Orange Polska Past Earnings Performance
Past criteria checks 1/6
Orange Polska's earnings have been declining at an average annual rate of -4.7%, while the Telecom industry saw earnings growing at 18.1% annually. Revenues have been growing at an average rate of 2.3% per year. Orange Polska's return on equity is 6.2%, and it has net margins of 6.6%.
Key information
-4.65%
Earnings growth rate
-4.65%
EPS growth rate
| Telecom Industry Growth | 23.96% |
| Revenue growth rate | 2.33% |
| Return on equity | 6.23% |
| Net Margin | 6.58% |
| Next Earnings Update | 27 Jul 2026 |
Recent past performance updates
Recent updates
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...
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.Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Orange Polska makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 13,163 | 866 | 97 | 0 |
| 31 Dec 25 | 13,133 | 762 | 138 | 0 |
| 30 Sep 25 | 13,063 | 894 | 145 | 0 |
| 30 Jun 25 | 12,839 | 920 | 153 | 0 |
| 31 Mar 25 | 12,804 | 877 | 148 | 0 |
| 31 Dec 24 | 12,732 | 913 | 137 | 0 |
| 30 Sep 24 | 12,801 | 784 | 114 | 0 |
| 30 Jun 24 | 12,811 | 767 | 102 | 0 |
| 31 Mar 24 | 12,912 | 775 | 99 | 0 |
| 31 Dec 23 | 12,970 | 818 | 91 | 0 |
| 30 Sep 23 | 12,857 | 909 | 82 | 0 |
| 30 Jun 23 | 12,865 | 865 | 79 | 0 |
| 31 Mar 23 | 12,696 | 869 | 78 | 0 |
| 31 Dec 22 | 12,488 | 724 | 74 | 0 |
| 30 Sep 22 | 12,280 | 492 | 65 | 0 |
| 30 Jun 22 | 12,042 | 1,885 | 62 | 0 |
| 31 Mar 22 | 11,941 | 1,758 | 62 | 0 |
| 31 Dec 21 | 11,928 | 1,672 | 67 | 0 |
| 30 Sep 21 | 11,840 | 1,720 | 71 | 0 |
| 30 Jun 21 | 11,748 | 187 | 85 | 0 |
| 31 Mar 21 | 11,622 | 123 | 112 | 0 |
| 31 Dec 20 | 11,508 | 46 | 125 | 0 |
| 30 Sep 20 | 11,424 | -120 | 156 | 0 |
| 30 Jun 20 | 11,501 | 49 | 165 | 0 |
| 31 Mar 20 | 11,432 | 49 | 142 | 0 |
| 31 Dec 19 | 11,406 | 82 | 138 | 0 |
| 30 Sep 19 | 11,337 | 254 | 150 | 0 |
| 30 Jun 19 | 11,222 | 123 | 157 | 0 |
| 31 Mar 19 | 11,169 | 55 | 171 | 0 |
| 31 Dec 18 | 11,101 | 10 | 162 | 0 |
| 30 Sep 18 | 11,081 | -173 | 504 | 0 |
| 30 Jun 18 | 11,140 | -236 | 484 | 0 |
| 31 Mar 18 | 11,273 | -149 | 469 | 0 |
| 31 Dec 17 | 11,381 | -60 | 464 | 0 |
| 30 Sep 17 | 11,452 | -1,760 | 444 | 0 |
| 30 Jun 17 | 11,489 | -1,751 | 418 | 0 |
| 31 Mar 17 | 11,553 | -1,805 | 392 | 0 |
| 31 Dec 16 | 11,538 | -1,746 | 374 | 0 |
| 30 Sep 16 | 11,483 | -1 | 372 | 0 |
| 30 Jun 16 | 11,603 | 72 | 372 | 0 |
| 31 Mar 16 | 11,713 | 181 | 372 | 0 |
| 31 Dec 15 | 11,840 | 254 | 372 | 0 |
| 30 Sep 15 | 12,001 | 437 | 387 | 0 |
| 30 Jun 15 | 12,076 | 467 | 387 | 0 |
Quality Earnings: OPL has high quality earnings.
Growing Profit Margin: OPL's current net profit margins (6.6%) are lower than last year (6.8%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: OPL's earnings have declined by 4.7% per year over the past 5 years.
Accelerating Growth: OPL's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: OPL had negative earnings growth (-1.3%) over the past year, making it difficult to compare to the Telecom industry average (-10%).
Return on Equity
High ROE: OPL's Return on Equity (6.2%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/11 22:07 |
| End of Day Share Price | 2026/06/11 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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.
| Analyst | Institution |
|---|---|
| Danny Kaplan | Barclays |
| John-Paul Davids | Barclays |
| Ondrej Cabejšek | Berenberg |