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Update shared on02 Sep 2025

Fair value Increased 1.22%
AnalystConsensusTarget's Fair Value
R$35.59
5.9% undervalued intrinsic discount
04 Sep
R$33.48
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1Y
21.5%
7D
-1.4%

Telefônica Brasil’s valuation outlook remains stable as both future P/E and revenue growth expectations are virtually unchanged, resulting in only a marginal increase in fair value, with the consensus analyst price target rising slightly from R$35.16 to R$35.59.


What's in the News


  • Telefônica Brasil was removed from the Brazil Valor BM&FBOVESPA Index.
  • The board approved Interest on Capital of BRL 250 million (net BRL 212.5 million) based on the July 2025 balance sheet.
  • The company completed a buyback tranche, repurchasing 40.1 million shares (1.24%) for BRL 0.73 million.
  • The board approved additional Interest on Capital declarations based on the June 2025 balance sheet.
  • The board reviewed a proposed Share Purchase Agreement and discussed the cancellation of treasury shares.

Valuation Changes


Summary of Valuation Changes for Telefônica Brasil

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from R$35.16 to R$35.59.
  • The Future P/E for Telefônica Brasil remained effectively unchanged, moving only marginally from 18.78x to 19.01x.
  • The Consensus Revenue Growth forecasts for Telefônica Brasil remained effectively unchanged, at 5.6% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.