TIM S.A.

BOVESPA:TIMS3 주식 리포트

시가총액: R$53.9b

TIM 경영진

경영진 기준 점검 2/4

TIM CEO는 Alberto Griselli, Jan2022 에 임명되었습니다 의 임기는 4.33 년입니다. 는 R$16.18M 가치에 해당하는 회사 주식의 0.03% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 3.8 년과 3.2 년입니다.

핵심 정보

Alberto Griselli

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간4.3yrs
CEO 지분 보유율0.03%
경영진 평균 재임 기간3.8yrs
이사회 평균 재임 기간3.2yrs

최근 경영진 업데이트

Recent updates

분석 기사 May 16

Statutory Profit Doesn't Reflect How Good TIM's (BVMF:TIMS3) Earnings Are

Even though TIM S.A. ( BVMF:TIMS3 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says...
분석 기사 May 10

TIM S.A. (BVMF:TIMS3) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that TIM S.A. ( BVMF:TIMS3 ) released its quarterly result to the market. The early...
내러티브 업데이트 May 05

TIMS3: Governance Resolutions And Buybacks Will Support A Steady Outlook

Analysts now see TIM's fair value edging up from R$27.31 to R$27.81. This reflects slightly higher assumptions for long term profit margins and future P/E, while revenue growth and the discount rate are kept broadly unchanged.
내러티브 업데이트 Apr 20

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.
새로운 내러티브 Apr 13

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?
내러티브 업데이트 Apr 04

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).
내러티브 업데이트 Mar 20

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.
내러티브 업데이트 Mar 06

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).
내러티브 업데이트 Feb 19

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.
분석 기사 Feb 13

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

It's been a pretty great week for TIM S.A. ( BVMF:TIMS3 ) shareholders, with its shares surging 11% to R$28.29 in the...
내러티브 업데이트 Feb 05

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.
내러티브 업데이트 Jan 22

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).
분석 기사 Jan 16

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

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
내러티브 업데이트 Jan 06

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.
분석 기사 Dec 26

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

With a price-to-earnings (or "P/E") ratio of 12.8x TIM S.A. ( BVMF:TIMS3 ) may be sending bearish signals at the...
내러티브 업데이트 Dec 20

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).
내러티브 업데이트 Dec 06

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).
내러티브 업데이트 Nov 22

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.
분석 기사 Nov 14

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

The subdued stock price reaction suggests that TIM S.A.'s ( BVMF:TIMS3 ) strong earnings didn't offer any surprises...
내러티브 업데이트 Nov 07

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.
분석 기사 Nov 06

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

Last week saw the newest third-quarter earnings release from TIM S.A. ( BVMF:TIMS3 ), an important milestone in the...
분석 기사 Oct 09

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

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
내러티브 업데이트 Sep 26

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.
분석 기사 Sep 18

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Sep 11

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.
내러티브 업데이트 Aug 27

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.
분석 기사 Aug 07

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

When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 8x, you may consider TIM...
분석 기사 Jun 26

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
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새로운 내러티브 Dec 01

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
재임 기간

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...


리더십 팀

이름직위재임 기간보수지분
Alberto Griselli
President4.3yrs데이터 없음0.030%
R$ 16.2m
Andrea Palma Marques
Chief Financial Officer3.3yrs데이터 없음0.0050%
R$ 2.7m
Lima Mattar
Chief Information Officerno data데이터 없음0.0015%
R$ 829.5k
Vicente de Moraes Ferreira
Investor Relations Officerless than a year데이터 없음0.00086%
R$ 463.2k
Marcos Antonio De Athayde
Vice President of Brand & Communicationno data데이터 없음데이터 없음
Maria Russo
People, Culture & Organization Officer5yrs데이터 없음0.0048%
R$ 2.6m
Renato Ciuchini
VP, Chief New Bossiness & Innovation Officerno data데이터 없음데이터 없음
3.8yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: TIMS3의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).


이사회 구성원

이름직위재임 기간보수지분
Alberto Griselli
President4.3yrs데이터 없음0.030%
R$ 16.2m
Gesner de Oliveira Filho
Independent Director3.2yrs데이터 없음데이터 없음
Adrian Calaza Noia
Chairman4.1yrs데이터 없음0.0032%
R$ 1.7m
Gigliola Bonino
Director2.8yrs데이터 없음데이터 없음
Elias de Matos Brito
Member of Fiscal Council3.2yrs데이터 없음데이터 없음
Leonardo De Capdeville
Directorno data데이터 없음데이터 없음
Flavia Bittencourt
Independent Director6.3yrs데이터 없음데이터 없음
Walmir Kesseli
Chairman of the Fiscal Council2.2yrs데이터 없음데이터 없음
Denísio Augusto Delfino
Directorless than a year데이터 없음데이터 없음
Camillo Greco
Directorless than a year데이터 없음데이터 없음
Claudio Ezio Ongaro
Director4.4yrs데이터 없음데이터 없음
Alessandra Michelini
Director1.7yrs데이터 없음데이터 없음
3.2yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 이사회: TIMS3의 이사회경험이 있음으로 간주됩니다(평균 재임 3.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 22:02
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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분석가 소스

TIM S.A.는 32명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Michel MorinBarclays
Mathieu RobilliardBarclays
Maurice PatrickBarclays