TIM S.A.

BOVESPA:TIMS3 株式レポート

時価総額:R$61.5b

TIM マネジメント

マネジメント 基準チェック /24

TIMの CEO はAlberto Griselliで、 Jan2022年に任命され、 の在任期間は 4.33年です。 は、会社の株式の0.009%を直接所有しており、その価値はR$ 5.68M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と3.2年です。

主要情報

Alberto Griselli

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間4.3yrs
CEOの所有権0.009%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間3.2yrs

経営陣の近況

Recent updates

TIMS3: Lease Efficiency And Governance Changes Will Shape Measured Outlook

Analysts have nudged their fair value estimate for TIM slightly higher to R$27.31, reflecting small tweaks to assumptions about revenue growth, profit margins, and the forward P/E outlook. What's in the News TIM issued earnings guidance for 2026, indicating expected service revenue growth of around 5% year over year.

5G Expansion And ESG Commitments Will Constrain Margins And Future Cash Generation

Catalysts About TIM TIM operates mobile, broadband and B2B connectivity and digital services in Brazil. What are the underlying business or industry changes driving this perspective?

TIMS3: Governance Updates And Lease Efficiency Plan Will Support Balanced Outlook

Analysts have raised their price target for TIM to R$26.98 from R$26.22, citing updated assumptions for slightly stronger revenue growth, a modestly higher profit margin, and a largely unchanged forward P/E. What's in the News Shareholders approved an amendment and restatement of TIM S.A.'s by laws at the Ordinary and Extraordinary General Meeting held on March 30, 2026, updating the company's formal governance framework (Key Developments).

TIMS3: Buybacks And Fibre Stake Talks Will Shape Balanced Outlook

Analysts now see TIM’s fair value edging up from R$26.02 to R$26.22, reflecting slightly different views on revenue growth, profit margins and future P/E, which together support a modestly higher price target. What's in the News TIM scheduled a board meeting on March 18, 2026, to decide on a proposal for paying interest on shareholders' equity, which directly relates to how cash returns may be allocated to investors.

TIMS3: Tower Deal And Buyback Activity Will Shape Balanced Outlook

Analysts nudged their fair value estimate for TIM higher to R$26.02 from R$25.81, citing only small adjustments to long term revenue growth assumptions, profit margins and future P/E expectations. What's in the News TIM set a Special and Extraordinary Shareholders Meeting for March 31, 2026, in Rio de Janeiro, with details indicating a broad agenda for shareholder decisions (company event filing).

TIMS3: Fibre Buyback Talks And Tower Deal Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for TIM higher to R$25.81 from R$25.66, supported by updated assumptions that include slightly different revenue growth, profit margin and forward P/E expectations, along with a small adjustment to the discount rate. What's in the News TIM is in talks to buy back a 51% stake in fibre network unit I-Systems, which it previously sold to IHS Towers in 2021, with the stake described as potentially worth around US$170 million.

TIM S.A. (BVMF:TIMS3) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Feb 13
TIM S.A. (BVMF:TIMS3) Full-Year Results: Here's What Analysts Are Forecasting For This Year

TIMS3: Fibre Unit Reacquisition Talks And Board Agenda Will Guide Steady Outlook

Analysts have nudged their price target on TIM slightly higher to reflect updated assumptions around revenue growth of about 4.37% and a P/E near 19.62x, while keeping fair value broadly in line at about $25.66 per share. What's in the News TIM S.A. is in talks to buy back a 51% stake in fibre network unit I Systems, a business it previously controlled, in a potential deal valued around $170 million.

TIMS3: Upcoming Board Agendas And Stable Outlook Will Shape Measured Upside Potential

Analysts have nudged their price target on TIM slightly lower to $25.66 from $25.81, reflecting fine tuning of assumptions around revenue growth, profit margins and future P/E expectations. What's in the News TIM has scheduled a board meeting for Dec 16, 2025, at 09:00 US Eastern Standard Time to review activities of the Environmental, Social & Governance Committee, Control and Risks Committee, and Statutory Audit Committee; consider profit distribution to shareholders; review the Industrial Plan; and approve the 2026 budget (Key Developments).

