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Daniel Carabolante Travitzky

Daniel Carabolante Travitzky

Research Analyst at J.safra Asset Management Corp.

State of São Paulo, Brazil

Daniel Carabolante Travitzky is an Equity Research Associate at Safra, specializing in equity research within the Brazilian market. He collaborates with senior analysts to cover various public companies, conducting fundamental analysis and supporting investment recommendations, though specific companies and quantifiable performance metrics have not been publicly disclosed. Travitzky began his research career at Safra in São Paulo, reflecting his focus in Latin American markets. While detailed information on professional credentials such as FINRA registration or securities licenses is not available, his current role highlights core expertise in financial and market analysis.

Daniel Carabolante Travitzky's questions to COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP (SBS) leadership

Question · Q2 2025

Daniel Travitzky from Safra asked for an explanation for the increase in delinquency rates during the quarter. He also requested more details about the recently announced smart metering agreement.

Answer

CFO Daniel Szlak attributed the higher delinquency to three factors: lapping BRL 60 million in settlements from the prior year, the recent tariff increase, and a lagging effect from customers who had discounts removed and were subsequently reinvoiced. CEO Carlos Augusto Leone Piani detailed the BRL 3.8 billion smart meter contract with Vivo (Telefonica), explaining it's a turnkey project to deploy 4.4 million NB-IoT enabled units by 2029, primarily to meet concession obligations in São Paulo and São José dos Campos.

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