Orange Polska S.A.

WSE:OPL Stock Report

Market Cap: zł20.4b

Orange Polska Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Liudmila Climoc

Chief executive officer

zł7.6m

Total compensation

CEO salary percentage83.42%
CEO tenure2.8yrs
CEO ownershipn/a
Management average tenure10.7yrs
Board average tenure5.3yrs

Recent management updates

Recent updates

Narrative Update • Jun 17

OPL: Index Removal And Muted 2026 Outlook Will Pressure Share Price

Analysts have raised their price target on Orange Polska slightly to PLN 7.24, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that modestly adjust their valuation framework. What’s in the News for Orange Polska Orange Polska issued earnings guidance for 2026, indicating that revenue is expected to change at a low single-digit level, according to the company’s guidance announcement.
Narrative Update • Jun 03

OPL: Index Exit And Modest Guidance Will Likely Cap Future Upside

Analysts have nudged their price target for Orange Polska higher from PLN 6.58 to PLN 7.24, citing updated assumptions around discount rates, modest revenue growth, slightly stronger profit margins, and a higher future P/E multiple. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to rise at a low single digit rate.
Narrative Update • May 18

OPL: Index Removal And Dividend Plan Will Support Measured Fair Value View

Analysts have lifted their price target on Orange Polska slightly, from PLN 15.50 to PLN 15.80, citing updated assumptions around revenue growth, profit margins, a lower discount rate, and a reduced future P/E estimate. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to be at a low single digit growth level for the period (company guidance).
Narrative Update • May 02

OPL: Index Removal Will Likely Limit Future Upside Potential

Analysts have trimmed their price target for Orange Polska to PLN 6.58 from PLN 6.92, citing updated assumptions around the discount rate, revenue growth, profit margin and a lower future P/E multiple. What's in the News Orange Polska issued earnings guidance for 2026, indicating it expects revenue to change at a low single digit level for the period (company guidance).
Narrative Update • Apr 17

OPL: Index Exit And Rich P E Multiple Will Pressure Returns

The analyst price target for Orange Polska has been raised from PLN10.66 to PLN12.16, with analysts citing revised assumptions around the discount rate, profit margins and future P/E multiples as the key drivers behind this change. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to change at a low single digit level for the period (company guidance).
Narrative Update • Apr 03

OPL: Index Exit And Dividend Outlook Will Support Measured Fair Value View

Analysts have maintained their price target for Orange Polska at PLN 15.50, citing slightly refined assumptions around the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the unchanged view. What's in the News Orange Polska has been dropped from the WIG 20 Index, which may affect how some index-tracking funds and benchmark focused investors treat the stock (Key Developments).
Narrative Update • Mar 20

OPL: Higher Margin Outlook And Future P/E Will Support Bullish Dividend Appeal

Analysts have lifted their price target on Orange Polska from PLN 12.00 to PLN 15.50, citing updated assumptions that combine a slightly adjusted discount rate and revenue growth outlook with a higher profit margin and future P/E estimate. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.6100 per share.
Narrative Update • Mar 06

OPL: Higher Dividend Assumptions Will Likely Leave Shares Looking Overvalued

Analysts have adjusted their price target on Orange Polska to PLN 10.66 from PLN 10.24, reflecting updated assumptions on revenue growth, profit margins, discount rate and future P/E expectations. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.61 per share, with an ex-dividend date of June 23, 2026, a record date of June 24, 2026, and payment scheduled for July 8, 2026 (Key Developments).
Narrative Update • Feb 20

OPL: Modest Dividend Outlook Will Contrast With Elevated Future P E Expectations

Analysts have maintained their PLN 12.00 price target for Orange Polska, with updated assumptions reflecting a slightly lower discount rate, a modestly different revenue growth outlook, a small adjustment to profit margin expectations, and a marginally higher future P/E multiple. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.61 per share, with payment scheduled for July 8, 2026 (Key Developments).
Analysis Article • Feb 16

Orange Polska S.A.'s (WSE:OPL) Intrinsic Value Is Potentially 95% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Orange Polska fair value estimate is zł23.76 Orange Polska is...
Narrative Update • Feb 06

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.
Narrative Update • Jan 22

OPL: Refined Assumptions Will Support Stronger Future Earnings Multiple Outlook

Analysts have maintained their price target for Orange Polska at €12.00, citing only modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially change their overall view of the stock's valuation. Valuation Changes Fair Value: Unchanged at €12.00, indicating no shift in the central valuation estimate for Orange Polska.
Narrative Update • Jan 08

OPL: Higher Required Return Will Support Stronger Earnings Multiple Outlook

Narrative Update on Orange Polska Analysts have lifted their fair value estimate for Orange Polska from €11.10 to €12.00. They point to updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of the new price target.
Analysis Article • Jan 08

Some Confidence Is Lacking In Orange Polska S.A.'s (WSE:OPL) P/E

Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 15.3x might make it look like a sell right now...
Narrative Update • Dec 24

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.
Analysis Article • Dec 18

The Return Trends At Orange Polska (WSE:OPL) Look Promising

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrative Update • Dec 10

OPL: Margins And Multiples Are Expected To Improve While Staying Reasonable

Analysts have raised their price target on Orange Polska from €9.87 to €10.24, citing slightly higher expected revenue growth, a modest uptick in profit margins, and a somewhat richer forward P E multiple outlook. Valuation Changes Fair Value Estimate has risen slightly from €9.87 to €10.24, reflecting a modest uplift in the intrinsic valuation of Orange Polska shares.
Analysis Article • Dec 03

Is Orange Polska (WSE:OPL) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrative Update • Nov 26

OPL: Margins Are Expected To Strengthen Modestly As Valuation Remains Balanced

Analysts have raised their price target for Orange Polska from €9.61 to €9.87, citing moderate improvements in profit margin forecasts. This comes despite slightly tempered expectations for revenue growth.
Analysis Article • Oct 30

Orange Polska's (WSE:OPL) Promising Earnings May Rest On Soft Foundations

Despite posting some strong earnings, the market for Orange Polska S.A.'s ( WSE:OPL ) stock hasn't moved much. Our...
Analysis Article • Oct 06

Is There An Opportunity With Orange Polska S.A.'s (WSE:OPL) 47% Undervaluation?

