Przedsiebiorstwa Telekomunikacyjnego TELGAM S.A. (WSE:TLG) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected
Mar 13
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Polish (WIG) Telecom Services and Carriers Industry Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies11
- 7D3.4%
- 3M19.8%
- 1Y16.0%
- YTD15.4%
Over the last 7 days, the Telecom Services and Carriers industry has risen 2.5%, driven by gains from Orange Polska of 3.2%. In the last 12 months, the industry was up 16%. As for the next few years, earnings are expected to grow by 8.4% per annum.
Industry Valuation and Performance
Has the Polish Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Apr 2025 | zł14.1b | zł13.7b | zł1.1b | 16.7x | 13.4x | 1x |
| Thu, 13 Mar 2025 | zł13.6b | zł13.6b | zł1.0b | 17.2x | 13x | 1x |
| Sat, 08 Feb 2025 | zł12.9b | zł13.7b | zł915.4m | 16.6x | 14.1x | 0.9x |
| Mon, 06 Jan 2025 | zł12.1b | zł13.7b | zł915.4m | 16.8x | 13.2x | 0.9x |
| Wed, 04 Dec 2024 | zł12.1b | zł13.7b | zł915.4m | 16x | 13.3x | 0.9x |
| Fri, 01 Nov 2024 | zł12.2b | zł13.6b | zł860.5m | 15.9x | 14.1x | 0.9x |
| Sun, 29 Sep 2024 | zł13.3b | zł13.6b | zł843.2m | 17.3x | 15.8x | 1x |
| Tue, 27 Aug 2024 | zł13.3b | zł13.6b | zł835.6m | 15.5x | 15.9x | 1x |
| Thu, 25 Jul 2024 | zł12.2b | zł13.6b | zł835.1m | 14x | 14.6x | 0.9x |
| Sat, 22 Jun 2024 | zł12.8b | zł13.6b | zł839.7m | 18.1x | 15.2x | 0.9x |
| Mon, 20 May 2024 | zł13.4b | zł13.6b | zł833.3m | 22.6x | 16.1x | 1x |
| Wed, 17 Apr 2024 | zł12.1b | zł13.6b | zł875.7m | 18.2x | 13.8x | 0.9x |
| Fri, 15 Mar 2024 | zł12.3b | zł13.6b | zł869.2m | 17.6x | 14.2x | 0.9x |
| Sun, 11 Feb 2024 | zł12.9b | zł13.5b | zł959.5m | 20x | 13.5x | 1x |
| Tue, 09 Jan 2024 | zł12.5b | zł13.5b | zł959.7m | 31.6x | 13.1x | 0.9x |
| Thu, 07 Dec 2023 | zł12.3b | zł13.5b | zł959.4m | 26.9x | 12.8x | 0.9x |
| Sat, 04 Nov 2023 | zł11.8b | zł13.5b | zł953.8m | 14x | 12.4x | 0.9x |
| Mon, 02 Oct 2023 | zł11.1b | zł13.5b | zł909.8m | 14x | 12.2x | 0.8x |
| Wed, 30 Aug 2023 | zł10.5b | zł13.5b | zł899.4m | 17.2x | 11.7x | 0.8x |
| Fri, 28 Jul 2023 | zł10.9b | zł13.3b | zł900.3m | 14.2x | 12.1x | 0.8x |
| Sun, 25 Jun 2023 | zł10.6b | zł13.3b | zł900.3m | 13.6x | 11.7x | 0.8x |
| Tue, 23 May 2023 | zł10.9b | zł13.3b | zł900.4m | 14.9x | 12.1x | 0.8x |
| Thu, 20 Apr 2023 | zł10.6b | zł13.1b | zł757.9m | 14.7x | 14x | 0.8x |
| Sat, 18 Mar 2023 | zł9.4b | zł13.1b | zł752.1m | 14x | 12.5x | 0.7x |
| Mon, 13 Feb 2023 | zł9.9b | zł12.9b | zł517.1m | 12.4x | 19.1x | 0.8x |
| Wed, 11 Jan 2023 | zł10.1b | zł12.9b | zł517.4m | 10.6x | 19.6x | 0.8x |
| Fri, 09 Dec 2022 | zł9.0b | zł12.9b | zł519.3m | 13.7x | 17.3x | 0.7x |
| Sun, 06 Nov 2022 | zł8.7b | zł12.8b | zł529.9m | 10.9x | 16.4x | 0.7x |
| Tue, 04 Oct 2022 | zł7.8b | zł12.6b | zł1.9b | 8.8x | 4x | 0.6x |
| Thu, 01 Sep 2022 | zł8.5b | zł12.6b | zł1.9b | 13.8x | 4.4x | 0.7x |
| Sat, 30 Jul 2022 | zł8.6b | zł12.6b | zł1.9b | 9.9x | 4.4x | 0.7x |
| Mon, 27 Jun 2022 | zł8.6b | zł12.5b | zł1.8b | 10.6x | 4.7x | 0.7x |
| Wed, 25 May 2022 | zł9.1b | zł12.5b | zł1.8b | 10.2x | 5x | 0.7x |
| Fri, 22 Apr 2022 | zł10.5b | zł12.4b | zł1.7b | 11x | 6.1x | 0.8x |
Price to Earnings Ratio
6.1x
Current Industry PE
- Investors are relatively neutral on the Polish Telecom industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 12.4x.
- The 3-year average PS ratio of 0.84x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have declined 15% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.1% 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 industry?
| PL Market | 3.48% | |
| Telecom | 2.21% | |
| Telecom Services and Carriers | 3.45% | |
| Integrated Telecom Services | 3.48% | |
| Alternative Carriers | 0.90% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 85.3x.
- 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, which is trading close to its 3-year average of 12.3x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 8.4% over the next 5 years.
- However this is lower than its past earnings growth rate of 84% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 8.4% 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 | |
|---|---|---|---|---|---|
| OPL Orange Polska | zł9.25 | 6.7% +zł763.8m | 16.8% | PE13.3x | |
| CBF Cyber_Folks | zł142.00 | 2.9% +zł56.5m | 30.3% | PE17.2x | |
| KOR Korbank | zł9.20 | 4.0% +zł1.7m | 15.0% | PE9.2x | |
| ECL easyCALL.pl | zł7.05 | 17.5% +zł1.5m | 104.9% | PB5.7x | |
| VRB Verbicom | zł1.07 | 2.9% +zł240.7k | -17.7% | PE17.1x |
