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Orange Polska S.A.WSE:OPL Stock Report

Market Cap zł12.6b
Share Price
zł9.60
n/a
1Y23.2%
7D-0.4%
Portfolio Value
​
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Orange Polska S.A.

WSE:OPL Stock Report

Market Cap: zł12.6b

Orange Polska (OPL) Stock Overview

Provides telecommunications services for individuals, small and large businesses, and corporations in Poland. More details

OPL fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance5/6
Financial Health4/6
Dividends3/6

Rewards

Trading at 34.2% below our estimate of its fair value

Earnings are forecast to grow 10.09% per year

Earnings grew by 14% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Dividend of 5.52% is not well covered by free cash flows


OPL Community Fair Values

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See what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Orange Polska

Polish Telecom Network Will Falter Amid Demographic And Legacy Pressures

Key Takeaways Demographic trends and customer shifts to digital services threaten revenue growth and drive declines in traditional telecom segments. High investment needs, regulatory risks, and intense competition are set to constrain profitability and limit dividend expansion.
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zł6.46
FV
48.6% overvalued intrinsic discount
2.11%
Revenue growth p.a.
0users have liked this narrative
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0users have followed this narrative
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Orange Polska

Accelerating Digitalization Will Drive Fiber And 5G Expansion

Key Takeaways Rapid fiber and network expansion, along with digital service innovation, is driving strong subscriber growth and sustained revenue outperformance well above expectations. Strategic focus on high-margin B2B, IoT, and critical infrastructure positions the company for durable earnings, premium pricing power, and resilience against economic cycles.
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zł11.1
FV
13.5% undervalued intrinsic discount
3.47%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
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Orange Polska

5G And FTTH Investments Will Expand Digital Infrastructure

Key Takeaways Strategic investment in advanced networks and digital services positions Orange Polska for sustained growth, margin expansion, and diversified revenue streams. Rising connectivity demand and supportive policy trends enable operational efficiencies and profitability improvements through digital transformation and B2B focus.
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zł9.87
FV
2.8% undervalued intrinsic discount
2.53%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
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Orange Polska S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Orange Polska
Historical stock prices
Current Share Pricezł9.60
52 Week Highzł9.99
52 Week Lowzł7.04
Beta0.16
1 Month Change4.60%
3 Month Change3.31%
1 Year Change23.17%
3 Year Change56.40%
5 Year Change49.18%
Change since IPO-43.20%

Recent News & Updates

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

Dec 03
Is Orange Polska (WSE:OPL) Using Too Much Debt?

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

Oct 30
Orange Polska's (WSE:OPL) Promising Earnings May Rest On Soft Foundations

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

Oct 06
Is There An Opportunity With Orange Polska S.A.'s (WSE:OPL) 47% Undervaluation?

Recent updates

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

Dec 03
Is Orange Polska (WSE:OPL) Using Too Much Debt?

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

Oct 30
Orange Polska's (WSE:OPL) Promising Earnings May Rest On Soft Foundations

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

Oct 06
Is There An Opportunity With Orange Polska S.A.'s (WSE:OPL) 47% Undervaluation?

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

Sep 19
Orange Polska S.A.'s (WSE:OPL) Business Is Trailing The Market But Its Shares Aren't

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

Sep 03
Orange Polska (WSE:OPL) Is Experiencing Growth In Returns On Capital

Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet

Jun 02
Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet

Investors Appear Satisfied With Orange Polska S.A.'s (WSE:OPL) Prospects

May 14
Investors Appear Satisfied With Orange Polska S.A.'s (WSE:OPL) Prospects

Earnings Update: Orange Polska S.A. (WSE:OPL) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

Apr 27
Earnings Update: Orange Polska S.A. (WSE:OPL) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

Are Investors Undervaluing Orange Polska S.A. (WSE:OPL) By 25%?

Apr 24
Are Investors Undervaluing Orange Polska S.A. (WSE:OPL) By 25%?

