Telefonica Brasil: A Solid Strategy To Hold And Grow

  • TelefĂ´nica Brasil leads Brazil's telecom market with strong postpaid, fiber, and digital solutions, driving the country's digital transformation and expanding its B2B and fintech ecosystem. Q1 2025 showed solid growth: 116M+ total accesses, 7.7% postpaid increase, nearly tripled 5G coverage, 8.1% EBITDA growth, and net profit up 18.1% YoY. Attractive valuation with EV/EBITDA FWD at 4.5x versus the sector average of 8.1x, strong margins (EBITDA 31.3%, net 10.1%), and projected EPS growth above 20% in coming years.