Returns On Capital Are Showing Encouraging Signs At TIM (BVMF:TIMS3)

Jan 16
Returns On Capital Are Showing Encouraging Signs At TIM (BVMF:TIMS3)

TIMS3: Future Board Actions And New Site Buildout Will Unlock Upside

Analysts have kept their price target for TIM effectively unchanged at about $25.81. This reflects only minimal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions.

Unpleasant Surprises Could Be In Store For TIM S.A.'s (BVMF:TIMS3) Shares

Dec 26
Unpleasant Surprises Could Be In Store For TIM S.A.'s (BVMF:TIMS3) Shares

TIMS3: Future Board Decisions Will Support Upside From Expanded Infrastructure Partnership

Narrative Update on TIM Analyst Price Target Analysts have raised their price target on TIM slightly, to approximately $25.81 from about $25.59, citing marginal improvements in forward valuation multiples and profit margin expectations while keeping growth assumptions largely unchanged. What's in the News TIM has scheduled a December 16, 2025 board meeting to review ESG, risk, and audit committee activities, decide on profit distribution to shareholders, and approve the 2026 industrial plan and budget (company filing).

TIMS3: Future Board Actions And Network Buildout Will Support Balanced Outlook

Narrative Update on TIM Analyst Price Target Analysts have trimmed their price target on TIM slightly, lowering it by approximately $0.07 as they incorporate marginally softer long term assumptions for valuation multiples, while leaving core growth and profitability expectations largely unchanged. What's in the News IHS Brazil signed a New Site agreement with TIM S.A. to build up to 3,000 telecom sites across multiple Brazilian regions, with an initial minimum deployment of 500 sites, extending their infrastructure partnership that began in 2020 (Key Developments).

TIMS3: Board Oversight And Network Expansion Will Support Measured Performance Ahead

Analysts have raised their price target for TIM slightly, from $25.42 to approximately $25.66. They cite incremental improvements in profit margin forecasts and overall valuation metrics as reasons for the change.

TIM's (BVMF:TIMS3) Performance Is Even Better Than Its Earnings Suggest

Nov 14
TIM's (BVMF:TIMS3) Performance Is Even Better Than Its Earnings Suggest

TIMS3: Board Decisions And Infrastructure Expansion Will Drive Steady Performance

Narrative Update on TIM: Analyst Price Target Revision Analysts have increased their price target for TIM from $24.69 to $25.42. This reflects slightly higher profit margin forecasts and only minor changes to growth and valuation assumptions.

TIM S.A. Just Beat EPS By 33%: Here's What Analysts Think Will Happen Next

Nov 06
TIM S.A. Just Beat EPS By 33%: Here's What Analysts Think Will Happen Next

TIM's (BVMF:TIMS3) Returns On Capital Are Heading Higher

Oct 09
TIM's (BVMF:TIMS3) Returns On Capital Are Heading Higher

5G Expansion And IoT Integration Will Unlock Telecom Potential

With consensus forecasts for TIM’s future P/E and revenue growth essentially flat, the analyst price target saw only a marginal upward revision to R$24.69. What's in the News Board meeting held to resolve agreements related to the company's energy self-production project.

TIM (BVMF:TIMS3) Seems To Use Debt Quite Sensibly

Sep 18
TIM (BVMF:TIMS3) Seems To Use Debt Quite Sensibly

5G Expansion And IoT Integration Will Unlock Telecom Potential

TIM’s future P/E has risen markedly while its net profit margin has declined, suggesting higher investor expectations despite weaker profitability, resulting in a negligible analyst price target increase from R$24.09 to R$24.35. What's in the News Board meeting scheduled to review activities of ESG, Control & Risks, and Statutory Audit Committees, consider amendments to Corporate Risk Management Policy, acknowledge quarterly financial report, and discuss other matters.

