News

Cosan S.A. (CSAN) Q4 2024 Earnings Call Transcript

  • Cosan S.A. (NYSE:CSAN ) Q4 2024 Earnings Conference Call February 27, 2025 11:00 AM ET Company Participants Nelson Gomes - Chief Executive Officer of Raízen Marcelo Martins - Chief Executive Officer Rodrigo Araujo - Chief Financial, Investor Relations Fernando Tinel - Head of IR & ESG Conference Call Participants Isabella Simonato - Bank of America Gabriel Barra - Citi. Thiago Duarte - BTG Pactual Victor Modanese - UBS Regis Cardoso - XP Operator Good afternoon everyone.
    02/27/2025

Cosan: I Was Wrong

  • Brazil faced economic deterioration in 2024, with rising interest rates and challenges that have impacted Cosan's valuation. Moove's failed IPO and Vale's misallocation of capital have damaged market confidence. Cosan has revamped its board and sold off Vale shares, finally addressing its leverage issues.
    02/05/2025
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Cosan S.A. (CSAN) can sell. Click on Rating Page for detail.

The price of Cosan S.A. (CSAN) is 5.0397 and it was updated on 2025-04-04 13:00:21.

Currently Cosan S.A. (CSAN) is in undervalued.

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Cosan S.A. (CSAN) Q3 2024 Earnings Call Transcript

  • Cosan S.A. (NYSE:CSAN ) Q3 2024 Earnings Conference Call November 14, 2024 8:00 AM ET Company Participants Nelson Gomes - Chief Executive Officer of Raízen Marcelo Martins - Chief Executive Officer Rodrigo Araujo - Chief Financial, Investor Relations Fernando Tinel - Head of IR & ESG Conference Call Participants Isabella Simonato - BofA Merrill Lynch Thiago Duarte - BTG Matheus Enfeldt - UBS Monique Greco - Itaú Bruno Amorim - Goldman Sachs Vicente Falanga - Bradesco Regis Cardoso - XP Operator Good morning, everyone, and thank you for waiting. Welcome to Cosan's Third Quarter 2024 Earnings Conference Call.
    Thu, Nov. 14, 2024

Cosan Q2: This IPO Can Unlock Value

  • Rumo and Compass showed strong pricing power and earnings growth, while Moove's potential IPO could unlock significant value and aid in deleveraging. Cosan's net loss was largely due to non-recurring events, and the company is on a slow but positive deleveraging trend. The attractive valuation, combined with promising subsidiaries and the potential Moove IPO, makes Cosan a compelling buy.
    Thu, Oct. 10, 2024

Weak Ethanol And Sugar Prices And Core Operating Structure Impacted Cosan

  • Q2 results from Cosan showed okay performance, with healthy volumes in sugar and ethanol offsetting weaker realized prices, and strong results from Rumo. Core SEE prices have become more challenging, impacting revenue and EBITDA for Cosan. The sugar market appears roughly in balance now, and legislation in Brazil could drive increased ethanol consumption. Complexity and lack of transparency in Cosan's structure, reporting, and capital allocation priorities are real issues and may reasonably deter investors despite potential undervaluation.
    Fri, Aug. 23, 2024

Cosan S.A. (CSAN) Q2 2024 Earnings Call Transcript

  • Cosan S.A. (NYSE:CSAN ) Q2 2024 Earnings Conference Call August 15, 2024 10:00 AM ET Company Participants Rodrigo Araujo - CFO Ana Luisa Perina - Head, IR Conference Call Participants Luiz Carvalho - UBS Gabriel Barra - Citi Monique Greco - Itau BBA Bruno Montanari - Morgan Stanley Bruno Amorim - Goldman Sachs Lucas Ferreira - JPMorgan Pedro Soares - BTG Pactual Gustavo Sadka - Bradesco Operator Good morning, everyone. Thank you for waiting, and welcome to Cosan's Second Quarter 2024 Earnings Release Video Conference Call.
    Thu, Aug. 15, 2024

