With EPS Growth And More, Przedsiebiorstwa Telekomunikacyjnego TELGAM (WSE:TLG) Makes An Interesting Case
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Polish (WIG) Telecom Services and Carriers Industry Analysis
UpdatedAug 18, 2025
DataAggregated Company Financials
Companies10
- 7D-2.1%
- 3M-9.0%
- 1Y9.9%
- YTD14.1%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 2.1%, driven by pullbacks in Orange Polska and Cyber_Folks of 1.3% and 5.3%, respectively. This takes the industry's 12 month performance to a gain of 9.9%. As for the next few years, earnings are expected to grow by 10% 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 |
|---|---|---|---|---|---|---|
| Mon, 18 Aug 2025 | zł13.9b | zł13.8b | zł1.1b | 13.9x | 13.1x | 1x |
| Wed, 16 Jul 2025 | zł14.2b | zł13.8b | zł1.0b | 15x | 14x | 1x |
| Fri, 13 Jun 2025 | zł15.2b | zł13.8b | zł1.0b | 14.4x | 15x | 1.1x |
| Sun, 11 May 2025 | zł15.4b | zł13.7b | zł1.0b | 17.6x | 15.1x | 1.1x |
| Tue, 08 Apr 2025 | zł13.6b | zł13.7b | zł1.1b | 16.6x | 13x | 1x |
| Thu, 06 Mar 2025 | zł13.4b | zł13.6b | zł1.0b | 18x | 12.8x | 1x |
| Sat, 01 Feb 2025 | zł13.0b | zł13.7b | zł915.4m | 16.6x | 14.2x | 1x |
| Mon, 30 Dec 2024 | zł12.1b | zł13.7b | zł915.4m | 16.8x | 13.2x | 0.9x |
| Wed, 27 Nov 2024 | zł12.1b | zł13.7b | zł914.3m | 15.2x | 13.3x | 0.9x |
| Fri, 25 Oct 2024 | zł12.4b | zł13.6b | zł860.5m | 16.1x | 14.4x | 0.9x |
| Sun, 22 Sep 2024 | zł13.1b | zł13.6b | zł843.2m | 15.7x | 15.5x | 1x |
| Tue, 20 Aug 2024 | zł12.8b | zł13.6b | zł835.3m | 14.9x | 15.3x | 0.9x |
| Thu, 18 Jul 2024 | zł12.2b | zł13.7b | zł843.1m | 13.5x | 14.5x | 0.9x |
| Sat, 15 Jun 2024 | zł12.4b | zł13.6b | zł839.7m | 18.2x | 14.8x | 0.9x |
| Mon, 13 May 2024 | zł12.7b | zł13.6b | zł833.0m | 25.1x | 15.3x | 0.9x |
| Wed, 10 Apr 2024 | zł12.3b | zł13.6b | zł875.7m | 20.4x | 14x | 0.9x |
| Fri, 08 Mar 2024 | zł11.9b | zł13.6b | zł869.2m | 19x | 13.7x | 0.9x |
| Sun, 04 Feb 2024 | zł13.1b | zł13.5b | zł959.7m | 27x | 13.7x | 1x |
| Tue, 02 Jan 2024 | zł12.2b | zł13.5b | zł959.7m | 30.1x | 12.7x | 0.9x |
| Thu, 30 Nov 2023 | zł12.0b | zł13.5b | zł959.4m | 25.4x | 12.5x | 0.9x |
| Sat, 28 Oct 2023 | zł11.2b | zł13.5b | zł953.8m | 14x | 11.7x | 0.8x |
| Mon, 25 Sep 2023 | zł11.4b | zł13.5b | zł909.8m | 13.5x | 12.6x | 0.8x |
| Wed, 23 Aug 2023 | zł10.3b | zł13.5b | zł899.4m | 17.2x | 11.4x | 0.8x |
| Fri, 21 Jul 2023 | zł10.7b | zł13.3b | zł900.3m | 14.2x | 11.9x | 0.8x |
| Sun, 18 Jun 2023 | zł10.7b | zł13.3b | zł900.0m | 14.1x | 11.9x | 0.8x |
| Tue, 16 May 2023 | zł11.0b | zł13.3b | zł902.9m | 14.2x | 12.2x | 0.8x |
| Thu, 13 Apr 2023 | zł10.2b | zł13.1b | zł752.2m | 13.7x | 13.6x | 0.8x |
| Sat, 11 Mar 2023 | zł9.9b | zł13.1b | zł752.1m | 14x | 13.1x | 0.8x |
| Mon, 06 Feb 2023 | zł10.0b | zł12.9b | zł517.4m | 12.6x | 19.3x | 0.8x |
| Wed, 04 Jan 2023 | zł9.6b | zł12.9b | zł517.4m | 10.2x | 18.6x | 0.7x |
| Fri, 02 Dec 2022 | zł9.2b | zł12.9b | zł524.2m | 13.8x | 17.6x | 0.7x |
| Sun, 30 Oct 2022 | zł8.4b | zł12.8b | zł529.9m | 10.9x | 15.9x | 0.7x |
| Tue, 27 Sep 2022 | zł7.7b | zł12.6b | zł1.9b | 9.6x | 4x | 0.6x |
| Thu, 25 Aug 2022 | zł8.6b | zł12.6b | zł1.9b | 11x | 4.5x | 0.7x |
Price to Earnings Ratio
4.5x
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 13.5x.
- The 3-year average PS ratio of 0.88x 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 18% 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 | -1.69% | |
| Telecom | -2.19% | |
| Telecom Services and Carriers | -2.07% | |
| Integrated Telecom Services | -2.04% | |
| Alternative Carriers | -5.70% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 87.1x.
- 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 13.4x.
Forecasted Growth
- Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 10% over the next 5 years.
- However this is lower than its past earnings growth rate of 52% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 10% 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 | zł8.57 | 0.9% +zł105.0m | 4.3% | PE12.2x | |
| YRL yarrl | zł8.48 | 0.7% +zł417.4k | 32.5% | PE15.6x |
