Tim S.a. · BMFBOVESPA:TIMS3

Tim — Q2 2026 Earnings Presentation

15 slides from Tim's earnings presentation, Jul 28, 2026

  1. Slide 1: Classificado como Uso Interno

    Classificado como Uso Interno

  2. Slide 2: Disclaimer

    Disclaimer This presentation contains Analysts and investors are Such forward-looking Financial figures are statements that constitute cautioned not to place undue statements are not presented forward-looking reliance on those forward-looking guarantees of future considering impacts statements regar

  3. Slide 3: 1H26 marked by solid execution across key growth engines

    Highlights 1H26 marked by solid execution across key growth engines SERV. REVENUE OP. CASH FLOW1,2 ULTRAFIBRA + 6.1% vs 6M25 + 11.7% vs 6M25 #1 in Customer Base Speed Growth³ Both mobile and fixed Healthy operating cash flow revenues with positive performance +100k net adds since Jun’25 performances

  4. Slide 4: Revenue growth increasingly supported by multiple growth engines

    Service Revenue Performance Revenue growth increasingly supported by multiple growth REVENUE GROWTH CONTRIBUTORS engines MOBILE PERFORMANCE ANOTHER POSITIVE QUARTER OF SERVICE REVENUE Postpaid reached nearly 70% of Mobile PERFORMANCE Service Revenues, highlighting the (Net Service Revenue in R$ Mln;

  5. Slide 5: Renewing our mobile portfolio to broaden market reach

    Mobile Services Best Offer Renewing our mobile portfolio to broaden market reach TIM PLAY: CONTENT TIM CONTROLE FIT: TARGETING A TIM + PICPAY: A NEW CHAPTER IN AGGREGATOR PLATFORM SPECIFIC CUSTOMER SEGMENT FINANCIAL SERVICES BEGINS OTT offering repositioning, shifting from Portfolio expansion to bet

  6. Slide 6: Bridging quality and efficiency through network modernization in main urban centers

    Mobile Services Bridging quality and efficiency through network Best Network modernization in main urban centers New 5G technology drives advanced automation, enabling dynamic traffic optimization and network self-healing 2026 ROLLOUT IN NUMBERS New addition in 2Q26 SALVADOR + São Paulo, Belo Horizo

  7. Slide 7: First steps in an AI-Powered customer journey

    Mobile Services Best Service First steps in an AI-Powered customer journey Transforming collections from a reactive debt recovery process into a proactive, intelligent and customer-centric journey powered by AI 1 2 3 4 5 ENGAGE EXPLAIN RESOLVE MONITOR LEARN Proactively contacts Tracks outcomes and C

  8. Slide 8: Consolidating TIM Ultrafibra's broadband services

    Fixed: Broadband Services 12.5% 899 Consolidating CLIENT BASE 799 3 EVOLUTION TIM's fixed 20 WITH DOUBLE- TIM FTTC broadband DIGIT NET ADDS 896 customer base is GROWTH 779 the fastest- Ultrafibra’s FTTH growing¹ in 2026 (Broadband Client Base, ‘000; %YoY) 2Q25 2Q26 positive momentum… CONSISTENT BROA

  9. Slide 9: Strategic moves reshaping a new chapter of TIM's Broadband

    Fixed: Broadband Services Strategic moves reshaping a new chapter of TIM’s Broadband Tapping into new value creation TIM’s first full convergent offer: Fiber + Mobile + Content opportunities. INDIVIDUAL REGIONAL DEDICATED EXCLUSIVE ONE BILL AND FAMILY OFFERS CUSTOMER DISCOUNTS FOR ALL I-Systems Extr

  10. Slide 10: Broadening the B2B portfolio as revenue gains relevance

    B2B Evolution Broadening the B2B portfolio as revenue gains relevance B2B UPDATES NEW PROJECTS B2B REVENUE AT STRONG AGRICULTURE New CNH Partnership PACE (LTM) (B2B Service Revenue¹ in R$ Mln; %YoY) 29.6 Mln Expanding connectivity presence total hectares covered through 2 Mln hectares across with 4G

  11. Slide 11: EBITDA and EBITDA-AL growth benefited from operational and lease cost efficiencies

    Financials EBITDA and EBITDA-AL growth benefited from operational and lease cost efficiencies RESILIENT EBITDA WITH MARGIN EXPANSION SUSTAINED EBITDA-AL EVOLUTION (EBITDA1 in R$ Mln & Margin in %; %YoY) (EBITDA-AL1 in R$ Mln & Margin-AL in %; %YoY) 3,586 2,802 3,351 7.0% EBITDA 51.5% 2,600 7.8% EBIT

  12. Slide 12: Continued profitability expansion reflecting consistent execution

    Financials Continued profitability expansion reflecting consistent execution NET INCOME AT SOLID PACE BELOW EBITDA HIGHLIGHTS OF (Net income1 in R$ Mln; %YoY) THE QUARTER Consolidation of recent M&As -20 (I-Systems and V8): 234 -194 9 • Impact on D&A: -R$ 65 Mln 31 • Impact on Net Financial Result:

  13. Slide 13: Cash flow evolution backed by solid operational momentum

    Financials Cash flow evolution backed by solid operational momentum (In 6M26) MAINTAINING A DOUBLE-DIGIT GROWTH TRAJECTORY (OpCF represents EBITDA-AL1 minus Capex in R$ Mln; %YoY) A WELL-POSITIONED BALANCE SHEET 3,037 SOLID CASH POSITION 11.7% R$ 4.5 Bln in Cash 2,719 (I-Systems acquisition fully pa

  14. Slide 14: ESG as a strategic driver of sustainable value creation

    ESG as a strategic driver of sustainable value creation Environmental Social Governance 100% renewable electricity Building a More Diverse, Digital Strong Governance Foundations powering a lower-carbon future and Connected Society Reinforce Long-Term Value Creation 100% 27.0% Black people in Pro Eth

  15. Slide 15: 2H26: Focused execution to deliver our strategic goals and accelerate operational transformation

    Closing Remarks 2H26: Focused execution to deliver our strategic goals and accelerate operational transformation Growth Engines Efficiency AI Transformation Expand market reach and unlock new growth Our efficiency program as a value Multiple agents deployed, building the foundation for a opportuniti

TIM — Q2 2026 Earnings Presentation on 6ix