Orange Polska stock reports higher 2026 guidance

Published on 09/29/2026 at 12:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Orange Polska stock is tied to EBITDAaL growth above 6 percent after a September 2026 investor chat. Organic cash flow is targeted above PLN 1.2 billion in 2026.

Orange Polska, PLORNGE00014, Illustration mit AI erstellt.

Orange Polska stock is tied to a raised 2026 EBITDAaL growth forecast above 6 percent after the company's second-quarter review on September 4, 2026. The cash-flow target adds a second measurable driver, with organic cash flow planned above PLN 1.2 billion and growth above 20 percent versus 2025.

Guidance rises after strong first half

According to SII on September 9, 2026, Orange Polska CFO Jacek Kunicki said the company lifted its full-year EBITDAaL growth forecast above 6 percent after second-quarter results. The source identifies the investor chat itself as taking place on September 4, 2026.

The cash-flow objective is equally important: organic cash flow is planned to exceed PLN 1.2 billion in 2026, which would be above 20 percent higher than in 2025. The comparison links the outlook to both EBITDA growth above 6 percent and stable investment spending, rather than to a single pricing action.

Revenue growth carries a margin tradeoff

SII reported that second-quarter revenue increased above 12 percent year over year, while EBITDAaL rose 3.1 percent. Management attributed the difference to rapid IT and information-services growth, which carries lower margins than telecommunications, and to a 75 million zloty one-time gain recorded in the second quarter of 2025.

The figures create a clear investor checkpoint for the second half. Revenue is expanding faster than EBITDAaL, so the quality of growth and the conversion into organic cash flow will determine whether the raised full-year forecast remains supported by operating performance.

October results set the next checkpoint

Orange Polska provides fixed and mobile voice and data services across Poland and owns the country's largest telecommunications infrastructure, according to its Orange Polska investor-relations page. The company is scheduled to disclose third-quarter 2026 results on October 26, 2026, giving investors a dated test of the EBITDAaL and cash-flow trajectory.