TELEFONICA BRASIL S.A. (VIV) Form 6-K — Sep 1, 2026
Telefônica Brasil reported Q2 2026 consolidated net operating revenue of R$15.76 billion, up 7.6% year over year, with consolidated net income of R$1.57 billion, up 17.1% from R$1.34 billion a year earlier. Basic and diluted EPS rose 18.5% to R$0.49210 from R$0.41528. The filing details the completion of full FiBrasil ownership: after buying 50% from Grupo La Caisse for R$858,002 thousand in November 2025, the Company acquired the remaining 24.99% from Telefônica Infra on May 18, 2026 for R$458,720 thousand, and the Board approved a merger of FiBrasil into the Company on June 16, 2026.
Key figures
- Eps
- R$0.49210 (Q2 2026 basic and diluted); R$0.89 for H1 2026
- Revenue
- R$15,757,400 thousand (Q2 2026 consolidated net operating revenue; R$31,214,415 thousand for H1 2026)
- Net Income
- R$1,567,560 thousand (Q2 2026 consolidated); R$2,824,111 thousand (H1 2026 consolidated)
- Total Debt
- R$19,716,509 thousand (consolidated leases, debentures, loans, 5G licenses and other creditors at June 30, 2026, down from R$20,346,681 thousand)
- Revenue Yoy
- +7.6% YoY (Q2 2026 consolidated)
- Cash Position
- R$8,484,361 thousand (consolidated cash and cash equivalents at June 30, 2026, up from R$7,032,339 thousand at December 31, 2025)
- Shares Outstanding
- 3,195,606 thousand common shares (weighted average outstanding, excluding 30,940,270 treasury shares)
- Eps yoy q2
- +18.5%
- Fibrasil goodwill
- R$631,169 thousand
- Net income yoy q2
- +17.1%
- Fibrasil debentures
- R$865,000 thousand at 7.36% per year, IPCA-linked, maturing April 2034
- Controlling group stake
- 77.13%
- Share buyback program max
- R$1 billion (February 23, 2026 to February 22, 2027; no shares repurchased in H1 2026)
- Fibrasil remeasurement gain
- R$128,750 thousand
- Provisions for legal claims
- R$7,363,346 thousand at June 30, 2026
- Return of capital march 2026
- R$4,000,000 thousand
- Interim interest on equity 2026
- R$1,720,000 thousand gross (R$1,419,000 thousand net)
- Fibrasil 50pct acquisition price
- R$858,002 thousand (paid to Grupo La Caisse on November 12, 2025)
- Gross profit q2 2026 consolidated
- R$7,175,990 thousand
- Fibrasil 24 99pct acquisition price
- R$458,720 thousand (paid to TEF Infra on May 18, 2026)
- Smp burden contingency possible loss
- R$1,257,529 thousand
- Operating income q2 2026 consolidated
- R$2,597,477 thousand
AI analysis
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