Q1 2026 Orange Polska SA Earnings Call Transcript

Apr 23, 2026 / 09:00 AM GMT

Release Date Price: $2.05

Transcript

Key Points

Positve

Orange Polska SA (STU:TPA1) reported a strong start to the year with solid commercial and financial performance.
The company achieved a 10% growth in EBITDA and significant improvement in cash generation.
Orange Polska SA (STU:TPA1) led the market in mobile number portability, gaining a competitive advantage.
The fiber customer base increased by 10% year-on-year, reflecting strong demand despite a competitive landscape.
Revenues from core telecom services increased by nearly 5% year-on-year, driven by consistent growth in customer bases and ARPUs.

Negative

The end of a multi-year national roaming contract impacted revenue growth, although wholesale operations still posted a 6% increase.
Prepaid revenue dynamics have slowed down compared to the elevated trends of 2025, returning to a flattish growth status.
The company faced a slow start in investment due to harsh winter weather conditions, impacting CapEx.
Legacy business segments continue to decline, although this is not seen as a major issue currently.
The volatile supply environment, particularly in memory chips, poses challenges for the ICT segment and could impact long-term guidance.

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

OPL.WA - Orange Polska SA
Q1 2026 Orange Polska SA Earnings Call
Apr 23, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. Thank you for standing by, and let me welcome you to Orange Postcard conference call, in which we will summarize our results in the first quarter of 2026. My name is Lesia Kivasko, and I'm in charge of Investor Relations. The format of the call will be a presentation by the management team, followed by a Q&A session. Speakers for today will be our CEO, Lyudniva Kimok, and CFO, Liasek Kunitsky. Let me now pass the floor to Lyudniva to begin the presentation.

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Unidentified_2 [2]
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Thank you, Ishek. Good morning and welcome to our conference

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