Orange Polska (WSE:OPL) Is Increasing Its Dividend To PLN0.53

Mar 21
Orange Polska (WSE:OPL) Is Increasing Its Dividend To PLN0.53

Orange Polska's (WSE:OPL) Profits May Not Reveal Underlying Issues

Feb 28
Orange Polska's (WSE:OPL) Profits May Not Reveal Underlying Issues

Orange Polska's (WSE:OPL) Upcoming Dividend Will Be Larger Than Last Year's

Feb 16
Orange Polska's (WSE:OPL) Upcoming Dividend Will Be Larger Than Last Year's
User avatar

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.

Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet

Feb 01
Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet

It's A Story Of Risk Vs Reward With Orange Polska S.A. (WSE:OPL)

Jan 14
It's A Story Of Risk Vs Reward With Orange Polska S.A. (WSE:OPL)

Returns Are Gaining Momentum At Orange Polska (WSE:OPL)

Dec 24
Returns Are Gaining Momentum At Orange Polska (WSE:OPL)

Orange Polska S.A. (WSE:OPL) Not Lagging Market On Growth Or Pricing

Oct 15
Orange Polska S.A. (WSE:OPL) Not Lagging Market On Growth Or Pricing

Orange Polska (WSE:OPL) Might Have The Makings Of A Multi-Bagger

Sep 15
Orange Polska (WSE:OPL) Might Have The Makings Of A Multi-Bagger

Here's Why Orange Polska (WSE:OPL) Can Manage Its Debt Responsibly

Aug 24
Here's Why Orange Polska (WSE:OPL) Can Manage Its Debt Responsibly

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

Jun 14
The Return Trends At Orange Polska (WSE:OPL) Look Promising

Orange Polska S.A.'s (WSE:OPL) P/E Still Appears To Be Reasonable

May 24
Orange Polska S.A.'s (WSE:OPL) P/E Still Appears To Be Reasonable

Analysts Have Made A Financial Statement On Orange Polska S.A.'s (WSE:OPL) First-Quarter Report

Apr 26
Analysts Have Made A Financial Statement On Orange Polska S.A.'s (WSE:OPL) First-Quarter Report

Orange Polska (WSE:OPL) Ticks All The Boxes When It Comes To Earnings Growth

Mar 26
Orange Polska (WSE:OPL) Ticks All The Boxes When It Comes To Earnings Growth

We Think Orange Polska (WSE:OPL) Can Stay On Top Of Its Debt

Mar 08
We Think Orange Polska (WSE:OPL) Can Stay On Top Of Its Debt

Orange Polska (WSE:OPL) Might Have The Makings Of A Multi-Bagger

Feb 01
Orange Polska (WSE:OPL) Might Have The Makings Of A Multi-Bagger

Unpleasant Surprises Could Be In Store For Orange Polska S.A.'s (WSE:OPL) Shares

Jan 06
Unpleasant Surprises Could Be In Store For Orange Polska S.A.'s (WSE:OPL) Shares

Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet

Nov 17
Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet

Is There An Opportunity With Orange Polska S.A.'s (WSE:OPL) 27% Undervaluation?

Oct 10
Is There An Opportunity With Orange Polska S.A.'s (WSE:OPL) 27% Undervaluation?

We Like These Underlying Return On Capital Trends At Orange Polska (WSE:OPL)

Sep 15
We Like These Underlying Return On Capital Trends At Orange Polska (WSE:OPL)

Does Orange Polska (WSE:OPL) Have A Healthy Balance Sheet?

Aug 18
Does Orange Polska (WSE:OPL) Have A Healthy Balance Sheet?

Orange Polska's (WSE:OPL) Dividend Will Be Increased To PLN0.35

May 25
Orange Polska's (WSE:OPL) Dividend Will Be Increased To PLN0.35

Are Investors Undervaluing Orange Polska S.A. (WSE:OPL) By 38%?

May 03
Are Investors Undervaluing Orange Polska S.A. (WSE:OPL) By 38%?

