Cosan
CSAN

$9.67

1.26%

Market Cap: 4.5B

About: Cosan SA engages in several services throughout the energy and logistics sectors. Its reportable segments are Raízen, Compass, Moove, Rumo, and Radar. It generates the majority of its revenue from Raízen 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.

Employees: 11,181

0

Funds holding %

of 6,702 funds

–

Analysts bullish %

–

News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

0.02% more ownership

Funds ownership: 0.67% [Q4 2023] → 0.69% (+0.02%) [Q1 2024]

0% more funds holding

Funds holding: 70 [Q4 2023] → 70 (+0) [Q1 2024]

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

15% less capital invested

Capital invested by funds: $197M [Q4 2023] → $167M (-$30M) [Q1 2024]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for CSAN.

See Analyst Rankings

Financial journalist opinion

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.

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

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.

Cosan: A Promising Player In Brazil's Energy Transition

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.

The 3 Best Agriculture Stocks to Buy Now: January 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.

Cosan: Deleveraging While Trading At A Substantial Holding Discount

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.

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

See News Rankings