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Polish (WIG) Telecom Services and Carriers Industry Analysis

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies11
  • 7D5.9%
  • 3M3.1%
  • 1Y14.1%
  • YTD13.5%

The Telecom Services and Carriers industry is up 6.3% in the last week, with Cyfrowy Polsat up 14%. In the last 12 months, the industry was up 15%. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Dec 2025zł24.3bzł28.7bzł1.4b16.6x17.7x0.8x
Sun, 23 Nov 2025zł22.4bzł28.6bzł1.4b13.4x16.3x0.8x
Tue, 21 Oct 2025zł24.1bzł28.5bzł1.6b13.4x14.8x0.8x
Thu, 18 Sep 2025zł23.6bzł28.5bzł1.6b14.6x14.5x0.8x
Sat, 16 Aug 2025zł13.9bzł13.8bzł1.1b13.9x13.2x1x
Mon, 14 Jul 2025zł14.3bzł13.8bzł1.0b15.1x14.1x1x
Wed, 11 Jun 2025zł15.8bzł13.8bzł1.0b14.9x15.6x1.1x
Fri, 09 May 2025zł15.3bzł13.7bzł1.0b17.6x15.1x1.1x
Sun, 06 Apr 2025zł13.8bzł13.7bzł1.1b17x13.1x1x
Tue, 04 Mar 2025zł13.5bzł13.6bzł1.0b18.5x13x1x
Thu, 30 Jan 2025zł12.7bzł13.7bzł915.4m16.6x13.9x0.9x
Sat, 28 Dec 2024zł12.1bzł13.7bzł915.4m16.8x13.2x0.9x
Mon, 25 Nov 2024zł12.2bzł13.7bzł914.6m15x13.3x0.9x
Wed, 23 Oct 2024zł12.8bzł13.6bzł843.5m16.2x15.2x0.9x
Fri, 20 Sep 2024zł13.3bzł13.6bzł843.2m15.8x15.8x1x
Sun, 18 Aug 2024zł12.7bzł13.6bzł835.2m14.8x15.2x0.9x
Tue, 16 Jul 2024zł12.5bzł13.7bzł843.1m14.4x14.9x0.9x
Thu, 13 Jun 2024zł12.4bzł13.6bzł839.7m18.3x14.8x0.9x
Sat, 11 May 2024zł12.7bzł13.6bzł832.7m25.1x15.3x0.9x
Mon, 08 Apr 2024zł12.5bzł13.6bzł875.7m20.4x14.3x0.9x
Wed, 06 Mar 2024zł12.1bzł13.6bzł869.2m20.6x14x0.9x
Fri, 02 Feb 2024zł13.0bzł13.5bzł959.7m26.8x13.5x1x
Sun, 31 Dec 2023zł12.2bzł13.5bzł959.7m30.1x12.7x0.9x
Tue, 28 Nov 2023zł11.8bzł13.5bzł959.4m24.1x12.3x0.9x
Thu, 26 Oct 2023zł11.4bzł13.5bzł953.8m14x11.9x0.8x
Sat, 23 Sep 2023zł11.4bzł13.5bzł909.8m13.5x12.6x0.8x
Mon, 21 Aug 2023zł10.3bzł13.5bzł895.3m17.2x11.5x0.8x
Wed, 19 Jul 2023zł11.0bzł13.3bzł900.3m15.1x12.2x0.8x
Fri, 16 Jun 2023zł10.7bzł13.3bzł900.0m13.6x11.9x0.8x
Sun, 14 May 2023zł11.1bzł13.3bzł902.9m14.2x12.3x0.8x
Tue, 11 Apr 2023zł10.2bzł13.1bzł752.2m13.6x13.5x0.8x
Thu, 09 Mar 2023zł10.0bzł13.1bzł752.0m13.7x13.3x0.8x
Sat, 04 Feb 2023zł10.0bzł12.9bzł517.4m12.6x19.3x0.8x
Mon, 02 Jan 2023zł9.5bzł12.9bzł517.4m10.6x18.4x0.7x
Price to Earnings Ratio

18.4x


Total Market Cap: zł9.5bTotal 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 17.7x 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 Market0.61%
Telecom2.04%
Telecom Services and Carriers5.94%
Integrated Telecom Services5.98%
Alternative Carriers-1.53%
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
CPS Cyfrowy Polsatzł12.2914.3%
+zł981.7m		-13.0%PE19.6x
OPL Orange Polskazł9.982.8%
+zł359.6m		34.0%PE14.6x
CBF Cyber_Folkszł201.500.7%
+zł22.9m		35.2%PE51.5x
VRB Verbicomzł1.445.9%
+zł642.0k		54.8%PE11.1x
TLG Przedsiebiorstwa Telekomunikacyjnego TELGAMzł0.452.7%
+zł422.4k		15.9%PE32.1x

Latest News

OPL
zł9.98
Orange Polska
7D
2.8%
1Y
34.0%

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.
CPS
zł12.29
Cyfrowy Polsat
7D
14.3%
1Y
-13.0%

Is Cyfrowy Polsat (WSE:CPS) A Risky Investment?

Dec 18
Is Cyfrowy Polsat (WSE:CPS) A Risky Investment?
CBF
zł201.50
Cyber_Folks
7D
0.7%
1Y
35.2%
VRB
zł1.44
Verbicom
7D
5.9%
1Y
54.8%

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
zł9.80
DG-Net
7D
-1.0%
1Y
59.6%
TLS
zł23.60
Telestrada
7D
-0.8%
1Y
21.0%
AIT
zł0.26
Aiton Caldwell
7D
-2.7%
1Y
-23.5%
TLG
zł0.45
Przedsiebiorstwa Telekomunikacyjnego TELGAM
7D
2.7%
1Y
15.9%
KOR
zł8.40
Korbank
7D
-0.6%
1Y
15.9%
ECL
zł15.00
easyCALL.pl
7D
-4.5%
1Y
127.3%
YRL
zł6.58
yarrl
7D
-3.2%
1Y
-6.0%

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