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Polish (WIG) Telecom Services and Carriers Industry Analysis

UpdatedJan 04, 2026
DataAggregated Company Financials
Companies11
  • 7D3.4%
  • 3M2.6%
  • 1Y18.0%
  • YTD0%

Over the last 7 days, the Telecom Services and Carriers industry has risen 3.4%, driven by gains in Cyfrowy Polsat and Orange Polska of 4.3% and 2.3%, respectively. During this same period, the DG-Net underperformed, falling 6.5%. This means that the industry has gained 18% over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Jan 2026zł25.1bzł28.7bzł1.4b17.3x18.3x0.9x
Wed, 03 Dec 2025zł22.7bzł28.7bzł1.4b15.5x16.5x0.8x
Fri, 31 Oct 2025zł23.3bzł28.8bzł1.6b13.4x14.5x0.8x
Sun, 28 Sep 2025zł23.3bzł28.5bzł1.6b13.6x14.3x0.8x
Tue, 26 Aug 2025zł15.0bzł13.8bzł1.1b14.1x14.2x1.1x
Thu, 24 Jul 2025zł14.5bzł13.8bzł1.0b16.2x14.3x1.1x
Sat, 21 Jun 2025zł15.1bzł13.8bzł1.0b14.3x14.9x1.1x
Mon, 19 May 2025zł15.3bzł13.7bzł1.0b15.5x15.1x1.1x
Wed, 16 Apr 2025zł14.6bzł13.7bzł1.1b17.1x13.9x1.1x
Fri, 14 Mar 2025zł13.8bzł13.6bzł1.0b17.4x13.2x1x
Sun, 09 Feb 2025zł12.9bzł13.7bzł915.1m14.9x14.1x0.9x
Tue, 07 Jan 2025zł12.1bzł13.7bzł915.4m16.8x13.2x0.9x
Thu, 05 Dec 2024zł12.3bzł13.7bzł915.4m15.9x13.4x0.9x
Sat, 02 Nov 2024zł12.1bzł13.6bzł860.5m15.9x14.1x0.9x
Mon, 30 Sep 2024zł13.3bzł13.6bzł843.2m17.3x15.8x1x
Wed, 28 Aug 2024zł13.3bzł13.6bzł835.6m15.5x15.9x1x
Fri, 26 Jul 2024zł12.3bzł13.6bzł835.1m14.3x14.8x0.9x
Sun, 23 Jun 2024zł12.8bzł13.6bzł839.7m18.1x15.2x0.9x
Tue, 21 May 2024zł13.4bzł13.6bzł833.3m22.6x16x1x
Thu, 18 Apr 2024zł11.8bzł13.6bzł875.7m18.2x13.5x0.9x
Sat, 16 Mar 2024zł12.5bzł13.6bzł862.9m17.6x14.5x0.9x
Mon, 12 Feb 2024zł12.9bzł13.5bzł959.5m20x13.5x1x
Wed, 10 Jan 2024zł12.5bzł13.5bzł959.7m31.7x13x0.9x
Fri, 08 Dec 2023zł12.3bzł13.5bzł959.4m26.7x12.8x0.9x
Sun, 05 Nov 2023zł11.8bzł13.5bzł953.8m14x12.4x0.9x
Tue, 03 Oct 2023zł11.1bzł13.5bzł909.8m14x12.2x0.8x
Thu, 31 Aug 2023zł10.6bzł13.5bzł899.4m17.2x11.8x0.8x
Sat, 29 Jul 2023zł11.0bzł13.5bzł896.3m14.2x12.3x0.8x
Mon, 26 Jun 2023zł10.6bzł13.3bzł900.3m13.6x11.7x0.8x
Wed, 24 May 2023zł10.9bzł13.3bzł900.5m14.9x12.2x0.8x
Fri, 21 Apr 2023zł10.6bzł13.1bzł757.9m15.1x14x0.8x
Sun, 19 Mar 2023zł9.4bzł13.1bzł752.1m14x12.5x0.7x
Tue, 14 Feb 2023zł9.7bzł12.9bzł516.7m17.6x18.8x0.8x
Thu, 12 Jan 2023zł9.9bzł12.9bzł517.4m11.1x19.2x0.8x
Price to Earnings Ratio

19.2x


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 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 18.3x 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 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 Market3.61%
Telecom2.46%
Telecom Services and Carriers3.35%
Integrated Telecom Services3.37%
Alternative Carriers0.69%
Industry PE
  • Investors are most optimistic about the Alternative Carriers industry even though it's trading below its 3-year average PE ratio of 90.1x.
    • 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, 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 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
CPS Cyfrowy Polsatzł12.824.3%
+zł339.0m		-9.3%PE20.5x
OPL Orange Polskazł10.211.9%
+zł249.3m		38.0%PE15x
CBF Cyber_Folkszł212.002.9%
+zł91.7m		39.9%PE54.1x
KOR Korbankzł9.3510.0%
+zł4.2m		27.2%PE11.3x
TLG Przedsiebiorstwa Telekomunikacyjnego TELGAMzł0.547.9%
+zł1.4m		42.4%PE38.6x

Latest News

KOR
zł9.35
Korbank
7D
10.0%
1Y
27.2%

Getting In Cheap On Korbank S.A. (WSE:KOR) Is Unlikely

Jan 04
Getting In Cheap On Korbank S.A. (WSE:KOR) Is Unlikely
TLG
zł0.54
Przedsiebiorstwa Telekomunikacyjnego TELGAM
7D
7.9%
1Y
42.4%

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
9.3%
1Y
-20.2%
CPS
zł12.82
Cyfrowy Polsat
7D
4.3%
1Y
-9.3%

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
zł10.21
Orange Polska
7D
1.9%
1Y
38.0%

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
zł212.00
Cyber_Folks
7D
2.9%
1Y
39.9%
VRB
zł1.60
Verbicom
7D
6.7%
1Y
60.0%

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
zł9.16
DG-Net
7D
-4.6%
1Y
29.0%
ECL
zł14.60
easyCALL.pl
7D
-4.6%
1Y
60.4%
YRL
zł6.82
yarrl
7D
0.6%
1Y
-2.6%

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