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    VIVT4   BRVIVTACNPR7

TELEFÔNICA BRASIL S.A.

(VIVT4)
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Telefônica Brasil S A : Corporate Presentation | Nov-20

11/09/2020 | 09:02am EDT

Corporate Presentation

Telefônica Brasil S.A. Investor Relations

N o v e m b e r , 2 0 2 0

Vivo is the market leader in Brazil and has the best assets to capture growth opportunities and generate even higher returns

Perspectives of economic recovery after Covid-19 shock

Outlook

Regulatory framework modernization through Law 13.879

Telecom Market: significant opportunities in fiber, mobile, and

digital services

60% of fixed revenues are composed of growing businesses

Growth

Fiber deployment continues at full speed

80% of MSR from postpaid customers, with leadership reaffirmed

Multiple initiatives in the digital space

Resilient revenue base with

positive outlook for the

future

Efficiency and

Returns

  • Digitalization and simplification driving resilient EBITDA
  • Smart capex allocation improving returns
  • Strong FCF generation, even with solid investments, supporting higher shareholder remuneration

Strong FCF and Net

Income evolution

One of the top 10 companies in the new S&P/B3 Brasil ESG Index

ESG

Conversion of Preferred Shares into Common Shares underway¹

Winner of UNESCO's Hamdan Prize for teacher effectiveness

Recognition of Vivo as one of 150 best places to work in 2020²

Consistent focus on ESG

1 - Unification of share classes approved by the Extraordinary Shareholder Meeting and Special General Meeting of Preferred Shareholder. 2 - According to Great Place to Work®

2

Economic recovery and positive evolution of the regulatory framework will enable Vivo

to unlock significant value

OUTLOOK

Key economic drivers

  • Economic activity recovers as a result of the flexibilization of isolation measures, along with the government's financial aid
  • Record low interest rates with inflation forecasts below target
  • Economic reforms are underway to address fiscal risks

Outlook1 of economic recovery after Covid-19 shock

19A

20E

21E

22E

23E

GDP Growth %

1.1%

-4.8%

3.4%

2.5%

2.5%

CPI %, EoP

4.3%

3.0%

3.1%

3.5%

3.3%

Exch. rate R$/US$

4.0

5.4

5.2

4.9

4.9

Positive evolution of the sector's regulation

  • New law 13.879 will allow fixed voice concessionaires to migrate to an authorization framework, incentivizing investments in modern technologies
  • Companies will be able to significantly reduce their legacy spend and focus their capital on up-to-date, future-proofsolutions
  • Law 13.879 is also important for the mobile business, as it permits the automatic renewal of spectrum
  • The 5G spectrum auction is likely to focus on coverage obligations and expected to take place by the end of 1H21

1 - Source: Banco Central's Focus Bulletin - October 23, 2020.

3

The market is witnessing positive trends across key segments, in which Vivo is the leading operator in Brazil

OUTLOOK

Key market trends

1

Accelerated FTTH expansion

UBB will maintain a double-digit growth in the coming

years, driven by low penetration (31%)1

2

Market consolidation

Improving competitive scenario, capital intensive market

and fragmented FBB players

3

Preparation for 5G

5G DSS already launched in some cities. Kick-off of the

5G era in Brazil with the spectrum auction in 2021

4

Focus on new revenue streams

Aiming to play a role in Digital Services, telcos will

expand their reach

5

IoT massification

IoT will gain traction in Brazil, mainly in fleet

management, agro, smart building and smart cities

Key metrics

Vivo Accesses Market Share

September/2020

Mobile

Broadband

Pay TV

33.6%

18.6%

8.4%

76.7 mn accesses

6.4 mn accesses

1.3 mn accesses

Postpaid

FTTH

IPTV

38.3%

21.0%

80.2%

44.0 mn accesses

3.1 mn accesses

0.9 mn accesses

1 - Penetration over ABC households and B2B.

4

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

Telefônica Brasil SA published this content on 09 November 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 09 November 2020 14:01:05 UTC


© Publicnow 2020
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Managers and Directors
Christian Mauad Gebara Chief Executive Officer & Director
David Melcon Sanchez-Friera Chief Financial & Investor Relations Officer
Eduardo Navarro de Carvalho Chairman
Francisco Javier de Paz Mancho Director
Luiz Fernando Furlán Director
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