Orange Polska SA (FRA:TPA1)
€ 3.315 +0.12 (+3.86%) Market Cap: 4.44 Bil Enterprise Value: 6.00 Bil PE Ratio: 19.52 PB Ratio: 1.39 GF Score: 69/100

Full Year 2024 Orange Polska SA Earnings Call Transcript

Feb 13, 2025 / 10:30 AM GMT
Release Date Price: €2.04 (+7.70%)

Key Points

Positve
  • Orange Polska SA (FRA:TPA1) reported a strong commercial performance with an increase in the number of customers across all key telecom products.
  • The company achieved a significant improvement in net promoter scores across all segments, securing a top market position.
  • Orange Polska SA (FRA:TPA1) expanded its 5G network, now covering 40% of Poland's population, enhancing connectivity for customers.
  • The company reported a solid growth in revenues from core telecom services, exceeding 5% for the full year.
  • Orange Polska SA (FRA:TPA1) successfully expanded its fiber customer base by 16% year over year, including acquisitions of local fiber operators.
Negative
  • The enterprise segment faced challenges due to a difficult macroeconomic environment, impacting growth in the ITNS area.
  • Despite the overall growth, the company is still in the process of rejuvenating growth in certain segments.
  • There is a risk of overbuild in the fiber network, although efforts are being made to mitigate this.
  • The company is still in the process of renewing its radio access network, which is expected to complete this year.
  • Orange Polska SA (FRA:TPA1) faces competitive pressures in the market, requiring a strategic marketing approach to maintain growth.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OPL.WA - Orange Polska SA
Full Year 2024 Orange Polska SA Earnings Call
Feb 13, 2025 / 10:30AM GMT

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Presentation
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Let's go ahead, you're alive.

Good morning everyone.

Welcome to the Orange Poka conference summarizing the results of 2024. We will also summarize our dotgroth strategy.

The format of the presentation will be a management team presentation followed by the Q&A session. Let me introduce speakers for today, starting with Ludmivalimo, our CEO, Bojana Lenska, deputy CEO in charge of business market, Iola Dudek, deputy CEO in charge of consumer market.

Jacek Kunitsky, CFO and Marinavohonsky, management board member in charge of wholesale market, and we have also with us Vital Drosch responsible for corporate strategy, who will join us for the Q&A session. Let me now hand the floor to Ludniva to
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