Orange Polska (OPL) CMD 2025 summary

Strategic vision and market positioning

• The strategy shifts from basic connectivity to leading digital transformation, aiming for omnipresent, secure, and sustainable networks supporting Poland’s digital economy by 2028.

• By 2028, targets include 2 million more fiber homes (25% increase), 3 million more mobile connections, and 200 million more connected devices, reflecting strong demand for digital services and robust infrastructure needs.

• The plan is built on four pillars: growth, infrastructure enhancement, transformation & innovation, and empowerment, all aimed at sustainable value creation.

• 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.

• Commitment to sustainable development, digital inclusion, and becoming Poland's most trusted digital services provider and preferred employer.

Growth and business development

• Growth is driven by convergence, targeting an additional 500,000 households and double-digit ARPU growth, with a focus on expanding IT & IS services and integrated solutions for businesses and the public sector.

• Wholesale business aims to increase the fiber customer base by 50% by 2028, leveraging joint ventures and infrastructure monetization.

• Maintains leadership in fixed and mobile networks, with 5G coverage planned for nearly all of Poland and fiber reaching 3 million more households by 2028.

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

• Integrated solutions to be extended to smaller business customers as digital needs evolve.

Operational transformation and innovation

• Implements a 360-degree transformation, with 90% of employees trained in data, AI, and automation, and over 140 AI projects deployed.

• Digital channels to handle over 35% of transactions, with AI-driven customer care and network operations enhancing efficiency.

• Legacy asset pruning, including copper decommissioning and real estate sales, is improving cost efficiency and service quality.

• Empowered teams and an entrepreneurial culture are central, with a focus on talent attraction, innovation, and customer-centricity.

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