Cyfrowy Polsat SA (WAR:CPS)

Half Year 2025 Cyfrowy Polsat SA Earnings Call Transcript

Aug 21, 2025 / 02:00 PM GMT

Release Date Price: zł15.3 (+2.00%)

Transcript

Key Points

Positve

Cyfrowy Polsat SA (FRA:CP9) reported a revenue increase of nearly 4% year over year, reaching 3.6 billion Zlotys.
The company launched a new flexible multiplay offer, which has been successful in building customer value and increasing the customer base.
The media segment saw strong growth, with TV advertising revenues increasing in line with the market and a stable market share of 28.2%.
The green energy segment achieved significant milestones, including the near completion of the Jejevo wind farm, which will double the company's wind capacity.
The company secured a substantial investment loan of nearly 1 billion Zlotys for the Jejevo wind farm, indicating strong confidence from financial institutions.

Negative

Adjusted EBITDA decreased slightly by 2.4% compared to the previous year, primarily due to higher technical and marketing costs.
Net profit decreased to 113 million Zlotys, impacted by non-cash impairments and the absence of one-off gains from the previous year.
The prepaid segment experienced a small decline in RGU, reflecting challenges in maintaining value in a competitive market.
The cost of debt remains high, with interest costs amounting to 1.4 billion Zlotys over the past 12 months, despite recent interest rate cuts.
The company's net debt to EBITDA ratio increased slightly to 3.66%, reflecting ongoing investments in the Jejevo wind farm.

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

CPS.WA - Cyfrowy Polsat SA
Half Year 2025 Cyfrowy Polsat SA Earnings Call
Aug 21, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and a warm welcome to Posad Plus Group's earnings conference for the 2nd quarter of 2025.

Can I have the next slide, please? Before we begin, let me introduce our speakers for today. Andrea Bramchuk, President of the Management Board, Mate, Vice President for strategy, and Katana Ostapaman, Chief Financial Officer and management board member responsible for ESG.

To ensure a smooth discussion, please feel free to submit your questions via the Q&A panel at any time during the presentation.

Kindly include your name with each question, as we do not accept anonymous questions.

Thank you in advance.

Next slide, please.

And now, without further ado, let's go ahead

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