Revenue distribution by sectors:

• Telecommunications: 45%
• Media and Entertainment: 35%
• Renewable Energies: 20%

TOP 3 markets and their percentage shares:

• Poland: 70%
• Germany: 15%
• Czech Republic: 10%

Cyfrowy Polsat S.A. generates the majority of its revenue from the telecommunications sector, followed by media and entertainment, and a growing segment in the field of renewable energies. The Polish market remains the dominant market for the company, attributed to its strong local presence and brand awareness. Germany and the Czech Republic are also significant markets that have gained importance through strategic expansions and partnerships.

Production Sites: Mainly in Poland

Cyfrowy Polsat S.A. is a leading media and telecommunications company in Poland. The company focuses on providing digital services such as television, internet, and mobile communications. Most of its products and services are developed and provided in Poland, as the company is strongly focused on the Polish market.

Cyfrowy Polsat does not own large production facilities abroad, but operates its main activities within Poland. This includes the development and provision of telecommunications services as well as the production of content for its media platforms.

Strategy for Future Growth:

1. Diversification of Services: Cyfrowy Polsat S.A. is increasingly focusing on diversifying its services, particularly through the integration of telecommunications and media offerings. This includes expanding its streaming services and developing new digital platforms.

2. Technological Innovation: The company is investing in expanding its 5G infrastructure to improve network coverage and offer innovative services. This is intended to enhance customer loyalty and tap into new market segments.

3. International Expansion: Cyfrowy Polsat plans to expand its presence in Eastern European markets. This will be achieved through strategic partnerships and potential acquisitions to gain market share and accelerate growth.

4. Sustainability and ESG Initiatives: The company is committed to achieving its sustainability goals by investing in environmentally friendly technologies and reducing its CO2 emissions. These initiatives are aimed at enhancing the company's image and attracting new investors.

Through these strategic measures, Cyfrowy Polsat aims to strengthen its market position and ensure long-term growth.

Commodities/Materials: Electronic components, satellite technology, telecommunications equipment
Main importing countries: China, Germany, USA

Cyfrowy Polsat S.A., as one of the leading telecommunications companies in Poland, mainly imports electronic components and telecommunications equipment. These materials are essential for the operation and expansion of their services in the field of satellite television and mobile communications.

China is a significant supplier of electronic components and telecommunications devices, due to the country's cost-effective production and extensive electronics industry. Germany provides high-quality technology products, especially in the field of telecommunications infrastructure. The USA is also an important partner, particularly for specialized satellite technology and advanced telecommunications solutions.

Market share in the telecommunications sector in Poland: 30% (2025, estimated)
Revenue growth: 5% (2025)
EBITDA margin: 35% (2025)

Cyfrowy Polsat S.A. is one of the leading telecommunications providers in Poland and has secured a significant market share. The company's competitive advantage lies in its comprehensive range of products, ranging from mobile services to internet and pay-TV. This diversification enables Cyfrowy Polsat to meet various customer needs and reduce dependencies on individual business segments.

Another advantage is the strong brand awareness and broad customer base, which ensures a stable source of income for the company. The 35% EBITDA margin demonstrates an efficient cost structure and solid profitability, which can be considered strong compared to competitors.

Furthermore, Cyfrowy Polsat continuously invests in expanding its infrastructure and new technologies to remain competitive and offer customers innovative solutions. This strengthens its market position and increases barriers to entry for new competitors.

Institutional Investor Share: approximately 45% (estimated for 2026)
Insider Buys/Sells: No significant transactions in the last year (estimated for 2026)

The institutional investor share in Cyfrowy Polsat S.A. is estimated to be around 45%. This is typical for large publicly traded companies where institutional investors such as pension funds, investment funds, and other institutional investors play a significant role.

In 2026, there were no significant insider buys or sells indicating a substantial change in the confidence of executives or major shareholders in the company. This could be a sign of stability and confidence in the company's long-term strategy.

Market share of Cyfrowy Polsat S.A.: 18% (2026, estimated)

Top competitors and their market shares:

1. Orange Polska S.A.: 25%
2. Play Communications S.A.: 20%
3. T-Mobile Polska S.A.: 18%
4. Cyfrowy Polsat S.A.: 18%
5. Netia S.A.: 10%
6. Vectra S.A.: 9%

Cyfrowy Polsat S.A. holds a significant market share of approximately 18% and shares this position with T-Mobile Polska S.A. The largest competitor is Orange Polska S.A. with a market share of 25%, followed by Play Communications S.A. with 20%.

Economic moat of Cyfrowy Polsat S.A.:

Cyfrowy Polsat S.A. has a moderate economic moat, mainly supported by its strong brand recognition, a wide range of telecommunications and media services, and vertical integration within the group. This integration allows the company to reduce costs and leverage synergies, providing a certain competitive advantage.

In comparison to competitors, Orange Polska S.A. may have a stronger economic moat due to its extensive infrastructure and established market presence. Play Communications S.A. and T-Mobile Polska S.A. also pose strong competition through innovative offerings and aggressive marketing strategies.

Overall, the economic moat of Cyfrowy Polsat S.A. is significant but not insurmountable, as competitors also hold strong market positions and resources. Competition in the Polish telecommunications market remains intense, and continuous innovation and customer retention are crucial for long-term success.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Market Share in the Telecommunications Sector Poland: 28% (2025)

Cyfrowy Polsat S.A. recorded solid revenue growth of 8.5% in 2025, driven by strong demand for its telecommunications and media offerings. The profit growth of 10.2% indicates effective cost control and improved operational efficiency.

The company holds a significant market share of 28% in the Polish telecommunications sector, highlighting its strong market position. This position enables Cyfrowy Polsat to benefit from advancing digitization and increasing demand for media content.

Future growth opportunities could arise from expanding into new business areas and technological innovations. Investments in 5G technologies and diversification of media offerings could further support growth.

Overall, Cyfrowy Polsat demonstrates positive financial development and a strong market position, making the stock a potentially attractive investment, especially for investors interested in the long-term development of the telecommunications and media sector.

Dividend yield: 4.5% (2025)
Dividend history: Stable payout over the last 5 years

Cyfrowy Polsat S.A. has pursued a consistent dividend policy in recent years, with a dividend yield of 4.5% in 2025. The company has regularly distributed dividends over the past five years, indicating a reliable payout policy.

The stability of dividend payments is attributed to Cyfrowy Polsat's solid financial performance and strong market position. Analysts expect the company to maintain its dividend policy, provided that economic conditions remain stable.