Update shared on 21 Nov 2025
Fair value Increased 1.43%Analysts have modestly raised their price target for Telefônica Brasil, increasing it from R$36.89 to R$37.41. They cite incremental improvements in key financial metrics, including revenue growth and profit margin forecasts.
What's in the News
- Board meetings are scheduled for November 14 and October 14, 2025, to consider and approve the declaration of Interest on Capital, including a net payout of three hundred and twenty-three million reais (Board Meeting).
- Completion of the share buyback program: 41,485,714 shares, or 1.28% of the company, were repurchased for BRL 1,200 million as of September 30, 2025 (Buyback Tranche Update).
- Aduna collaboration: Telefônica Brasil and other major mobile operators in Brazil are advancing CAMARA-compliant APIs to enhance security and drive innovation, with commercial launch targeted for the fourth quarter of 2025 (Client Announcements).
- A proposal to contribute all shares of VivaE Educa o Digital S.A. to the Vivo Ventures fund is under consideration at an October 6, 2025 board meeting (Board Meeting).
- Telefônica Brasil has been removed from the Brazil Valor BM&FBOVESPA Index (Index Constituent Drops).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from R$36.89 to R$37.41.
- Discount Rate has increased modestly from 17.80% to 18.16%.
- Revenue Growth forecast has edged up from 5.30% to 5.43%.
- Net Profit Margin estimate has improved from 13.85% to 14.00%.
- Future P/E Ratio has climbed from 19.29x to 19.68x.
Disclaimer
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