Key Insights Orange Polska's estimated fair value is zł17.02 based on 2 Stage Free Cash Flow to Equity Orange Polska's...
Analysis Article • Sep 19

Orange Polska S.A.'s (WSE:OPL) Business Is Trailing The Market But Its Shares Aren't

There wouldn't be many who think Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 12.7x is worth...
Narrative Update • Sep 17

5G And FTTH Investments Will Expand Digital Infrastructure

The consensus analyst price target for Orange Polska was marginally increased to PLN9.61, primarily reflecting a slight rise in the company’s Future P/E multiple while net profit margin remained stable. Valuation Changes Summary of Valuation Changes for Orange Polska The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from PLN9.43 to PLN9.61.
Analysis Article • Sep 03

Orange Polska (WSE:OPL) Is Experiencing Growth In Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
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New Narrative • Feb 06

Opening Fiber Network To 25 Million Homes Will Strengthen Future Market Position

Expansion and monetization of fiber network and spectrum auction could drive revenue growth and boost service quality in nonurban areas.

CEO Compensation Analysis

How has Liudmila Climoc's remuneration changed compared to Orange Polska's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

zł866m

Dec 31 2025zł8mzł6m

zł762m

Sep 30 2025n/an/a

zł894m

Jun 30 2025n/an/a

zł920m

Mar 31 2025n/an/a

zł877m

Dec 31 2024zł6mzł6m

zł913m

Sep 30 2024n/an/a

zł784m

Jun 30 2024n/an/a

zł767m

Mar 31 2024n/an/a

zł775m

Dec 31 2023zł2mzł1m

zł818m

Compensation vs Market: Liudmila's total compensation ($USD2.05M) is above average for companies of similar size in the Polish market ($USD803.31K).

Compensation vs Earnings: Liudmila's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Liudmila Climoc (51 yo)

2.8yrs
Tenure
zł7,630,000
Compensation

Ms. Liudmila Climoc is Chief Executive Officer & President of Management Board of Orange Polska S.A. from September 01, 2023. She served as Chief Executive Officer of S.C. Orange România S.A. since 2016 un...

Leadership Team

NamePositionTenureCompensationOwnership
Liudmila Climoc
CEO & President of Management Board2.8yrszł7.63mno data
Marie-Noelle Jego-Laveissiere
Deputy CEO & Deputy Chairwoman of the Supervisory Board5.8yrsno datano data
Jolanta Dudek
Vice President in Charge of Consumer Market10.7yrszł3.42m0.00065%
PLN 132.9k
Bozena Lesniewska
Vice President in Charge of Business Market & Deputy CEO of Business Market10.7yrszł3.66mno data
Jacek Kunicki
CFO, In Charge of Finance6.3yrszł3.33mno data
Jacek Kowalski
MD of Human Resources & Management Board Member in charge of Human Capital15.4yrszł2.72mno data
Maciej Nowohonski
Member of Management Board & In Charge of Carriers Market and Real Estate Sales12.3yrszł2.83m0.0019%
PLN 388.5k
Witold Drozdz
Member of Management Board & In Charge of Strategy and Corporate Affairs7.6yrszł2.73mno data
Piotr Jaworski
CTO, In Charge of Networks and Technology & Member of Management Board9.8yrszł2.84m0.000050%
PLN 10.2k
Marc Ricau
Secretary of the Supervisory Board & Member of Supervisory Boardno datano datano data
Leszek Iwaszko
Director of Investor Relations Department12.2yrsno datano data
Jacques Champeaux
Executive Vice President of Regulatory Affairs22.2yrsno datano data
10.7yrs
Average Tenure
61yo
Average Age

Experienced Management: OPL's management team is seasoned and experienced (10.7 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Marie-Noelle Jego-Laveissiere
Deputy CEO & Deputy Chairwoman of the Supervisory Board5.7yrsno datano data
Marc Ricau
Secretary of the Supervisory Board & Member of Supervisory Board13.7yrsno datano data
Maria Wisniewska
Independent Member of the Supervisory Board8.2yrszł350.00kno data
Jean-Marc Vignolles
Member of Supervisory Board8.2yrsno datano data
Maciej Witucki
Chairman of the Supervisory Board12.8yrszł468.00kno data
Etienne De Tapol
Member of the Supervisory Board1.9yrsno datano data
Bartosz Dobrzynski
Independent Member of the Supervisory Board4.2yrszł260.00kno data
Monika Nachyla
Independent Member of Supervisory Board7.2yrszł243.00kno data
Clarisse Dubreuil
Member of Supervisory Board3yrsno datano data
Philippe Beguin
Member of Supervisory Board5yrsno datano data
Benedicte David
Member of Supervisory Board5yrsno datano data
Adam Uszpolewicz
Independent Member of the Supervisory Board2.2yrszł237.00kno data
5.3yrs
Average Tenure
58.5yo
Average Age

Experienced Board: OPL's board of directors are considered experienced (5.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/19 03:06
End of Day Share Price 2026/06/19 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Orange Polska S.A. is covered by 26 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Danny KaplanBarclays
John-Paul DavidsBarclays
Ondrej CabejšekBerenberg