Profile
Sector:
EnergyIndustry:
Oil & Gas Refining & MarketingCountry:
BrazilIPO:
08 March 2021Website:
http://www.cosan.com.brNext earnings report:
08 November 2024Last dividends:
10 June 2024Next dividends:
N/APrice
after hours | Fri, 01 Nov 2024 23:17:43 GMTAnalysts recommendations
Institutional Ownership
CSAN Latest News
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.
What type of business is Cosan SA?
Cosan S.A. engages in the fuel distribution business. It operates through Raízen, Compass, Moove, Rumo, and Radar segments. The company's Raízen segment engages in the production, commercialization, origination, and trading of ethanol, bioenergy, renewable sources, and sugar; trading and resale of electricity; and distribution and commercialization of fuels and lubricants. Its Compass segment distributes piped natural gas to industrial, residential, commercial, automotive, and cogeneration customers; and develops infrastructure projects in a regasification terminal, offshore gas pipeline, and thermal generation projects utilizing natural gas, as well as commercialization of electricity and natural gas. The company's Moove segment produces and distributes lubricants under the Comma brand. Its Rumo segment provides logistics services for rail transportation, port storage, and loading of goods, including grains and sugar; and leases locomotives, wagons, and another railroad equipment, as well as operates containers. The company's Radar segment manages agricultural property. It operates in Brazil, England, France, Spain and Portugal, Argentina, Bolivia, Uruguay and Paraguay, the United States, Asia, and internationally. Cosan S.A. was founded in 1936 and is headquartered in São Paulo, Brazil.
What sector is Cosan SA in?
Cosan SA is in the Energy sector
What industry is Cosan SA in?
Cosan SA is in the Oil & Gas Refining & Marketing industry
What country is Cosan SA from?
Cosan SA is headquartered in Brazil
When did Cosan SA go public?
Cosan SA initial public offering (IPO) was on 08 March 2021
What is Cosan SA website?
https://www.cosan.com.br
Is Cosan SA in the S&P 500?
No, Cosan SA is not included in the S&P 500 index
Is Cosan SA in the NASDAQ 100?
No, Cosan SA is not included in the NASDAQ 100 index
Is Cosan SA in the Dow Jones?
No, Cosan SA is not included in the Dow Jones index
When was Cosan SA the previous earnings report?
No data
When does Cosan SA earnings report?
The next expected earnings date for Cosan SA is 08 November 2024