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Polish (WIG) Telecom Services and Carriers Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies11
  • 7D-3.4%
  • 3M20.5%
  • 1Y14.7%
  • YTD9.8%

Over the last 7 days, the Telecom Services and Carriers industry has dropped 3.9%, driven by a pullback from Orange Polska of 5.3%. In the past year, the industry has gained 16%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

Has the Polish Telecom Services and Carriers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Mar 2026zł27.6bzł28.7bzł1.2b18.9x22.3x1x
Wed, 11 Feb 2026zł27.3bzł28.7bzł1.4b17.4x19.9x1x
Fri, 09 Jan 2026zł25.0bzł28.7bzł1.4b17.5x18.3x0.9x
Sun, 07 Dec 2025zł22.8bzł28.7bzł1.4b15.7x16.6x0.8x
Tue, 04 Nov 2025zł23.3bzł28.8bzł1.6b13.7x14.6x0.8x
Thu, 02 Oct 2025zł23.6bzł28.5bzł1.6b13.6x14.5x0.8x
Sat, 30 Aug 2025zł14.9bzł13.8bzł1.1b14x14.1x1.1x
Mon, 28 Jul 2025zł14.2bzł13.8bzł1.0b15x14.1x1x
Wed, 25 Jun 2025zł14.3bzł13.8bzł1.0b13.9x14.2x1x
Fri, 23 May 2025zł15.6bzł13.8bzł1.0b14.9x15.4x1.1x
Sun, 20 Apr 2025zł14.8bzł13.7bzł1.1b17.2x14.1x1.1x
Tue, 18 Mar 2025zł14.2bzł13.6bzł1.0b17.9x13.6x1x
Thu, 13 Feb 2025zł13.1bzł13.7bzł915.4m16.6x14.3x1x
Sat, 11 Jan 2025zł11.8bzł13.7bzł915.4m16.8x12.9x0.9x
Mon, 09 Dec 2024zł12.4bzł13.7bzł915.4m16.1x13.5x0.9x
Wed, 06 Nov 2024zł12.2bzł13.6bzł860.5m16x14.2x0.9x
Fri, 04 Oct 2024zł13.0bzł13.6bzł843.5m17x15.4x1x
Sun, 01 Sep 2024zł13.5bzł13.6bzł835.6m15.9x16.1x1x
Tue, 30 Jul 2024zł12.3bzł13.6bzł835.1m13.4x14.8x0.9x
Thu, 27 Jun 2024zł12.4bzł13.7bzł843.1m13.4x14.7x0.9x
Sat, 25 May 2024zł13.3bzł13.6bzł839.9m21.9x15.8x1x
Mon, 22 Apr 2024zł12.1bzł13.6bzł875.7m18.2x13.8x0.9x
Wed, 20 Mar 2024zł12.2bzł13.6bzł862.9m17.4x14.1x0.9x
Fri, 16 Feb 2024zł12.7bzł13.5bzł959.5m20.5x13.3x0.9x
Sun, 14 Jan 2024zł12.7bzł13.5bzł959.7m29.1x13.3x0.9x
Tue, 12 Dec 2023zł12.3bzł13.5bzł959.4m26.7x12.8x0.9x
Thu, 09 Nov 2023zł11.6bzł13.5bzł953.7m15.5x12.2x0.9x
Sat, 07 Oct 2023zł11.1bzł13.5bzł909.8m14x12.2x0.8x
Mon, 04 Sep 2023zł10.6bzł13.5bzł903.2m17.2x11.7x0.8x
Wed, 02 Aug 2023zł11.0bzł13.5bzł896.3m13.8x12.3x0.8x
Fri, 30 Jun 2023zł10.6bzł13.3bzł900.3m14.3x11.8x0.8x
Sun, 28 May 2023zł10.7bzł13.3bzł900.9m14.9x11.8x0.8x
Tue, 25 Apr 2023zł10.4bzł13.1bzł758.0m14.7x13.7x0.8x
Thu, 23 Mar 2023zł9.8bzł13.1bzł752.1m14x13x0.7x
Price to Earnings Ratio

13x


Total Market Cap: zł9.8bTotal Earnings: zł752.1mTotal Revenue: zł13.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Services and Carriers Industry Price to Earnings3Y Average 14.3x202420252026
Current Industry PE
  • Investors are optimistic on the Polish Telecom industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 22.3x which is higher than its 3-year average PE of 14.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 30% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Polish Telecom industry?

PL Market0.27%
Telecom-1.56%
Telecom Services and Carriers-3.41%
Integrated Telecom Services-3.40%
Alternative Carriers-5.99%
Industry PE
  • Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 91.2x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Integrated Telecom Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 14.2x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 17% 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
TLS Telestradazł24.403.4%
+zł1.6m		29.8%PE5.9x
DGN DG-Netzł9.402.2%
+zł1.1m		28.1%PE565.2x
YRL yarrlzł5.342.3%
+zł834.8k		-34.5%PE13.5x
TLG Przedsiebiorstwa Telekomunikacyjnego TELGAMzł0.494.5%
+zł739.2k		-3.6%PE34.5x
ECL easyCALL.plzł16.303.2%
+zł695.7k		105.0%PB13.9x

Latest News

KOR
zł10.00
Korbank
7D
-16.0%
1Y
44.9%
YRL
zł5.34
yarrl
7D
2.3%
1Y
-34.5%
CPS
zł11.82
Cyfrowy Polsat
7D
-0.5%
1Y
-22.1%

CPS: Stable Margins And Minor Model Tweaks Will Support Measured Returns

Analysts have kept their PLN 12.64 price target for Cyfrowy Polsat unchanged, pointing to only minor tweaks in assumptions such as a slightly higher discount rate and a marginally adjusted future P/E estimate as the main factors behind the refreshed model. Valuation Changes Fair Value: Modelled fair value remains virtually unchanged at PLN 12.64 per share, with the updated figure rounded to PLN 12.64.
OPL
zł12.97
Orange Polska
7D
-5.1%
1Y
44.7%

OPL: Higher Dividend Assumptions Will Likely Leave Shares Looking Overvalued

Analysts have adjusted their price target on Orange Polska to PLN 10.66 from PLN 10.24, reflecting updated assumptions on revenue growth, profit margins, discount rate and future P/E expectations. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.61 per share, with an ex-dividend date of June 23, 2026, a record date of June 24, 2026, and payment scheduled for July 8, 2026 (Key Developments).
VRB
zł1.63
Verbicom
7D
-3.6%
1Y
45.5%
DGN
zł9.40
DG-Net
7D
2.2%
1Y
28.1%
TLS
zł24.40
Telestrada
7D
3.4%
1Y
29.8%

Market Might Still Lack Some Conviction On Telestrada SA (WSE:TLS) Even After 26% Share Price Boost

Jan 15
Market Might Still Lack Some Conviction On Telestrada SA (WSE:TLS) Even After 26% Share Price Boost
TLG
zł0.49
Przedsiebiorstwa Telekomunikacyjnego TELGAM
7D
4.5%
1Y
-3.6%

Przedsiebiorstwa Telekomunikacyjnego TELGAM S.A. (WSE:TLG) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable

Jan 02
Przedsiebiorstwa Telekomunikacyjnego TELGAM S.A. (WSE:TLG) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable
AIT
zł0.28
Aiton Caldwell
7D
-3.1%
1Y
-30.7%
CBF
zł179.00
Cyber_Folks
7D
-0.6%
1Y
17.0%
ECL
zł16.30
easyCALL.pl
7D
3.2%
1Y
105.0%