Cosan/$CSAN

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About Cosan

Cosan SA engages in several services throughout the energy and logistics sectors. Its reportable segments are Raizen, Compass, Moove, Rumo, and Radar. It generates the majority of its revenue from Raizen which operates in the production, commercialization, origination, and trading of ethanol, bioenergy, resale, and trading of electricity, renewable sources, marketing, origination, and trading of sugar and fuels, and lubricant.
Ticker
$CSAN
Sector
Consumer Discretionary
Primary listing
NYSE
Employees
29,142
Headquarters
São Paulo, Brazil
Website
www.cosan.com.br

Cosan Metrics

BasicAdvanced
$2.8B
-
-$0.49
0.49
-

What the Analysts think about Cosan

Analyst ratings (Buy, Hold, Sell) for Cosan stock.
Analyst projections of the future price of Cosan stock.

Bulls say / Bears say

Cosan has made tangible progress on its balance sheet. Expanded net debt fell 20% quarter on quarter to R$9.2bn, gross debt fell to R$16.5bn and the group prepaid about R$8.8bn of principal in the first half, reducing near-term refinancing pressure. (CSAN SEC Filing - Form 6-K, Yahoo Finance)
The operating subsidiaries are providing a stronger earnings base. First-half EBITDA rose to R$6.69bn from R$4.81bn, while Rumo’s transported volume increased 9% year on year and Moove’s EBITDA more than doubled from the previous quarter. (CSAN SEC Filing - Form 6-K, MarketBeat)
Portfolio simplification could unlock value while preserving exposure to the better assets. Cosan received about R$2.3bn from the Compass secondary offering while retaining 76.18% ownership, and XP’s valuation work says the upside now rests mainly on Rumo and Compass rather than the troubled Raízen stake. (CSAN SEC Filing - Form 6-K, Brazil Stock Guide)
Cash cover remains very weak despite the debt reduction. Cosan’s last-12-month debt-service coverage ratio fell to 0.2 times in the second quarter, and the 0.8–1.2 times year-end target is guidance dependent on future dividends and asset-sale proceeds rather than evidence already delivered. (CSAN SEC Filing - Form 6-K, MathStock)
Raízen has become a major source of structural and income risk. Its restructuring reprofiles about R$61.4bn of debt, leaves Cosan’s investment carrying value at zero and is expected by S&P to reduce dividend flows; S&P consequently cut Cosan to B+ with a negative outlook and expects holding-company interest cover to remain below one times without further disposals. (Brazil Stock Guide, CSAN SEC Filing - Form 6-K)
The planned NYSE exit could make the shares less accessible to some investors. After 18 September, Cosan’s ADSs are due to trade only in the US over-the-counter market, with no replacement exchange listing arranged, which may reduce liquidity and market visibility. (CSAN SEC Filing - Form 6-K, TradeVae)
Data summarised monthly by Lightyear AI. Last updated on 17 Sept 2026.

Cosan Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Cosan Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Cosan News

AllArticlesVideos

Cosan Q2 Earnings Call Highlights

MarketBeat1 month ago

Funds containing Cosan

Funds
Fund name
Fund size
$CSAN weighting
SPDR MSCI All Country World IM€SPYI
€7.5B0.00%
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