Orange Polska S.A.

WSE:OPL Stok Raporu

Piyasa değeri: zł21.1b

Orange Polska Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Orange Polska kazanç ve gelirin sırasıyla yıllık 12.8% ve 3.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 13.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 9.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

12.8%

Kazanç büyüme oranı

13.82%

EPS büyüme oranı

Telecom kazanç büyümesi21.2%
Gelir büyüme oranı3.2%
Gelecekteki özkaynak getirisi9.87%
Analist kapsamı

Good

Son güncelleme21 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi Jun 02

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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Yeni Anlatı 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.

Kazanç ve Gelir Büyüme Tahminleri

WSE:OPL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (PLN Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202814,4011,3782,0023,9487
12/31/202713,8631,1751,5593,7068
12/31/202613,3881,0651,6923,5996
3/31/202613,1638668543,610N/A
12/31/202513,1337627693,601N/A
9/30/202513,0638947083,605N/A
6/30/202512,8399206623,583N/A
3/31/202512,8048771,3123,436N/A
12/31/202412,7329131,0483,411N/A
9/30/202412,8017848543,281N/A
6/30/202412,8117671,0243,345N/A
3/31/202412,9127751,1483,496N/A
12/31/202312,9708181,2123,453N/A
9/30/202312,8579097443,140N/A
6/30/202312,8658654572,970N/A
3/31/202312,6968692732,757N/A
12/31/202212,4887246982,940N/A
9/30/202212,2804921,0342,973N/A
6/30/202212,0421,8851,2673,191N/A
3/31/202211,9411,7581,1013,052N/A
12/31/202111,9281,6721,1063,101N/A
9/30/202111,8401,7201,3183,303N/A
6/30/202111,7481871,0043,013N/A
3/31/202111,6221231,2743,282N/A
12/31/202011,508469903,005N/A
9/30/202011,424-1201,0913,187N/A
6/30/202011,501491,0823,216N/A
3/31/202011,432497062,922N/A
12/31/201911,40682N/A2,858N/A
9/30/201911,337254N/A2,722N/A
6/30/201911,222123N/A2,202N/A
3/31/201911,16955N/A1,982N/A
12/31/201811,10110N/A1,812N/A
9/30/201811,081-173N/A1,558N/A
6/30/201811,140-236N/A1,909N/A
3/31/201811,273-149N/A2,004N/A
12/31/201711,381-60N/A2,064N/A
9/30/201711,452-1,760N/A2,040N/A
6/30/201711,489-1,751N/A2,176N/A
3/31/201711,553-1,805N/A2,357N/A
12/31/201611,538-1,746N/A2,549N/A
9/30/201611,483-1N/A2,506N/A
6/30/201611,60372N/A2,563N/A
3/31/201611,713181N/A2,514N/A
12/31/201511,840254N/A2,547N/A
9/30/201512,001437N/A2,593N/A
6/30/201512,076467N/A2,671N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: OPL 'nin tahmini kazanç büyümesi (yıllık 12.8% ) tasarruf oranının ( 5.3% ) üzerindedir.

Kazançlar ve Piyasa: OPL şirketinin kazançlarının (yıllık 12.8% ) Polish pazarından (yıllık 12.2% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: OPL şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: OPL şirketinin gelirinin (yıllık 3.2% ) Polish pazarından (yıllık 4.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: OPL şirketinin gelirinin (yıllık 3.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: OPL 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 9.9 %).


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 06:45
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Orange Polska S.A. 26 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Danny KaplanBarclays
John-Paul DavidsBarclays
Ondrej CabejšekBerenberg