Logotype for Cosan S.A.

Cosan (CSAN3) investor relations material

Cosan Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Cosan S.A.
Q2 2025 earnings summary15 Aug, 2025

Executive summary

  • EBITDA under management reached R$6.0 billion, down from R$7.3 billion in 2Q24, mainly due to nonrecurring events and lower segment performance.

  • Net income was negative, at about R$0.9–1.0 billion, with stable net debt and DSCR compared to the previous quarter.

  • Dividends and interest on capital received totaled R$0.6 billion, a decrease from R$2.1 billion in 2Q24.

  • Safety metrics improved, with LTIF dropping to 0.27, despite a fatality during the period.

Financial highlights

  • Net debt remained stable at R$17.5 billion, with DSCR at 1.2x LTM and average debt maturity of 6.2 years.

  • Average cost of debt decreased slightly to CDI +88 bps (0.88%).

  • Interest payments, principal amortization, and dividends were the main cash movements for the quarter.

  • Cash and equivalents decreased from R$4,211 million to R$3,975 million during the quarter.

Outlook and guidance

  • No specific guidance provided for future quarters, especially regarding insurance recoveries and dividend payouts.

  • Forward-looking statements are subject to risks, including economic, political, and regulatory changes in Brazil, as well as market demand and financing conditions.

  • Focus remains on deleveraging and maintaining a high-quality, balanced portfolio.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Cosan earnings date

Logotype for Cosan S.A.
Q3 202513 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Cosan earnings date

Logotype for Cosan S.A.
Q3 202513 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Cosan SA, through its subsidiaries, is engaged in the production and sale of fuel products. It operates in four segments: Fuel Distribution, Logistics, Power Generation, and Oil & Gas. The Fuel Distribution segment distributes alcohol and gasoline under the Shell brand. The Logistics segment provides long-haul cargo transportation services; coal logistics services; and port operations in Brazil. This segment also operates a railway line stretching 2,000 kilometers

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage