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Polish (WIG) Telecom Services and Carriers Industry Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies11
  • 7D3.8%
  • 3M3.7%
  • 1Y15.3%
  • YTD14.3%

The Telecom Services and Carriers industry is up 3.8% in the last week, with Cyfrowy Polsat up 11%. In the last 12 months, the industry was up 15%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025zł24.4bzł28.7bzł1.4b17.2x17.8x0.9x
Fri, 28 Nov 2025zł22.7bzł28.6bzł1.4b14x16.6x0.8x
Sun, 26 Oct 2025zł23.8bzł28.8bzł1.6b14.2x14.8x0.8x
Tue, 23 Sep 2025zł23.3bzł28.5bzł1.6b14.9x14.3x0.8x
Thu, 21 Aug 2025zł15.0bzł13.8bzł1.1b14.4x14.2x1.1x
Sat, 19 Jul 2025zł14.7bzł13.8bzł1.0b15.3x14.5x1.1x
Mon, 16 Jun 2025zł14.9bzł13.8bzł1.0b14.1x14.8x1.1x
Wed, 14 May 2025zł15.4bzł13.7bzł1.0b17.6x15.2x1.1x
Fri, 11 Apr 2025zł14.1bzł13.7bzł1.1b16.6x13.4x1x
Sun, 09 Mar 2025zł13.8bzł13.6bzł1.0b17.2x13.2x1x
Tue, 04 Feb 2025zł13.0bzł13.7bzł915.4m16.6x14.2x1x
Thu, 02 Jan 2025zł12.0bzł13.7bzł915.4m16.8x13.2x0.9x
Sat, 30 Nov 2024zł12.3bzł13.7bzł914.5m16.8x13.5x0.9x
Mon, 28 Oct 2024zł12.3bzł13.6bzł860.5m16x14.3x0.9x
Wed, 25 Sep 2024zł13.3bzł13.6bzł843.2m16.4x15.7x1x
Fri, 23 Aug 2024zł12.9bzł13.6bzł835.6m15.2x15.4x1x
Sun, 21 Jul 2024zł12.3bzł13.7bzł843.1m14x14.6x0.9x
Tue, 18 Jun 2024zł12.6bzł13.6bzł839.7m18.3x15x0.9x
Thu, 16 May 2024zł13.3bzł13.6bzł833.0m24.3x16x1x
Sat, 13 Apr 2024zł12.1bzł13.6bzł875.7m18.2x13.8x0.9x
Mon, 11 Mar 2024zł11.9bzł13.6bzł869.2m19x13.7x0.9x
Wed, 07 Feb 2024zł13.1bzł13.5bzł959.5m20x13.6x1x
Fri, 05 Jan 2024zł12.5bzł13.5bzł959.7m32x13x0.9x
Sun, 03 Dec 2023zł12.1bzł13.5bzł959.4m26.9x12.6x0.9x
Tue, 31 Oct 2023zł11.3bzł13.5bzł953.8m14x11.9x0.8x
Thu, 28 Sep 2023zł11.2bzł13.5bzł909.8m14x12.3x0.8x
Sat, 26 Aug 2023zł10.5bzł13.5bzł899.4m17.2x11.6x0.8x
Mon, 24 Jul 2023zł10.8bzł13.3bzł900.3m14.2x12x0.8x
Wed, 21 Jun 2023zł10.7bzł13.3bzł900.0m13.6x11.8x0.8x
Fri, 19 May 2023zł10.7bzł13.3bzł902.9m14.2x11.9x0.8x
Sun, 16 Apr 2023zł10.4bzł13.1bzł757.9m15.6x13.7x0.8x
Tue, 14 Mar 2023zł9.6bzł13.1bzł752.1m14x12.7x0.7x
Thu, 09 Feb 2023zł9.8bzł12.9bzł517.4m11.9x18.9x0.8x
Sat, 07 Jan 2023zł9.9bzł12.9bzł517.4m11x19.1x0.8x
Price to Earnings Ratio

19.1x


Total Market Cap: zł9.9bTotal Earnings: zł517.4mTotal Revenue: zł12.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Services and Carriers Industry Price to Earnings3Y Average 14.1x20242025
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 17.8x which is higher than its 3-year average PE of 14.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.90x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 38% per year over the last three years.
  • Revenues for these companies have grown 31% 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 Market0.21%
Telecom1.12%
Telecom Services and Carriers3.84%
Integrated Telecom Services3.86%
Alternative Carriers-1.07%
Industry PE
  • Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 90.0x.
    • 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 14.0x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 18% 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 18% 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 Polskazł10.192.1%
+zł280.8m		38.3%PE15x
CBF Cyber_Folkszł206.002.2%
+zł68.8m		36.9%PE52.6x
KOR Korbankzł9.057.7%
+zł3.2m		25.7%PE10.9x
TLG Przedsiebiorstwa Telekomunikacyjnego TELGAMzł0.5112.8%
+zł2.0m		31.8%PE36.2x
YRL yarrlzł6.681.5%
+zł695.6k		-3.9%PE16.9x

Latest News

CPS
zł12.20
Cyfrowy Polsat
7D
-0.7%
1Y
-13.7%

CPS: Cost Discipline And Stable Margins Will Support Measured Future Returns

Analysts have slightly raised their price target for Cyfrowy Polsat to approximately €13.08 from about €13.03. This reflects minor improvements in modeled discount rates and long term earnings multiples, while growth and margin expectations remain broadly unchanged.
OPL
zł10.19
Orange Polska
7D
2.1%
1Y
38.3%

OPL: Earnings Multiples And Margins Are Expected To Remain Steadily Supportive

Analysts have modestly raised their price target on Orange Polska, citing slightly higher long term earnings multiples and a marginally increased discount rate that together support an updated fair value assessment in the low €10 range. Valuation Changes Fair Value Estimate remains unchanged at approximately €10.24 per share, indicating no revision to the intrinsic value assessment.
CBF
zł206.00
Cyber_Folks
7D
2.2%
1Y
36.9%
VRB
zł1.40
Verbicom
7D
-2.8%
1Y
50.5%

Earnings Not Telling The Story For Verbicom S.A. (WSE:VRB) After Shares Rise 45%

Dec 04
Earnings Not Telling The Story For Verbicom S.A. (WSE:VRB) After Shares Rise 45%
DGN
zł9.04
DG-Net
7D
-7.8%
1Y
30.3%
TLS
zł23.80
Telestrada
7D
0.8%
1Y
24.0%
AIT
zł0.28
Aiton Caldwell
7D
8.2%
1Y
-16.3%
TLG
zł0.51
Przedsiebiorstwa Telekomunikacyjnego TELGAM
7D
12.8%
1Y
31.8%
KOR
zł9.05
Korbank
7D
7.7%
1Y
25.7%
ECL
zł14.90
easyCALL.pl
7D
-0.7%
1Y
82.8%
YRL
zł6.68
yarrl
7D
1.5%
1Y
-3.9%

Subdued Growth No Barrier To yarrl S.A.'s (WSE:YRL) Price

Oct 02
Subdued Growth No Barrier To yarrl S.A.'s (WSE:YRL) Price