Cosan S.A. (CSAN) Q1 2024 Earnings Call Transcript

  • Cosan S.A. (NYSE:CSAN ) Q1 2024 Results Conference Call May 29, 2024 10:00 AM ET Company Participants Rodrigo Araujo - CFO Ana Luisa Perina - Head of IR Conference Call Participants Luiz Carvalho - UBS Ana Luísa Perina - Head of IR Isabella Simonato - Bank of America Gabriel Barra - Citi Regis Cardoso - XP Vicente Falanga - Bradesco BBI Bruno Montanari - Morgan Stanley Thiago Duarte - BTG Pactual Operator Good morning, everyone. Thank you for waiting.
    Wed, May. 29, 2024
SEC Filings
SEC Filings

Cosan S.A. (CSAN) - SCHEDULE 13G

  • SEC Filings
  • 02/14/2025

Cosan S.A. (CSAN) - 20-F

  • SEC Filings
  • 11/08/2024

Cosan S.A. (CSAN) - NT 20-F

  • SEC Filings
  • 04/30/2024

Cosan S.A. (CSAN) - 20-F/A

  • SEC Filings
  • 06/30/2023

Cosan S.A. (CSAN) - 20-F

  • SEC Filings
  • 04/24/2023

Cosan S.A. (CSAN) - 20-F/A

  • SEC Filings
  • 09/28/2022

Cosan S.A. (CSAN) - 20-F/A

  • SEC Filings
  • 09/27/2022

Cosan S.A. (CSAN) - SC 13D

  • SEC Filings
  • 06/14/2022

Cosan S.A. (CSAN) - 20-F

  • SEC Filings
  • 05/16/2022

Cosan S.A. (CSAN) - NT 20-F

  • SEC Filings
  • 04/29/2022

Cosan S.A. (CSAN) - 20-F/A

  • SEC Filings
  • 12/17/2021

Cosan S.A. (CSAN) - 20-F/A

  • SEC Filings
  • 09/03/2021

Cosan S.A. (CSAN) - F-6 POS

  • SEC Filings
  • 05/07/2021

Cosan S.A. (CSAN) - 20-F

  • SEC Filings
  • 04/30/2021

Cosan S.A. (CSAN) - EFFECT

  • SEC Filings
  • 03/08/2021

Cosan S.A. (CSAN) - EFFECT

  • SEC Filings
  • 03/05/2021

Cosan S.A. (CSAN) - CERT

  • SEC Filings
  • 03/05/2021

Cosan S.A. (CSAN) - 8-A12B

  • SEC Filings
  • 03/03/2021

Cosan S.A. (CSAN) - F-6

  • SEC Filings
  • 02/24/2021

Cosan S.A. (CSAN) - EFFECT

  • SEC Filings
  • 01/04/2021

Cosan S.A. (CSAN) - EFFECT

  • SEC Filings
  • 12/31/2020

Cosan S.A. (CSAN) - CORRESP

  • SEC Filings
  • 12/29/2020

Cosan S.A. (CSAN) - F-4/A

  • SEC Filings
  • 12/21/2020

Cosan S.A. (CSAN) - CORRESP

  • SEC Filings
  • 12/21/2020

Cosan S.A. (CSAN) - UPLOAD

  • SEC Filings
  • 12/17/2020

Cosan S.A. (CSAN) - 425

  • SEC Filings
  • 12/17/2020

Cosan S.A. (CSAN) - F-4

  • SEC Filings
  • 12/09/2020

Cosan S.A. (CSAN) - CORRESP

  • SEC Filings
  • 12/09/2020

Cosan S.A. (CSAN) - 425

  • SEC Filings
  • 12/04/2020

Cosan S.A. (CSAN) - UPLOAD

  • SEC Filings
  • 11/09/2020

Cosan S.A. (CSAN) - DRSLTR

  • SEC Filings
  • 10/29/2020

Cosan S.A. (CSAN) - DRS/A

  • SEC Filings
  • 10/29/2020

Cosan S.A. (CSAN) - UPLOAD

  • SEC Filings
  • 10/23/2020

Cosan S.A. (CSAN) - DRSLTR

  • SEC Filings
  • 10/02/2020

Cosan S.A. (CSAN) - DRS

  • SEC Filings
  • 10/02/2020

Cosan S.A. (CSAN) - 425

  • SEC Filings
  • 08/04/2020

Cosan S.A. (CSAN) - 425

  • SEC Filings
  • 07/07/2020

Cosan S.A. (CSAN) - 3

  • SEC Filings
  • 06/03/2011

Cosan S.A. (CSAN) - 425

  • SEC Filings
  • 04/21/2008

Cosan S.A. (CSAN) - SC 14D9

  • SEC Filings
  • 03/19/2008
Press Releases
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Cosan: A Promising Player In Brazil's Energy Transition

