Poland’s Fibre market consolidates around Orange, Iliad and Deutsche Telekom

Poland’s fibre market has been transformed over the past years. Fiber premises passed nearly doubled between 2021 and 2025, climbing from 6.2 million to 11.3 million. On the wholesale market, Orange Group leads with 10.4 million total premises reached at Q2 2026, out of which 3.3 million premises are operated by wholesale fiberco Światłowód Inwestycje’s (SI). It is followed by Netia Wholesale, PŚO, Fiberhost, Nexera, Vectra and Toya. On retail, Orange again leads with 1.76 million subscribers, followed by T-Mobile, Play, Netia and Inea. Yet take-up remains modest, with only around 45% of Polish households projected to have fiber services by the end of the year. A roughly 5-million-premise gap between summed and unique passed figures also points to urban overbuild even as rural areas remain underserved.

Acceleration of the consolidation: peek through the recent M&A

The slowing growth of new premises passed in dense areas is one of the factors explaining why consolidation has become the defining trend of the past 12–18 months, with several deals reshaping the landscape in quick succession: