Orange S.A.·Communication Services

Orange S.A. is reiterated as a Buy, supported by robust fundamentals, attractive dividends, and continued growth from strategic initiatives. ORANY's Q1 showed 6.6% EBITDAaL growth, strong African/Middle East momentum, and advancing synergies from the MasOrange merger and potential SFR acquisition. EBITDAaL guidance for 2026 was raised, while still targeting €4 billion organic cash flow and net debt reduction to ~2x in the medium-term, with dividends set to rise through 2027.

Orange S.A. (ORANY) Q1 2026 Earnings Call Transcript

France's Bouygues, Orange and Free-iliad Group are in exclusive talks with Altice Group for the acquisition of most of its French telecommunications operations.
Orange S.A. provides various fixed telephony and mobile telecommunications, data transmission, and other value-added services to customers, businesses, and other telecommunications operators in France and internationally. It operates through France; Spain and Other European Countries; The Africa and Middle East; Enterprise; International Carriers & Shared Services; and Mobile Financial Services segments. The company offers mobile services, such as voice, SMS, and data; fixed broadband and narrowband services, as well as fixed network business solutions, including voice and data; and convergence packages. It also sells mobile handsets, mobile terminals, broadband equipment, connected devices, and accessories. In addition, the company provides IT and integration services comprising unified communication and collaboration services, such as LAN and telephony, consultancy, integration, and project management; hosting and infrastructure services, including cloud computing; customer relations management and other applications services; security services; and video conferencing, as well as sells related equipment. Further, it offers national and international roaming services; online advertising services; and mobile virtual network operators, network sharing, and mobile financial services, as well as sells equipment to external distributors and brokers. Orange S.A. markets its products and services under the Orange brand. The company was formerly known as France Telecom and changed its name to Orange S.A. in July 2013. Orange S.A. was founded in 1990 and is headquartered in Issy-les-Moulineaux, France.
Communication Services
Telecommunications Services
126,909
2009-02-13
0.26