Key Details
Price
$4.96Last Dividend
$0.35TTM Dividend Yield
6.99%PE Ratio
5.18Annual ROE
2.24%Beta
0.75Events Calendar
Next earnings date:
Mar 27, 2025Recent quarterly earnings:
Nov 8, 2024Recent annual earnings:
Mar 27, 2024Next ex-dividend date:
N/ARecent ex-dividend date:
Jun 10, 2024Next split:
N/ARecent split:
N/AAnalyst ratings
Recent major analysts updates
Market Data
Price
Market cap
Technical
Dividend
Events
Dividend per share
Dividend yield
Other
Profitability
Revenue
Profit
EPS
ROA & ROE
EBIT & EBITDA
Valuation
PE Ratio
PB Ratio
PS Ratio
Enterprise value
EV/EBITDA
Financial Health
Liquidity
Leverage
Risk & Stability
Balance Sheet
Assets
Equity
Liabilities
Debt
Expenses
Cash Flow
Cashflow Activities
Free CashFlow
CAPEX
Institutional Ownership
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.
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.
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.
FAQ
- What is the ticker symbol for Cosan SA?
- Does Cosan SA pay dividends?
- What sector is Cosan SA in?
- What industry is Cosan SA in?
- What country is Cosan SA based in?
- When did Cosan SA go public?
- Is Cosan SA in the S&P 500?
- Is Cosan SA in the NASDAQ 100?
- Is Cosan SA in the Dow Jones?
- When was Cosan SA's last earnings report?
- When does Cosan SA report earnings?