Profil:
Orange Polska SAOrange PL telco posts PLN 899 mln EBITDAaL in Q3 2025, above expectations
Listed telecom operator Orange Polska posted an attributable net profit of PLN 228.0 million (EUR 53.7 mln) in the third quarter of 2025, above market expectations for PLN 244.9 million (EUR 57.7 mln), while EBITDA after lease (EBITDAaL) amounted to PLN 899 million (EUR 211.8 mln) against PLN 878 million (EUR 206.9 mln) assumed in PAP Biznes consensus, according to the company's quarterly financial report.
Orange Polska reported third quarter of 2025 EBITDAaL at PLN 899 million (EUR 194 mln) and net profit of PLN 228 million (EUR 49 mln). Analysts expected EBITDAaL of PLN 878 million (EUR 190 mln) and net profit of PLN 244.9 million (EUR 53 million).
EBITDAaL rose 3.7 percent year on year and 0.9 percent quarter on quarter. Net profit fell 10.2 percent year on year and 16.8 percent quarter on quarter.
Revenues were PLN 3,329 million (EUR 718 mln), 4.9 percent above the PLN 3,175 million (EUR 685 mln) consensus, increasing 7.2 percent year on year and 5.4 percent quarter on quarter.
EBIT was PLN 371 million (EUR 80 mln), 4.9 percent below the PLN 390 million (EUR 84 mln) consensus, up 0.3 percent year on but down 11.7 percent quarter on quarter.
| 3Q2025 | results | consensus | difference | y/y | q/q | YTD 2025 | y/y |
| Revenues | 3329.0 | 3175.0 | 4.9% | 7.2% | 5.4% | 9640.0 | 3.6% |
| EBITDAaL | 899.0 | 878.0 | 2.4% | 3.7% | 0.9% | 2612.0 | 3.7% |
| EBIT | 371.0 | 390.0 | -4.9% | 0% | -11.7% | 1103.0 | 2.2% |
| Attrib. net profit | 228.0 | 244.9 | -6.9% | -10% | -16.8% | 693.0 | -2.7% |
| EBITDA margin | 27.0% | 27.7% | -0.65 | -0.92 | -1.21 | 27.10% | 0.02 |
| EBIT margin | 11.1% | 12.3% | -1.19 | -0.77 | -2.16 | 11.44% | -0.15 |
| net margin | 6.8% | 7.8% | -0.91 | -1.33 | -1.83 | 7.19% | -0.46 |
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