Polsat has scheduled a Special or Extraordinary Shareholders Meeting for December 29, 2025, at 11:00 Central European Standard Time in its registered office at ul.
ART
zł16.00
Artifex Mundi
7D
-8.0%
1Y
-10.6%

Artifex Mundi S.A. (WSE:ART) Soars 30% But It's A Story Of Risk Vs Reward

Feb 03
Artifex Mundi S.A. (WSE:ART) Soars 30% But It's A Story Of Risk Vs Reward
GME
zł74.00
Gremi Media
7D
5.0%
1Y
64.4%

Returns On Capital At Gremi Media (WSE:GME) Paint A Concerning Picture

Jan 31
Returns On Capital At Gremi Media (WSE:GME) Paint A Concerning Picture
PLW
zł248.00
PlayWay
7D
-1.8%
1Y
-20.9%
CRJ
zł610.00
Creepy Jar
7D
1.0%
1Y
64.9%

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
CBF
zł186.00
Cyber_Folks
7D
-2.7%
1Y
17.4%
DIG
zł158.80
Digital Network
7D
1.8%
1Y
139.2%
BLO
zł23.20
Bloober Team
7D
-2.9%
1Y
-21.9%

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
zł24.05
Huuuge
7D
-1.8%
1Y
32.7%
WPL
zł54.90
Wirtualna Polska Holding
7D
-5.3%
1Y
-28.8%

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
zł21.80
Kino Polska TV Spolka Akcyjna
7D
-7.6%
1Y
12.4%
OML
zł2.59
One More Level
7D
4.2%
1Y
85.0%