Q2 2025 Tim SA Earnings Call Transcript

Jul 31, 2025 / 01:00PM GMT

Release Date Price: R$20.71 (+3.50%)

Transcript

Key Points

Positve

Service revenues grew by 5.4% year-over-year, driven by mobile services.
EBITDA increased by 6.5%, with a 49.5% margin, reflecting improved profitability.
TIM SA (TIMB) leads in 5G technology, with 30% of traffic now flowing through the 5G network.
The company was recognized as the most sustainable Brazilian company, topping the B3 Sustainability Index.
Postpaid services have shown 12.2% year-over-year growth, with a penetration rate close to 70% of mobile service revenues.

Negative

Global volatility has increased, posing challenges to strategic initiatives.
The fixed business remains competitive, with no significant inorganic progress reported.
Negotiations with some tower companies are challenging, impacting lease costs.
Network and interconnection costs have increased due to higher international roaming and provider costs.
Regional competitors are aggressive on pricing, particularly in the Northeast, posing a threat to market share.

Operator

Good morning, ladies and gentlemen. Welcome to TIM SA 2025 second quarter results video conference call. We would like to inform you that this event is being recorded. (Operator Instructions)

Vicente Ferreira

Tim SA - Head of Investor Relations

Hello, and welcome to our earnings conference for the second quarter of 2025. I'm Vicente Ferreira, Investor Relations Officer of TIM Brazil. This video highlights our recent performance and how we see the market evolving in the first half of the year. After that, we have a live Q&A with our CEO, Alberto Griselli; and our CFO, Andrea Viegas. Please note that management may make forward-looking statements in this presentation may contain them. Refer to the disclaimer on the screen and on our Investor Relations website.

Now let's review our results.

Alberto Mario Griselli

Tim SA - Chief Executive Officer, Investor Relations Officer, Director

Hello, everyone. I'm Alberto Griselli, CEO of TIM Brazil. The first half of 2025 has been marked by strong execution and

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.