Half Year 2025 Orange Polska SA Earnings Call Transcript

Jul 29, 2025 / 09:00 AM GMT

Release Date Price: €2.02 (-2.18%)

Transcript

Key Points

Positve

Orange Polska SA (FRA:TPA1) reported strong commercial results in the consumer market, with growth in customer bases and ARPU.
The company is progressing with 5G deployment, covering nearly 50% of Poland's population, and has launched base stations on newly acquired 700 MHz spectrum.
Financial results were positive, with growth in revenues, EBITDA, net profit, and cash generation.
The fiber core joint venture has been successful, with a high infrastructure take-up rate and plans for further expansion.
Orange Polska SA (FRA:TPA1) maintains a sound balance sheet and has secured refinancing for debt maturing in 2026.

Negative

The B2B segment is facing a tougher competitive environment, leading to a decline in ARPU.
Indirect costs have increased due to pay rise pressures and higher advertising spend.
The company is dealing with significant risks and restructuring costs, impacting net income.
There is ongoing regulatory scrutiny regarding pricing presentation in mobile contracts.
The competitive market environment in Poland remains challenging, with aggressive strategies from competitors like T-Mobile.

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

OPL.WA - Orange Polska SA
Half Year 2025 Orange Polska SA Earnings Call
Jul 29, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Morning.

Thank you for standing by and let me welcome you to Orange Posa Results conference for the 2nd quarter of 2025.

My name is Lasha Kivashko. I'm in charge of investor relations. The format of the call will be as usually, a presentation made by the management team followed by a Q&A session. Speakers for today will be Ludniva Klimo, the CEO of Orange Poska, and the Attek Kunitsky, CFO. I'm passing now the floor to Ludniva to begin the presentation.

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Unidentified_2 [2]
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Thank you, Leszek. Good morning. Welcome to our conference

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