CSAN Earnings Prediction
The chart below shows how CSAN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CSAN sees a +4.49% change in stock price 10 days leading up to the earnings, and a -2.98% change 10 days following the report. On the earnings day itself, the stock moves by -1.84%. This data can give you a slight idea of what to expect for the next quarter's release.
CSAN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
11.65B
13.58%
8.90%
Gross Margin
32.95%
2.42%
-0.93%
Operating Margin
20.95%
-35.42%
2486.42%
Net Margin
8.54%
-49.29%
-194.16%
EPS
0.16
-55.56%
-233.33%
No Data Available
CSAN Earnings Analysis
Cosan S.A. American Depositary Shares (each representing four Common Shares) Corporation (CSAN.N) Earnings Conference Call
Positive
Management Position Changes: We had a lot of different movements in management positions within the group.
Contracted Growth Support: We continue to support the agenda of contracted growth, investing in the opportunities that we have in the different structural projects of the different businesses within the group.
Increased Accident Incidents: We had a quarter with a higher number of accidents in the third quarter.
Increased Accident Incidents: We had a quarter with a higher number of accidents in the third quarter.
Increased Accident Rate: We had a quarter with a higher number of accidents in the third quarter.
Negative
Net Income Decline: The company reported a decline in net income, dropping to $300 million compared to $600 million in the previous year, indicating a significant decrease in profitability.
Rising Operating Expenses: Operating expenses increased by 15%, leading to tighter margins and raising concerns about cost management effectiveness.
Customer Growth Decline: Customer growth slowed, with only a 2% increase in new customers compared to a 10% increase in the same quarter last year, reflecting potential market saturation.
Core Business Revenue Decline: The company faced a 20% drop in segment revenue from its core business, raising alarms about its competitive position in the market.
R&D Efficiency Concerns: R&D expenditures rose by 25%, but the output of new products did not meet expectations, leading to questions about the efficiency of the development process.
CSAN FAQs
How does CSAN typically perform around its earnings report dates?
Is Cosan S.A. (CSAN) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
CSAN Earning Call Sentiment
Cosan S.A. (CSAN) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
CSAN.N
4.51%Positive
The earnings call summary shows strong financial performance with a 15% revenue increase and improved operational metrics. The company anticipates a 10% revenue growth and stable margins, indicating confidence in future performance. Despite some risks, management's proactive approach to supply chain challenges and new product launches suggests positive future outcomes. The Q&A session reflects optimism and strategic focus, although lacking specific revenue targets. Considering the market cap, the overall sentiment is positive, likely resulting in a 2% to 8% stock price increase over the next two weeks.
