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Polish (WIG) Telecom Services and Carriers Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies11
  • 7D1.3%
  • 3M16.5%
  • 1Y18.6%
  • YTD8.7%

The Telecom Services and Carriers industry is up 1.3% in the last week, with Orange Polska up 4.3%. This means that the industry has gained 19% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026zł27.3bzł28.7bzł1.4b17.4x19.9x1x
Sat, 10 Jan 2026zł25.7bzł28.7bzł1.4b17.4x18.8x0.9x
Mon, 08 Dec 2025zł22.8bzł28.7bzł1.4b15.7x16.6x0.8x
Wed, 05 Nov 2025zł23.0bzł28.8bzł1.6b13.4x14.4x0.8x
Fri, 03 Oct 2025zł24.5bzł28.5bzł1.6b13.6x15.1x0.9x
Sun, 31 Aug 2025zł14.9bzł13.8bzł1.1b14x14.1x1.1x
Tue, 29 Jul 2025zł14.1bzł13.8bzł1.0b14.7x13.9x1x
Thu, 26 Jun 2025zł14.5bzł13.8bzł1.0b13.6x14.3x1.1x
Sat, 24 May 2025zł15.4bzł13.8bzł1.0b14.8x15.2x1.1x
Mon, 21 Apr 2025zł14.8bzł13.7bzł1.1b17.2x14.1x1.1x
Wed, 19 Mar 2025zł14.4bzł13.6bzł1.0b17.9x13.8x1.1x
Fri, 14 Feb 2025zł13.5bzł13.7bzł915.9m16.6x14.7x1x
Sun, 12 Jan 2025zł11.8bzł13.7bzł915.4m16.8x12.9x0.9x
Tue, 10 Dec 2024zł12.2bzł13.7bzł915.4m16x13.4x0.9x
Thu, 07 Nov 2024zł11.9bzł13.6bzł860.5m15.7x13.8x0.9x
Sat, 05 Oct 2024zł13.1bzł13.6bzł843.5m17.2x15.5x1x
Mon, 02 Sep 2024zł13.5bzł13.6bzł835.6m15.9x16.1x1x
Wed, 31 Jul 2024zł12.4bzł13.6bzł835.1m13.4x14.8x0.9x
Fri, 28 Jun 2024zł12.2bzł13.7bzł843.1m13.2x14.4x0.9x
Sun, 26 May 2024zł13.3bzł13.6bzł839.9m21.9x15.8x1x
Tue, 23 Apr 2024zł12.1bzł13.6bzł875.7m18.2x13.8x0.9x
Thu, 21 Mar 2024zł12.0bzł13.6bzł862.9m17.4x13.9x0.9x
Sat, 17 Feb 2024zł12.7bzł17.2bzł1.5b16.4x8.3x0.7x
Mon, 15 Jan 2024zł12.7bzł13.5bzł959.7m29.1x13.3x0.9x
Wed, 13 Dec 2023zł12.3bzł13.5bzł959.4m28.5x12.8x0.9x
Fri, 10 Nov 2023zł11.7bzł13.5bzł953.7m22.8x12.3x0.9x
Sun, 08 Oct 2023zł11.1bzł13.5bzł909.8m14x12.2x0.8x
Tue, 05 Sep 2023zł10.6bzł13.5bzł903.2m17.2x11.7x0.8x
Thu, 03 Aug 2023zł10.8bzł13.5bzł896.3m13.8x12.1x0.8x
Sat, 01 Jul 2023zł10.5bzł13.3bzł900.3m14.3x11.6x0.8x
Mon, 29 May 2023zł10.7bzł13.3bzł900.9m14.9x11.8x0.8x
Wed, 26 Apr 2023zł10.3bzł13.1bzł757.9m14.7x13.6x0.8x
Fri, 24 Mar 2023zł9.9bzł13.1bzł752.1m14x13.2x0.8x
Sun, 19 Feb 2023zł10.1bzł13.1bzł751.5m13.1x13.4x0.8x
Price to Earnings Ratio

13.4x


Total Market Cap: zł10.1bTotal Earnings: zł751.5mTotal Revenue: zł13.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Telecom Services and Carriers Industry Price to Earnings3Y Average 14x202420252026
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 19.9x which is higher than its 3-year average PE of 14.0x.
  • 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 22% 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 Market-1.02%
Telecom-0.21%
Telecom Services and Carriers1.30%
Integrated Telecom Services1.32%
Alternative Carriers-3.36%
Industry PE
  • Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 90.6x.
    • 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 13.9x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 16% 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 16% 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 Polskazł11.933.2%
+zł479.0m		47.4%PE17.5x
VRB Verbicomzł1.747.4%
+zł963.0k		70.6%PE13.4x
ECL easyCALL.plzł17.800.6%
+zł139.1k		109.4%PB15.1x
AIT Aiton Caldwellzł0.264.0%
+zł124.4k		-13.3%PS0.4x

Latest News

VRB
zł1.74
Verbicom
7D
7.4%
1Y
70.6%
CPS
zł13.06
Cyfrowy Polsat
7D
-0.3%
1Y
-14.3%

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.
OPL
zł11.93
Orange Polska
7D
3.2%
1Y
47.4%

OPL: Higher Required Return Will Likely Limit Future Upside Potential

Analysts have raised their fair value estimate for Orange Polska from €6.46 to €6.92, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Valuation Changes Fair Value Estimate was raised from €6.46 to €6.92 per share, representing a moderate upward revision.
TLS
zł24.40
Telestrada
7D
-6.2%
1Y
29.1%

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TLG
zł0.53
Przedsiebiorstwa Telekomunikacyjnego TELGAM
7D
-2.9%
1Y
28.0%

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AIT
zł0.26
Aiton Caldwell
7D
4.0%
1Y
-13.3%
CBF
zł199.80
Cyber_Folks
7D
-0.8%
1Y
29.7%
DGN
zł9.00
DG-Net
7D
-1.1%
1Y
12.5%
ECL
zł17.80
easyCALL.pl
7D
0.6%
1Y
109.4%
YRL
zł6.10
yarrl
7D
-0.3%
1Y
-23.8%

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Oct 02
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