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Orange Polska SAUPDATE: Orange PL expects low single-digit increase in revenue, 3-5 pct growth in EBITDAaL and eCAPEX at PLN 1.8 bln in 2026
In 2026, listed telecom operator Orange Polska expects a low single-digit increase in revenue, 3-5 percent growth in EBITDAaL result and eCAPEX at around PLN 1.8 billion (EUR 426.8 mln), the company said in its report on last year's results and guidance for the current year. Orange PL has also updated its mid-term strategic guidelines presented together with strategy in March 2025.
"Revenues are forecasted to increase by a low single digit in 2026, predominantly driven by growth of core telecommunication services (convergence, mobile and broadband)," the company said in the report.
"The EBITDAaL for 2026 is expected to grow in the range of 3-5 percent year on year. We expect it to be supported by profitable revenue expansion in the key areas of business and further cost transformation," it added.
Orange Polska anticipates the economic capex (eCapex) in 2026 to come at around PLN 1.8 billion.
"It reflects further 5G network rollout, fibre built with EU subsidies and solid proceeds from disposals of our underutilised real estate," the company pointed out.
Taking into account company’s strong 2025 results and good prospects for 2026, Orange Polska's management has updated mid-term strategic ambitions presented together with Lead the Future strategy in March 2025.
According to an updated guidance, EBITDAaL growth is confirmed at the level of low-to-mid single digit CAGR in 2025-2028.
eCapex is expected to be at approximately PLN 1.8 billion per year and trending towards 13 percent of revenues, while the organic cash flow guidance has been raised to at least PLN 1.4 billion in 2028.
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