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Maria Clara Infantozzi

Maria Clara Infantozzi

Research Analyst at Itau Unibanco Holding S.A.

State of São Paulo, Brazil

Maria Clara Infantozzi is an Equity Research Associate at Itaú BBA specializing in Latin American technology and consumer sectors, with a focus on companies such as Positivo Tecnologia, Multilaser, and TOTVS. She is recognized for delivering actionable coverage, exemplified by her recent analyses on Positivo and Multilaser, where she provided market performance recommendations and target prices reflecting both growth potential and sector volatility. She began her career in equity research at Itaú BBA, where she continues to contribute insightfully to reports on top-listed technology and electronics firms, and she holds the Chartered Financial Analyst (CFA) credential. Infantozzi’s robust analytical background and industry knowledge have helped position her as a reliable voice in Brazilian equity research, particularly within the technology and consumer goods segments.

Maria Clara Infantozzi's questions to TIM (TIMB) leadership

Question · Q3 2025

Maria Clara Infantozzi asked about the growth opportunities in B2B and IoT, seeking insights into TIM's long-term goals and the expected evolution of revenues in the short term.

Answer

CEO Alberto Griselli explained that TIM's B2B and IoT strategy leverages its small legacy by focusing on specific verticals like agro-business, infrastructure, utilities, and mining, driven by a 'coverage-as-a-service' model. He outlined medium-term ambitions to expand the solutions portfolio to include security and cloud, and to enter new verticals like manufacturing, through a mix of organic growth and potential ICT inorganic moves to increase customer wallet share. He noted nearly BRL 1 billion in contracted revenues over recent years.

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Question · Q3 2025

Maria Clara Infantozzi sought further exploration of TIM's B2B and IoT growth opportunities, including long-term goals and the expected evolution of revenues in the short term.

Answer

CEO Alberto Griselli detailed TIM's B2B/IoT strategy, focusing on verticals like agro, infrastructure, utilities, and mining with a 'coverage-as-a-service' model. He outlined medium-term ambitions to expand the solutions portfolio to include security and cloud, increase verticals, and pursue both organic and inorganic growth to consolidate market positioning and customer relationships.

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Maria Clara Infantozzi's questions to VTEX (VTEX) leadership

Question · Q2 2025

Maria Clara Infantozzi from Itau BBA requested more color on the drivers behind the operational deterioration in Argentina and the competitive environment there. She also asked how VTEX's guidance accounts for a potential consumption deceleration in Brazil for the second half of the year.

Answer

CFO Ricardo Camatta Sodré explained that after showing signs of recovery in Q1, GMV growth in Argentina reversed to negative double-digits in Q2, significantly impacting results. He noted no specific changes in the competitive landscape there. Regarding Brazil, Sodré confirmed that the guidance for the second half of the year already assumes a deceleration in same-store sales, reflecting trends observed in Q2 and the prolonged high-interest-rate environment.

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