TIM SA (BSP:TIMS3)

R$ 20.37 -0.31 (-1.5%) Market Cap: 49.25 Bil Enterprise Value: 59.72 Bil PE Ratio: 14.55 PB Ratio: 0.02 GF Score: 81/100

Q1 2025 Tim SA Earnings Call Transcript

May 06, 2025 / 01:00PM GMT

Release Date Price: R$19.87 (+6.77%)

Transcript

Key Points

Positve

Mobile revenues increased by 6.2% year-over-year, driven by strong postpaid growth.
EBITDA grew by 6.7% yearly, with margin expansion reflecting efficient operational execution.
Significant growth in users following the launch of an updated version of the Meu TIM app.
Successful expansion in Sao Paolo with a 360-degree approach to customer experience and network modernization.
Strong performance in B2B IoT strategy, particularly in agribusiness, logistics, and utilities.

Negative

Prepaid segment continues to perform below expectations, with a negative growth outlook.
Inflationary pressures impacting lease payments, requiring renegotiations and cost control measures.
Highly competitive broadband market affecting TIM Live's revenue growth.
Seasonal effects and market constraints impacting prepaid revenue dynamics.
Operational challenges in maintaining ARPU growth amidst market pressures and customer migration.

Operator

Good morning, ladies and gentlemen. Welcome to TIM S.A. 2025 first quarter results video conference call. We'd like to inform you that this event is being recorded and all participants will be in listen-only mode during the company's presentation.

There will be a replay for this call on the company's website. After TIM S.A. remarks are completed, there will be a Q&A section for participants. At that time, further instructions will be given.

Vincent Ferreira;

Tim SA - Head of Investor Relations

Hello, I'm Vicente Ferreira, head of Investor Relations. Welcome to China Say's earnings conference for the first quarter of 2025. This video highlights our recent performance and how we see the market evolving in 2025.

Afterward, we'll have a live Q&A with our CEO, Alberto Griselli, and our CFO, Andrea Viegas. Please note that management may make forward-looking statements and this presentation may contain them. Refer to the disclaimer on the screen and on our investor relations website.

Now, let's review our results.

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