Orange Polska stock gets a fibre boost from the Nexera deal

Published on 09/30/2026 at 19:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Orange Polska completed the PLN 1.5 billion Nexera deal on September 30, 2026, expanding its fibre platform with APG. Q2 revenue rose more than 12 percent year over year.

Orange Polska, PLORNGE00014, Illustration mit AI erstellt.

Orange Polska stock gets a fibre infrastructure boost after Orange Polska and APG completed the Nexera acquisition on September 30, 2026. The transaction has an enterprise value of PLN 1.5 billion, while the partners also committed up to PLN 130 million in shareholder funding over the next 12 months, according to Parkiet.

Nexera expands the fibre platform

The acquired network reaches 800,000 households and serves 300,000 retail customers, giving Orange Polska and APG a larger wholesale fibre footprint in Poland. From October 2026, Orange Polska will consolidate Nexera through the equity method within the jointly controlled Swiatlowod Inwestycje group, the company said in the report published on September 30, 2026.

The transaction also sets a long-term infrastructure objective: Swiatlowod Inwestycje aims to make its fibre network connectable to 4 million households by the end of 2030. The networks are fully based on FTTH technology and have limited geographic overlap, creating a clear operating rationale for combining them.

Growth is ahead of the next report

Orange Polska's second-quarter revenue increased more than 12 percent year over year, while EBITDAaL grew 3.1 percent, according to SII. The contrast matters because the faster revenue growth came partly from IT and information systems services, which carry lower margins than core telecommunications services.

Management raised its 2026 EBITDAaL growth expectation to more than 6 percent and plans organic cash flow above PLN 1.2 billion, as reported by SII. For investors, the key issue is whether the fibre expansion can improve scale without allowing lower-margin services to dilute earnings growth.

October brings the next checkpoint

Orange Polska's next reporting date is October 26, 2026, according to the company's investor-relations calendar. Orange Polska has been listed on the Warsaw Stock Exchange since 1998 and is included in the WIG 20 index, giving the Nexera integration a direct place in Poland's large-cap market.