5G Expansion And IoT Integration Will Unlock Telecom Potential

TIM’s consensus revenue growth forecast has edged down while its future P/E multiple has ticked up, leaving the analyst price target largely unchanged with a marginal increase to R$23.74. What's in the News Board to review ESG, Audit, and Control & Risks Committee activities, consider amendment to Corporate Risk Management Policy, and acknowledge quarterly financial report.

Pinning Down TIM S.A.'s (BVMF:TIMS3) P/E Is Difficult Right Now

Aug 07
Pinning Down TIM S.A.'s (BVMF:TIMS3) P/E Is Difficult Right Now

There's Been No Shortage Of Growth Recently For TIM's (BVMF:TIMS3) Returns On Capital

Jun 26
There's Been No Shortage Of Growth Recently For TIM's (BVMF:TIMS3) Returns On Capital

We Think TIM's (BVMF:TIMS3) Profit Is Only A Baseline For What They Can Achieve

May 15
We Think TIM's (BVMF:TIMS3) Profit Is Only A Baseline For What They Can Achieve

Earnings Beat: TIM S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

May 07
Earnings Beat: TIM S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
User avatar

Rock-Solid Expansion And Tactical Innovation To Propel Earnings Growth

Aggressive sponsorship initiatives and network investments may boost brand perception, customer base, and mobile services revenue, enhancing net margins through efficiencies.

CEO

Alberto Griselli (56 yo)

4.3yrs
在職期間

Mr. Alberto Mario Griselli is Non-Executive Director of Digicel Group Limited. He is President of TIM S.A. at Telecom Italia S.p.A. Mr. Griselli served as Interim Chief Financial Officer of TIM S.A. since...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Alberto Griselli
President4.3yrsデータなし0.0092%
R$ 5.7m
Andrea Palma Marques
Chief Financial Officer3.3yrsデータなし0.0016%
R$ 984.1k
Lima Mattar
Chief Information Officerno dataデータなし0.00035%
R$ 215.3k
Vicente de Moraes Ferreira
Investor Relations Officerless than a yearデータなしデータなし
Marcos Antonio De Athayde
Vice President of Brand & Communicationno dataデータなしデータなし
Maria Russo
People, Culture & Organization Officer5yrsデータなし0.0020%
R$ 1.2m
Renato Ciuchini
VP, Chief New Bossiness & Innovation Officerno dataデータなしデータなし
3.8yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: TIMS3の経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Alberto Griselli
President4.3yrsデータなし0.0092%
R$ 5.7m
Gesner de Oliveira Filho
Independent Director3.2yrsデータなしデータなし
Adrian Calaza Noia
Chairman4.1yrsデータなし0.0032%
R$ 1.9m
Gigliola Bonino
Director2.8yrsデータなしデータなし
Elias de Matos Brito
Member of Fiscal Council3.2yrsデータなしデータなし
Leonardo De Capdeville
Directorno dataデータなしデータなし
Flavia Bittencourt
Independent Director6.3yrsデータなしデータなし
Walmir Kesseli
Chairman of the Fiscal Council2.2yrsデータなしデータなし
Denísio Augusto Delfino
Directorless than a yearデータなしデータなし
Camillo Greco
Directorless than a yearデータなしデータなし
Claudio Ezio Ongaro
Director4.4yrsデータなしデータなし
Alessandra Michelini
Director1.7yrsデータなしデータなし
3.2yrs
平均在職期間
57yo
平均年齢

経験豊富なボード: TIMS3の 取締役会経験豊富 であると考えられます ( 3.2年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/03 09:43
終値2026/04/30 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

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アナリスト筋

TIM S.A. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Michel MorinBarclays
Maurice PatrickBarclays
Mathieu RobilliardBarclays