Orange Polska (OPL) CMD 2025 summary

Strategic vision and market positioning

• The "Lead the Future" plan for 2025–2028 focuses on digital transformation, omnipresent secure networks, and value creation, aiming for leadership in Poland’s digital economy.

• Strategy is built on four pillars: growth, infrastructure enhancement, transformation & innovation, and empowerment, with a commitment to sustainability and becoming the most trusted digital services provider.

• Orange aims to be the first choice for consumers and businesses in connectivity, cybersecurity, and convenience, leveraging AI-enabled hyper-personalisation and multi-brand offers.

• By 2028, targets include a 25% increase in fiber households, 3 million more mobile connections, and a doubling of both retail and wholesale fiber customer bases.

• The company is strengthening its position as a technology partner for business, integrating IT & IS services and focusing on large enterprise and SME segments.

Growth engines and business development

• Convergence remains a cornerstone, with plans to grow convergent customers and ARPU by double digits over four years, targeting 500,000 new households.

• IT and IS revenues expected to double by 2028 compared to 2020, with a focus on integrated solutions for large enterprises and expanding offerings for SMEs.

• Wholesale fiber monetization is key, aiming for a 50% increase in fiber customer base by 2028 and further expansion through joint ventures.

• 5G rollout to cover almost all of Poland by 2028, with investments focused on quality, efficiency, and energy-saving practices.

• Commercial growth to be driven by core telecom and IT & IS services, leveraging market leadership in connectivity and cybersecurity.

Transformation, innovation, and operational efficiency

• Transformation includes automation, AI integration, and process re-engineering to boost agility, efficiency, and productivity.

• 90% of employees trained in data, AI, and automation; over 140 AI projects implemented, including digital sales, care, and network automation.

• Digital channels targeted to handle 35%+ of transactions, with AI-driven customer care bots and GenAI tools enhancing service and efficiency.

• Legacy technologies (3G, copper) being phased out, with real estate disposals generating cash and reducing costs.

• Sustainability prioritized through device refurbishment, digital inclusion, 100% renewable energy sourcing, and a 95% CO₂e reduction (scopes 1, 2) vs. 2020.