We Think Orange Polska (WSE:OPL) Can Stay On Top Of Its Debt

Apr 05
We Think Orange Polska (WSE:OPL) Can Stay On Top Of Its Debt

Orange Polska's (WSE:OPL) Shareholders Will Receive A Bigger Dividend Than Last Year

Feb 19
Orange Polska's (WSE:OPL) Shareholders Will Receive A Bigger Dividend Than Last Year

Orange Polska S.A. (WSE:OPL) Shares Could Be 43% Below Their Intrinsic Value Estimate

Jan 28
Orange Polska S.A. (WSE:OPL) Shares Could Be 43% Below Their Intrinsic Value Estimate

These 4 Measures Indicate That Orange Polska (WSE:OPL) Is Using Debt Reasonably Well

Dec 31
These 4 Measures Indicate That Orange Polska (WSE:OPL) Is Using Debt Reasonably Well

Orange Polska (WSE:OPL) Is Looking To Continue Growing Its Returns On Capital

Oct 06
Orange Polska (WSE:OPL) Is Looking To Continue Growing Its Returns On Capital

Is Orange Polska (WSE:OPL) A Risky Investment?

Aug 12
Is Orange Polska (WSE:OPL) A Risky Investment?

Should You Investigate Orange Polska S.A. (WSE:OPL) At zł6.40?

May 06
Should You Investigate Orange Polska S.A. (WSE:OPL) At zł6.40?

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

Mar 09
Orange Polska (WSE:OPL) Is Experiencing Growth In Returns On Capital

Is Orange Polska S.A. (WSE:OPL) Trading At A 45% Discount?

Feb 06
Is Orange Polska S.A. (WSE:OPL) Trading At A 45% Discount?

Returns At Orange Polska (WSE:OPL) Are On The Way Up

Nov 30
Returns At Orange Polska (WSE:OPL) Are On The Way Up

We Think Orange Polska (WSE:OPL) Can Stay On Top Of Its Debt

Aug 12
We Think Orange Polska (WSE:OPL) Can Stay On Top Of Its Debt

Orange Polska S.A.'s (WSE:OPL) Intrinsic Value Is Potentially 55% Above Its Share Price

Jul 04
Orange Polska S.A.'s (WSE:OPL) Intrinsic Value Is Potentially 55% Above Its Share Price

Shareholder Returns

OPLPL TelecomPL Market
7D-0.4%-1.0%-2.0%
1Y23.2%4.1%26.2%

Return vs Industry: OPL exceeded the Polish Telecom industry which returned 4.1% over the past year.

Return vs Market: OPL underperformed the Polish Market which returned 26.2% over the past year.

Price Volatility

Is OPL's price volatile compared to industry and market?
OPL volatility
OPL Average Weekly Movement2.9%
Telecom Industry Average Movement5.2%
Market Average Movement4.6%
10% most volatile stocks in PL Market9.0%
10% least volatile stocks in PL Market2.9%

Stable Share Price: OPL has not had significant price volatility in the past 3 months compared to the Polish market.

Volatility Over Time: OPL's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19918,717Liudmila Climocwww.orange.pl

Orange Polska S.A., together with its subsidiaries, provides telecommunications services for individuals, small and large businesses, and corporations in Poland. The company offers mobile and fixed telecommunications services, including calls, messaging, content, and access to the Internet and TV; and information technology and integration services, leased lines, and other value-added telecommunication services. It also engages in the sale of telecommunications equipment and electrical energy; provision of data transmission services; and construction of telecommunications infrastructure.

Orange Polska S.A. Fundamentals Summary

How do Orange Polska's earnings and revenue compare to its market cap?
OPL fundamental statistics
Market capzł12.60b
Earnings (TTM)zł894.00m
Revenue (TTM)zł13.06b
14.1x
P/E Ratio
1.0x
P/S Ratio

Is OPL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
OPL income statement (TTM)
Revenuezł13.06b
Cost of Revenuezł9.33b
Gross Profitzł3.73b
Other Expenseszł2.84b
Earningszł894.00m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.68
Gross Margin28.56%
Net Profit Margin6.84%
Debt/Equity Ratio35.6%

How did OPL perform over the long term?

See historical performance and comparison

Dividends

5.5%
Current Dividend Yield
78%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/07 10:12
End of Day Share Price 2025/12/05 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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 27 analysts. 8 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