TIMB · TIMB Q2 FY2026 earnings call record财报电话会记录

“We deliver revenue growth, profitability expansion, and cash generation in a balanced way while continuing to diversify our revenue profile and strengthen our operation.”

“EBITDA grew around 7% in the first half, while EBITA after lease increased close to 8%, supported by operational efficiency, cost discipline, and continued margin expansion.”

“In broadband, Ultrafibra maintained positive momentum with customer expansion and consistent revenue growth, strengthening its relevance within our portfolio.”

“It combines fiber, mobile, and content to strengthen its value proposition in selected markets, enabling TIM to target new pockets of growth while supporting LTV-oriented actions.”

“One example is collections, where artificial intelligence supports more proactive and personalized interactions with customers in debt collection and negotiating processes.”

“With more than 2 million customers engaged in a meaningful improvement in recovery rates through the artificial intelligence agents.”

“How does the I-Systems acquisition change your FTTH build economics and homes passed ambition, and what incremental CapEx commitment should we expected?”

“Therefore, once we acquired and we own back our network, this is one of the growth vectors of our company going forward on our own network, besides the agreement that we have with V.tal.”

“When it comes to the additional CapEx, basically, we already discussed in previous quarters that we saw some kind of upside risks on our CapEx profile, meaning that we are optimizing our CapEx base through a number of different mechanisms.”

“The acquisition of I-Systems, as I was saying, basically I-Systems has a positive impact on OpEx and potentially a negative impact on CapEx.”

“The impact of the macro environment, it's volatile, but we are not seeing a slowdown in the B2B line.”

“We are working hard in mitigate this impact besides the one-off, of course, working with our credit score models and customer segmentation.”