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CSAN Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
4.850
Open
4.530
VWAP
4.67
Vol
2.47M
Mkt Cap
4.36B
Low
4.410
Amount
11.53M
EV/EBITDA(TTM)
7.51
Total Shares
976.71M
EV
100.09B
EV/OCF(TTM)
11.99
P/S(TTM)
0.25
Cosan SA, formerly know as Cosan SA Industria e Comercio, is a Brazil-based company primarily engaged in the oil marketing sector. The Company's activities are divided into six business segments: Raizen Energia, which produces and distributes sugarcane derivatives, such as raw sugar and hydrated ethanol, and cogenerates energy from sugarcane bagasse; Raizen Combustiveis, which distributes fuel, mainly through a network of gasoline stations under the Shell brand name; Comgas, which focuses on the natural gas distribution in the state of Sao Paulo, Brazil; Radar, which is responsible for purchase, sale, management and leasing of agricultural land; Lubricants, which manufactures and sells lubricants under the Mobil brand name in Latin American market, as well as the Comma brand name in the European and Asian market, and Other, which includes investments in other businesses. The Company is a subsidiary of Cosan Ltd.
Show More

Events Timeline

(ET)
2025-09-22
12:00:05
Cosan Experiences a 23.2% Decline
select
2025-09-22
10:01:30
Cosan Experiences a 20.1% Decline
select
2025-01-21 (ET)
2025-01-21
11:02:05
Cosan falls -8.2%
select
2025-01-21
09:00:11
Cosan falls -7.1%
select
2025-01-21
08:48:52
Cosan falls -7.3%
select
2024-11-29 (ET)
2024-11-29
11:00:10
Cosan falls -9.2%
select

News

seekingalpha
9.5
12:11 PMseekingalpha
PinnedCosan Reports 8% Revenue Decline in FY Earnings
  • Earnings Highlights: Cosan's FY GAAP EPS stands at BRL 3.94, indicating a decent per-share performance; however, total revenue of BRL 40.42 million reflects an 8% year-over-year decline, highlighting pressures in the competitive market landscape.
  • Revenue Decline Reasons: The revenue drop is primarily attributed to operational struggles at sugar producer Raizen, as Cosan's talks with Shell to rescue the struggling entity fell through, adversely impacting the company's overall performance.
  • Shell Investment Dynamics: Shell is set to invest $666 million in Raizen to bolster its ethanol production capabilities in Brazil, although this move did not save Cosan's revenue, it underscores ongoing market interest in renewable energy.
  • Market Outlook: Despite current challenges, Cosan's financial data still indicates some profitability, and future focus will be on how the company adjusts its strategy to navigate market changes and restore growth.
Yahoo Finance
9.5
19:04 PMYahoo Finance
Cosan SA Reports Q4 2025 Earnings and Strategic Developments
  • Financial Performance Overview: Cosan SA reported a managed EBITDA of BRL 7.8 billion for Q4 2025 and BRL 26.5 billion for the full year, reflecting a decline from 2024, indicating challenges in profitability.
  • Debt Management Success: The company successfully reduced its expanded net debt by nearly BRL 14 billion to BRL 9.8 billion, showcasing effective debt management strategies that help improve financial health.
  • Market Share Growth: Moove achieved a market share of 14.5% in Brazil and fully recovered its production capacity after a fire, demonstrating strong resilience in market competition.
  • Capital Structure Optimization: Cosan raised over BRL 22 billion from capital markets to strengthen its capital structure and reduce leverage, actively seeking solutions despite challenges from Raizen's underperformance.
moomoo
4.0
03-06moomoo
S&P Lowers Cosan's Rating to 'BB-' from 'BB' and Puts It on Negative CreditWatch
  • S&P Downgrades: The S&P has downgraded the credit rating of a company from 'BB' to a lower grade.

  • Credit Watch: The company has been placed on credit watch with a negative outlook, indicating potential further downgrades.

