Cosan S.A. (CSAN) Q3 2025 Earnings Call Transcript

Cosan S.A. ( CSAN ) Q3 2025 Earnings Call November 17, 2025 9:00 AM EST Company Participants Rodrigo Alves - Chief Financial & Investor Relations Officer Marcelo Martins - CEO & Vice Chairman Conference Call Participants Gabriel Coelho Barra - Citigroup Inc., Research Division Isabella Simonato - BofA Securities, Research Division Thiago Duarte - Banco BTG Pactual S.A., Research Division Matheus Enfeldt - UBS Investment Bank, Research Division Monique Greco - Itaú Corretora de Valores S.A.

Seeking Alpha • Nov 17, 2025

Brazil's Cosan plans $1.9B debt reduction through capital raise

Cosan, Brazil's largest sugar and ethanol producer, aims to raise as much as 10 billion reais ($1.9 billion) in a public offering to address its increasing debt burden.

Invezz • Sep 22, 2025

Cosan S.A. (CSAN) Shareholder/Analyst Call Transcript

Cosan S.A. (NYSE:CSAN ) Shareholder/Analyst Call September 22, 2025 8:00 AM EDT Company Participants Rodrigo Alves - Chief Financial & Investor Relations Officer Marcelo Martins - CEO & Vice Chairman Conference Call Participants Renato Secondo Mazzola - BTG Pactual Gestora de Recursos Ltda Ralph Gustavo Rosenberg Thiago Duarte - Banco BTG Pactual S.A., Research Division Isabella Simonato - BofA Securities, Research Division Matheus Enfeldt - UBS Investment Bank, Research Division Gabriel Coelho Barra - Citigroup Inc., Research Division Monique Greco - Itaú Corretora de Valores S.A.

Seeking Alpha • Sep 22, 2025

Cosan: A Holding Company Running Out Of Rope

Cosan S.A.'s financial flexibility relies on asset sales and debt rollover, not recurring cash flow, leaving little margin for error amid high interest rates in Brazil. Raízen, Cosan's key subsidiary, faces severe cash burn and rising leverage, making a turnaround there crucial for Cosan's recovery thesis. Current high Selic rates and weak dividends keep Cosan's interest coverage ratio under pressure, with no clear short- or medium-term relief in sight.

Seeking Alpha • Aug 21, 2025

Cosan S.A. (CSAN) Q2 2025 Earnings Call Transcript

Cosan S.A. (NYSE:CSAN ) Q2 2025 Earnings Conference Call August 15, 2025 9:00 AM ET Company Participants Marcelo Eduardo Martins - CEO & Vice Chairman Rodrigo Araujo Alves - Chief Financial & Investor Relations Officer Conference Call Participants Gabriel Coelho Barra - Citigroup Inc., Research Division Gustavo Sadka - Banco Bradesco BBI S.A., Research Division Matheus Enfeldt - UBS Investment Bank, Research Division Monique Martins Greco Natal - Itaú Corretora de Valores S.A.

Seeking Alpha • Aug 15, 2025

CSAN vs. ORA: Which Stock Is the Better Value Option?

Investors interested in Alternative Energy - Other stocks are likely familiar with Cosan (CSAN) and Ormat Technologies (ORA). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Aug 14, 2025

CSAN or ORA: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Alternative Energy - Other sector might want to consider either Cosan (CSAN) or Ormat Technologies (ORA). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Jul 29, 2025

Best Income Stocks to Buy for July 29th

CSAN, GTX and KOF made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 29, 2025.

Zacks Investment Research • Jul 29, 2025

Cosan: A Cheap And Powerful Way To Invest In Brazil's Core Sectors

Cosan S.A. offers diversified exposure to strategic sectors in Brazil, with unique assets and strong synergies among its holdings, especially Raízen and Rumo. The company trades at attractive valuations, with significant upside potential if interest rates fall and subsidiaries' performance improves. Cosan faces challenges from high debt and Brazil's elevated interest rates, which strain cash flow and limit dividend potential.

Seeking Alpha • May 27, 2025

Cosan S.A. (CSAN) Q1 2025 Earnings Call Transcript

Cosan S.A. (NYSE:CSAN ) Q1 2025 Earnings Conference Call May 16, 2025 10:00 AM ET Company Participants Rodrigo Araujo - Chief Financial & Investor Relations Officer Marcelo Martins - Chief Executive Officer Conference Call Participants Gabriel Barra - Citibank Isabella Simonato - Bank of America Guilherme Martins - Goldman Sachs Lucas Ferreira - JPMorgan Regis Cardoso - XP Gustavo Sadka - Bradesco BBI Operator Good morning, everyone, and thank you for waiting. Welcome to Cosan's First Quarter 2025 Earnings Release Conference Call.

Seeking Alpha • May 16, 2025