Update shared on 06 Nov 2025
Fair value Increased 2.41%Narrative Update on Telefônica Brasil
Analysts have raised their price target for Telefônica Brasil from R$36.02 to R$36.89, reflecting subtle adjustments to growth and profitability expectations.
What's in the News
- Telefônica Brasil completed the repurchase of 41,485,714 shares, representing 1.28% of its share capital for BRL 1.2 billion, as part of its ongoing buyback program (Company filings).
- The company, alongside other major operators, is advancing towards the commercial launch of CAMARA-compliant APIs in Brazil. The aim is for the fourth quarter of 2025 to enhance security and prevent fraud in the rapidly expanding digital sector (Company statement).
- On October 14, 2025, the Board approved the declaration of Interest on Capital totaling BRL 380 million gross, with a net distribution after taxes of BRL 323 million (Board meeting agenda).
- Telefônica Brasil was recently removed from the Brazil Valor BM&FBOVESPA Index (Company notice).
- The Board is considering the transfer of all shares in VivaE Educa o Digital S.A. to the Vivo Ventures investment fund as part of its strategic asset management (Board meeting agenda).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from R$36.02 to R$36.89.
- Discount Rate remains unchanged at 17.80%.
- Revenue Growth projection has fallen modestly from 5.65% to 5.30%.
- Net Profit Margin estimate has declined slightly from 14.01% to 13.85%.
- Future P/E ratio forecast has increased marginally from 19.24x to 19.29x.
Disclaimer
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