  • Brazil has enormous potential to be the leading nation in the energy transition with decarbonized products. In this sense, Cosan stands out as having the most significant energy transition projects. Despite its promising and diversified business, the company is extremely discounted compared to national and international peers and when compared to its own history. With the end of the investment cycle approaching, the company should report better results and have a revaluation of multiples by the market.
  • 04/01/2024

Rumo: Chugging Ahead With Brazil's Largest Railway Network

  • Rumo: Chugging Ahead With Brazil's Largest Railway Network
  • 02/27/2024

The 3 Best Agriculture Stocks to Buy Now: January 2024

  • Agriculture is a huge part of the American economy. Today, there are more than two million farms across the U.S. that contribute $1.26 trillion to U.S. gross domestic product (GDP), a 5.4% share.
  • 01/30/2024

Cosan: Deleveraging While Trading At A Substantial Holding Discount

  • Cosan, a Brazilian holding company, has experienced fluctuations in 2023 due to its diversified businesses tied to economic cycles of commodities. Despite a 9% growth in 2023, it lags behind the iShares MSCI Brazil ETF's performance. Cosan's investment thesis emphasizes moderate and continuous growth, resilience in challenging economic scenarios, and strategic capital allocation.
  • 12/10/2023

Cosan S.A. (CSAN) Q3 2023 Earnings Call Transcript

  • Cosan S.A. (NYSE:CSAN ) Q3 2023 Earnings Conference Call November 14, 2023 1:30 PM ET Company Participants Ricardo Lewin - Chief Financial & Investor Relations Officer Luis Henrique Guimarães - Chief Executive Officer Conference Call Participants Isabella Simonato - Bank of America Thiago Duarte - BTG André Vidal - XP Gabriel Barra - Citi Monique Greco - Itaú BBA Matheus Enfeldt - UBS Bruno Montanari - Morgan Stanley Operator Good afternoon, everyone. Thank you for waiting, and welcome to Cosan's Earnings Conference Call for the Third Quarter 2023.
  • 11/14/2023

Cosan: Long-Term Payoffs From Efficient Capital Allocation

  • Cosan is a Brazilian conglomerate operating in various sectors including agribusiness, fuel distribution, natural gas, and lubricants. Despite its complexity and history of mergers and acquisitions, Cosan maintains a consistent track record of financial results and efficient capital allocation across its portfolio of businesses. The company's key subsidiaries, such as Raízen, Rumo, Compass, and Moove, contribute to its overall performance, with growth and profitability varying by segment.
  • 09/23/2023

Top 3 Energy Stocks That Are Preparing To Pump In September - Borr Drilling (NYSE:BORR), Cosan (NYSE:CSAN)

  • The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.
  • 09/01/2023

Cosan S.A. (CSAN) Q2 2023 Earnings Call Transcript

  • Cosan S.A. (NYSE:CSAN ) Q2 2023 Results Conference Call August 15, 2023 2:00 PM ET Company Participants Ricardo Lewin - CFO, IR Luis Guimaraes - CEO Marcelo Martins - CSO Conference Call Participants Gabriel Barra - Citi Luiz Carvalho - UBS Regis Cardoso - Credit Suisse Isabella Simonato - Bank of America Thiago Duarte - BTG Pactual Lucas Ferreira - JPMorgan Operator Good afternoon, everyone. Thank you for waiting.
  • 08/15/2023

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 companies is the best option for those looking for undervalued stocks?
  • 06/06/2023

Cosan S.A. (CSAN) Q1 2023 Earnings Call Transcript

  • Cosan S.A. (NYSE:CSAN ) Q1 2023 Results Conference Call May 16, 2023 9:00 AM ET Company Participants Luis Henrique - CEO Ricardo Lewin - CFO and IRO Conference Call Participants Pedro Soares - BTG Pactual Guilherme Palhares - Bank of America Luiz Carvalho - UBS Gabriel Barra - Citi Bruno Montanari - Morgan Stanley André Vidal - XP Investimentos Regis Cardoso - Credit Suisse Operator Good morning, everyone. Thank you for waiting.
  • 05/16/2023

CSAN vs. ORA: Which Stock Should Value Investors Buy Now?

