Orange Polska SA (PTTWF) AI Stock Analysis
Orange Polska SA
(Other OTC:PTTWF)
No summary available
Orange Polska SA (PTTWF) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $2.69B
- Dividend Yield
- 8.33%
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- 22.3
- Beta (1Y)
- 0.08
- Revenue Growth
- 10.62%
- EPS Growth
- 13.51%
- Country
- US
- Employees
- 8,179
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Telecommunications Services
Orange Polska SA Business Overview & Revenue Model
Company Description
Operating in Poland, Orange Polska S.A. and its affiliates deliver a broad spectrum of telecommunication solutions. The company furnishes mobile and fixed-line services, encompassing voice calls, messaging, digital content, and access to the internet...
Orange Polska SA Earnings Call Summary
The call was strongly positive, with record quarterly EBITDAaL, robust revenue and cash-flow growth, improving customer and ARPU trends, strong fiber and IT&IS performance, and progress toward full-year guidance. The main challenges were the volatility of project-driven IT&IS, inflation and network-cost pressures, a tougher wholesale comparison in Q4, the long-term timing of Nexera synergies and FiberCo dividends, and a PLN 400 million spectrum renewal outflow in 2027.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management maintained guidance for above 6% EBITDAaL growth for the full year, with perfect execution potentially delivering 1% or 2% higher growth, meaning even 7% or 8% on an annual basis, and expects organic cash generation well above PLN 1.2 billion; Q4 EBITDAaL is expected to show a very solid increase, possibly even reaching mid-single digits for Q4 stand-alone, while core telco service revenues are expected to show even stronger growth and wholesale faces a more challenging comparable base. IT&IS profitability is expected to remain between 10% and 12%, indirect costs are targeted to be at least flat year-over-year and CAPEX flat, Q4 IT&IS performance is expected to remain strong although the level of 24%-25% will not be repeated, and Światłowód Inwestycje household rollout is expected to be close to 300,000 in 2027. Midterm guidance assumes low to mid single digits percentage growth, with a clear ambition to try and reach the mid single digit, supporting organic cash generation; spectrum renewal next year is around PLN 400 million, services to Nexera could be few million PLN per quarter, ARPO performance in Q4 is expected to be as strong or even slightly uplifted, and dividends from Światłowód Inwestycje could begin beyond 2032, 2033.
Orange Polska SA Peers Comparison
Overall Rating
PL:CPS53Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| PL:CPS | 53Neutral | PLN 8.25B | -2.94 | -17.18% | ― | 0.04% | -517.46% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PTTWF | Orange Polska SA | 3.38 | 1.00 | 41.72% | |
| PL:CPS | Cyfrowy Polsat | 12.90 | -0.17 | -1.30% | |
| PL:ETL | Eurotel S.A. | 29.70 | 0.10 | 0.34% |
Disclaimer
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