seekingalpha
8.5
03-04seekingalpha
Shell and Cosan Fail to Reach Financing Agreement, Raízen Faces Debt Crisis
  • Failed Financing Agreement: Shell (SHEL) and Cosan (CSAN) could not agree on a financing plan for Raízen, leaving the joint venture in a precarious debt crisis, highlighting the significant divergence in their capital injection strategies.
  • Shell's Investment Commitment: Shell has committed to investing 3.5 billion reais (approximately $666 million) in Raízen and expects another shareholder to match this amount, yet Cosan's inability to match this financial scale complicates the situation further.
  • Increased Debt Pressure: Creditors are pressuring Shell and Cosan to inject up to 12 billion reais, arguing that both companies have sufficient cash flow to support Raízen's recovery, reflecting market concerns about their financial health.
  • Shell's Future Plans: Shell is expected to present its own plan to banks, which, if successful, would make it the majority owner of Raízen and require it to absorb Raízen's debt into its balance sheet, significantly impacting its financial position.
seekingalpha
2.0
03-03seekingalpha
Shell Commits $666M to Support Raizen Ethanol Producer
  • Investment Commitment: Shell (SHEL) has pledged approximately 3.5 billion Brazilian reais ($666 million) to Raizen, an ethanol producer co-owned with Cosan (CSAN), aiming to address challenges such as high interest rates and poor harvests faced by Raizen.
  • Funding Needs: As one of the world's largest ethanol producers, Raizen is seeking new funding to cope with a series of investments that have yet to yield significant returns, and Shell's capital injection will provide essential financial support.
  • Restructuring Possibility: Shell's executive Cristiano Pinto da Costa indicated that while the company is open to restructuring Raizen's sugar and ethanol businesses separately from its fuel distribution operations, the preferred approach is to first recapitalize the company to enhance financial stability.
  • Geopolitical Opportunity: Pinto da Costa noted that the ongoing U.S.-Israeli conflict presents Brazil with an
seekingalpha
7.5
02-24seekingalpha
Shell and Cosan in Talks to Inject Capital into Raízen Joint Venture
  • Capital Injection Talks: Shell (SHEL) and Cosan (CSAN) are in advanced discussions to inject new capital into their Raízen sugar and ethanol joint venture in Brazil, aiming to present a plan to the main creditors and bondholders, indicating both parties' commitment to the venture's future growth.
  • Investment Details Revealed: The proposal reportedly includes investments from private equity funds managed by BTG Pactual, acquiring approximately 5.5 billion reais ($1.05 billion) and a capital increase of 3 billion to 5 billion reais from current shareholders, reflecting market confidence in Raízen's business.
  • Contributions from Shell and Cosan: Shell is expected to contribute between 1.5 billion and 3.5 billion reais depending on future royalty demands, while Cosan may inject 1 billion reais, and founder Rubens Ometto will add another 500 million reais, demonstrating strong support from all parties for the joint venture.
  • Diversified Capital Raising: Meanwhile, Cosan is also evaluating a potential IPO of shares issued by Compass Gas e Energia, showcasing its diversified strategy in capital raising to adapt to market changes and enhance financial flexibility.
Wall Street analysts forecast CSAN stock price to rise
2 Analyst Rating
Wall Street analysts forecast CSAN stock price to rise
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
5.00
Averages
5.00
High
5.00
Current: 0.000
sliders
Low
5.00
Averages
5.00
High
5.00
HSBC
Reduce -> Hold
upgrade
$5
AI Analysis
2025-12-05
Reason
HSBC
Price Target
$5
AI Analysis
2025-12-05
upgrade
Reduce -> Hold
Reason
HSBC last night upgraded Cosan to Hold from Reduce with a price target of $5, up from $4.40. The company's equity offering proceeds will be used to pay down expensive debt and help restructure the remaining portfolio of diversified assets, the analyst tells investors in a research note. HSBC cites vallation for the upgrade.
HSBC
Reduce -> Hold
upgrade
R$6
2025-12-04
Reason
HSBC
Price Target
R$6
2025-12-04
upgrade
Reduce -> Hold
Reason
HSBC upgraded Cosan to Hold from Reduce with a R$6 price target.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for CSAN
Unlock Now

Valuation Metrics

The current forward P/E ratio for Cosan SA (CSAN.N) is 14.50, compared to its 5-year average forward P/E of 9.10. For a more detailed relative valuation and DCF analysis to assess Cosan SA's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
9.10
Current PE
14.50
Overvalued PE
44.44
Undervalued PE
-26.24

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
4.68
Current EV/EBITDA
3.79
Overvalued EV/EBITDA
5.64
Undervalued EV/EBITDA
3.71

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.21
Current PS
0.13
Overvalued PS
0.30
Undervalued PS
0.11

Financials

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Whales Holding CSAN

C
Caixa de Previdencia dos Funcionarios do Banco do Brasil
Holding
CSAN
+17.71%
3M Return
J
Julius Baer Brasil Gestão de Patrimônio e Consultoria de Valores Mobiliários Ltda
Holding
CSAN
+1.41%
3M Return

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Frequently Asked Questions

What is Cosan SA (CSAN) stock price today?

The current price of CSAN is 4.75 USD — it has increased 6.5

What is Cosan SA (CSAN)'s business?

Cosan SA, formerly know as Cosan SA Industria e Comercio, is a Brazil-based company primarily engaged in the oil marketing sector. The Company's activities are divided into six business segments: Raizen Energia, which produces and distributes sugarcane derivatives, such as raw sugar and hydrated ethanol, and cogenerates energy from sugarcane bagasse; Raizen Combustiveis, which distributes fuel, mainly through a network of gasoline stations under the Shell brand name; Comgas, which focuses on the natural gas distribution in the state of Sao Paulo, Brazil; Radar, which is responsible for purchase, sale, management and leasing of agricultural land; Lubricants, which manufactures and sells lubricants under the Mobil brand name in Latin American market, as well as the Comma brand name in the European and Asian market, and Other, which includes investments in other businesses. The Company is a subsidiary of Cosan Ltd.

What is the price predicton of CSAN Stock?

Wall Street analysts forecast CSAN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSAN is5.00 USD with a low forecast of 5.00 USD and a high forecast of 5.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Cosan SA (CSAN)'s revenue for the last quarter?

Cosan SA revenue for the last quarter amounts to 9.61B USD, decreased -18.31

What is Cosan SA (CSAN)'s earnings per share (EPS) for the last quarter?

Cosan SA. EPS for the last quarter amounts to -1.31 USD, decreased -73.75

How many employees does Cosan SA (CSAN). have?

Cosan SA (CSAN) has 11181 emplpoyees as of March 10 2026.

What is Cosan SA (CSAN) market cap?

Today CSAN has the market capitalization of 4.36B USD.