en.Wedoany.com Reported - Polsat Plus Group plans to announce a new strategy by the end of the year, with telecom and media segments serving as core business pillars. The Polish media and telecom giant is reviewing its assets to optimize capital allocation, while the renewable energy sector, which has long been a focus of investment, is now entering the operational output phase. Bartłomiej Drywa, a member of the Group's Management Board, stated at a press conference that the company has completed capital-intensive renewable energy investments and is now concentrating on electricity production and sales to maximize EBITDA in this segment.
In the first quarter of this year, Polsat Plus Group's key financial indicators all showed growth. According to financial data, sales revenue reached PLN 3.635 billion, up 3.0% year-on-year; adjusted EBITDA profit was PLN 847 million, up 4.7%, with a margin of 23.3%, an increase of 0.4 percentage points year-on-year; operating income (EBIT) was PLN 425.6 million, up 3.7% year-on-year; net profit was PLN 133.6 million, up 54.1% year-on-year. Compared to the median market consensus (based on forecasts from institutions such as BM BDM, DM BOŚ, BM mBanku, DM PKO BP, ERSTE Biuro Maklerskie, Ipopema, Trigon, Pekao, and Wood&Co), sales revenue was 0.6% higher, adjusted EBITDA was 2.4% higher, EBIT was 5.1% higher, and net profit was 1.0% lower. Among these, EBITDA for the first quarter of 2025 was adjusted for profits from the sale of subsidiaries and associates (-PLN 0.2 million).
In the first quarter of 2026, retail revenue from individual and corporate customers increased by PLN 60.4 million (3.4%) year-on-year, reaching nearly PLN 1.86 billion. The Group attributed this primarily to strong sales of internet access and mobile phone services, especially all-in-one products. Wholesale revenue increased by PLN 21.5 million (2.8%) year-on-year, reaching PLN 789 million, driven by higher roaming revenue and increased advertising and sponsorship income. Equipment sales revenue decreased by PLN 54.9 million (12.9%) year-on-year due to lower sales volumes, linked to a decline in smartphone demand resulting from changes in consumer behavior in the market. Energy sales revenue grew significantly by PLN 67.5 million (21.8%), reaching PLN 376.9 million, due to an increase in energy sales volume.
The number of all-in-one package customers has exceeded 3 million, accounting for 54% of total customers. As of the end of March 2026, these customers were using nearly 12.5 million services, an increase of nearly 2.3 million services compared to the same period last year (up 22.5% year-on-year). To advance its all-in-one strategy, the Group launched a new simplified bundled service in June 2025, allowing customers to purchase two basic services (mobile plan, fiber optic, mobile internet, or pay TV) for PLN 80 per month, with a fixed payment of PLN 30 for each additional service. As of the end of the first quarter of 2026, 28% of users had migrated to the new plan, while also increasing their total subscription value. Maciej Stec, CEO of Polkomtel, emphasized that the new all-in-one product has had a very positive impact on operational performance.
With the strategy update, the Group has simultaneously revised the definition of all-in-one customers: previously limited to B2C contract customers with at least two services within the Group's specific company loyalty program, it now includes B2C contract customers who simultaneously hold at least two services (including services of the same type) from one or more companies within the Group. Currently, the Group's average customer uses 2.43 services, compared to 2.32 services in the same period last year.
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