Orange Polska SA ((PL:OPL)) has held its Q3 earnings call. Read on for the main highlights of the call.
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Orange Polska SA Reports Strong Q3 Performance with Revenue and EBITDA Growth
The recent earnings call for Orange Polska SA painted a largely positive picture, highlighting a strong quarter characterized by robust revenue and EBITDA growth. The company saw significant gains in its mobile and wholesale segments, although challenges in the B2B segment and some risks were noted. Overall, the positive developments overshadowed the negative aspects, indicating a promising outlook.
Strong Revenue Growth
Orange Polska reported a 9.3% year-over-year increase in revenues, driven by a notable surge in IT&IS sales and steady contributions from core telecom services. The wholesale segment also experienced accelerated growth, underscoring the company’s successful revenue strategies.
Mobile Segment Performance
The mobile segment of Orange Polska showed remarkable performance with net customer additions surpassing 100,000, marking the highest growth in over four years. Additionally, the average revenue per offer (ARPO) in the mobile segment improved, contributing positively to the overall financial results.
Solid EBITDA Growth
The company achieved a nearly 3% year-over-year growth in EBITDA for Q3, attributed to high margins from its core business and stringent cost discipline. This solid performance in EBITDA reflects the company’s effective operational strategies.
Positive Wholesale Prospects
Orange Polska’s wholesale revenue growth accelerated, buoyed by the new fiber optics backhaul business. This development is expected to contribute positively to the company’s future prospects, enhancing its market position.
B2B Segment Under Pressure
Despite the overall positive performance, the B2B segment faced challenges with slower growth. This was due to a high comparable base from the previous year and a softer IT market, highlighting areas that require strategic attention.
Provision for Risks
A provision for risks, claims, and litigations amounting to PLN 45 million was established in Q2 2025. This indicates potential uncertainties that the company is preparing to address, ensuring stability in its operations.
Forward-Looking Guidance
Looking ahead, Orange Polska remains optimistic about its growth trajectory. The company anticipates continued revenue growth, particularly in IT&IS sales and core telecom services, which have already driven a nearly 3% increase in EBITDA. With eCapEx aligning with annual plans and stable organic cash flow, the company is confident in meeting its 2025 objectives. The mobile segment’s commercial success and the dynamic wholesale business are expected to further drive growth, as Orange Polska aims to enhance shareholder value through its Lead the Future strategy.
In summary, Orange Polska SA’s Q3 earnings call reflected a strong performance with significant revenue and EBITDA growth. While challenges in the B2B segment and potential risks were noted, the company’s strategic initiatives and positive outlook suggest continued success. Investors and stakeholders can look forward to Orange Polska’s commitment to achieving its 2025 objectives and enhancing shareholder value.