  • CSAN vs. ORA: Which Stock Is the Better Value Option?
  • 03/07/2023

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

  • CSAN vs. ORA: Which Stock Is the Better Value Option?
  • 02/16/2023

CSAN vs. BE: Which Stock Should Value Investors Buy Now?

  • CSAN vs. BE: Which Stock Is the Better Value Option?
  • 01/31/2023

Cosan: Volatility In SEE Markets Only Adds To The Complexity

  • Cosan has had to absorb weaker ethanol prices in Brazil and there is a growing risk of Brazilian sugar producers oversupplying the market in 2023, leading to weaker prices. Management's decision to acquire a sizable stake in Vale is consistent with past behavior, but the market didn't like the transaction.
  • 01/12/2023

Cosan S.A. (CSAN) Q3 2022 Earnings Call Transcript

  • Cosan S.A. (NYSE:CSAN ) Q3 2022 Earnings Conference Call November 14, 2022 4:00 PM ET Company Participants Luis Henrique Guimarães - Chief Executive Officer Ricardo Lewin - Chief Financial and Investor Relations Officer Conference Call Participants Thiago Duarte - BTG Pactual Bruno Montanari - Morgan Stanley Regis Cardoso - Credit Suisse Luiz Carvalho - UBS Operator Good afternoon, ladies and gentlemen, and thank you for waiting. Welcome to Cosan's Conference Call to discuss the results for the Third Quarter 2022.
  • 11/14/2022

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

  • NEP vs. CSAN: Which Stock Is the Better Value Option?
  • 11/02/2022

Cosan Batted Around By Commodity And Macro Challenges, But The Core Investment Case Remains Solid

  • Despite volatility in ethanol prices, Cosan delivered a strong EBITDA beat in the second quarter and saw strong results from most businesses. The sugar/ethanol business is being impacted by weather and tax policies, but underlying demand is healthy.
  • 08/18/2022

CSAN vs. CWEN: Which Stock Should Value Investors Buy Now?

  • CSAN vs. CWEN: Which Stock Is the Better Value Option?
  • 08/17/2022

Brazil's Cosan posts $25 million Q2 net loss

  • Brazilian holding company Cosan SA on Friday reported a net loss in second quarter, as a higher interest rate raised its cost of debt.
  • 08/12/2022

Cosan S.A. (CSAN) CEO Luis Henrique Guimarães on Q1 2022 Results - Earnings Call Transcript

  • Cosan S.A. (NYSE:CSAN ) Q1 2022 Earnings Conference Call May 16, 2022 1:00 PM ET Company Participants Ricardo Lewin - CFO and IRO Luis Henrique Guimarães - CEO Ana Luisa Perina - Investor Relations Manager Conference Call Participants Isabella Simonato - Bank of America Merrill Lynch Christian Audi - Banco Santander Lucas Ferreira - JPMorgan Bruno Montanari - Morgan Stanley Gabriel Barra - Citigroup Operator Good afternoon, ladies and gentlemen, and thank you for waiting. Welcome to Cosan's Conference Call to discuss the results of the First Quarter of 2022.
  • 05/16/2022

5 'Magic Formula' Energy Stocks to Consider as Oil Prices Rise

  • Joel Greenblatt (Trades, Portfolio) introduced the investing world to the “Magic Formula” when he published his bestselling book, “The Little Book That Beats the Market,” in 2005. The idea behind the Magic Formula is to apply a simple mathematical formula to find profitable businesses that trade at bargain prices.
  • 03/15/2022

Cosan: Well-Run, Undervalued, And Leveraged To Growth, But Punishingly Complex

  • Cosan: Well-Run, Undervalued, And Leveraged To Growth, But Punishingly Complex
  • 03/08/2022
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