Preliminary Q4 2025 Orange Polska SA Earnings Call Transcript
Key Points
- Orange Polska SA (STU:TPA1) achieved a 47% total shareholder return in 2025 through share price growth and dividend payments.
- The company overachieved its revenue and EBITDAaL growth targets, achieving mid-single-digit growth instead of the projected low-single-digit.
- Significant progress was made in 5G coverage, reaching 85% of the Polish population, enhancing connectivity quality and speed.
- Orange Polska SA expanded its fiber network to reach almost 10 million homes, adding 1 million in 2025.
- The company demonstrated strong commercial performance with a 4% increase in convergence customer base and ARPO, and a 10% increase in fiber customer base.
- Despite strong financial performance, the company faced challenges with lower than expected real estate sales impacting cash flow.
- The mobile B2B segment experienced slower growth, attributed to competitive pressure and market conditions affecting small businesses.
- The company is facing ongoing proceedings related to a fine from the anti-monopoly office, with potential financial implications.
- Rising prices of network components, such as memory chips, could impact future CapEx despite current guidance indicating a decrease in CapEx intensity.
- The company plans a 12% reduction in workforce over the next two years as part of its transformation program, which may have social and operational impacts.
Let me welcome you to Orange Polska conference call in which we will summarize our achievements in 2025. My name is Leszek Iwaszko and I'm in charge of Investor Relations. (Conference Instructions)
Speakers for today will be our CEO, Liudmila Climoc; and CFO, Jacek Kunicki. So I'm passing the floor to Liudmila to begin the presentation.
Thank you. Thank you, Leszek. Good morning. Happy to welcome you at our conference summarizing last year results and let's start.
In March last year we have presented you our new four-year strategy, Lead the Future, and today I'm very pleased to say that 2025 was a strong start. We have progressed in all key pillars of our strategy and prepared a solid ground for next years.
First on the line is our commercial performance that was excellent in both retail and wholesale. In retail, we uplifted both customer base and ARPO. In wholesale, we started to benefit from new
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