Cosan S.A. offers diversified exposure to strategic sectors in Brazil, with unique assets and strong synergies among its holdings, especially Raízen and Rumo. The company trades at attractive valuations, with significant upside potential if interest rates fall and subsidiaries' performance improves. Cosan faces challenges from high debt and Brazil's elevated interest rates, which strain cash fl...
Cosan S.A. (NYSE:CSAN ) Q4 2024 Earnings Conference Call February 27, 2025 11:00 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 - Bank of America Gabriel Barra - Citi. Thiago Duarte - BTG Pact...
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.
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