The earnings call presented a mixed picture with stable net debt and some business segments showing growth and improved metrics. However, the company faced significant challenges, including a negative net income and issues in specific segments like Moove and Raizen's sugarcane operations.

Company Guidance

During Cosan's second quarter of 2025 earnings call, the company reported an EBITDA under management of approximately BRL 6 billion, with a negative net income of about BRL 1 billion for the quarter. The net debt remained stable compared to the first quarter of 2025, with a debt service coverage ratio supported by dividends from Rumo and Radar, totaling roughly BRL 600 million. The call addressed various segments, including Rumo, which saw increased transported volumes and market share in the Port of Santos despite lower tariffs. Compass experienced growth in the residential segment, and Moove managed its recovery from the February fire, initiating claims on related insurance. The average cost of debt slightly decreased from CDI plus 90 bps to CDI plus 88 bps, with an average duration of 6.2 years. Additionally, Cosan emphasized its ongoing efforts to manage safety across its operations, despite having faced a fatality in the quarter. The call also highlighted strategic considerations for asset divestiture and the potential involvement of a strategic partner for Raizen to address capital structure challenges.

Stable Net Debt and Improved Safety Metrics

Cosan's net debt remained stable compared to the previous quarter. The company reported stability in the debt service coverage ratio and a slight decrease in the average cost of debt. Safety metrics improved overall, despite a fatality, indicating a continued focus on safety as a core value.

Rumo's Increased Market Share and EBITDA

Rumo experienced higher transported volumes and an increase in market share at the Port of Santos, due to lower tariffs, which contributed to higher EBITDA.

Compass Portfolio Growth

Compass showed growth in its portfolio with higher sales in the residential segment, which brought higher margins. Additionally, there was a significant increase in the volume traded by Edge.

Positive Performance in Raizen's Fuel Distribution

Raizen's fuel distribution segment achieved better margins and higher volumes, contributing positively to the company's results.

Cosan (CSAN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CSAN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q3)	0.15 / -	0.1	―	―	―
Aug 14, 2025	2025 (Q2)	0.02 / -0.38	-0.087	-333.33% (-0.29)
May 15, 2025	2025 (Q1)	-0.08 / -0.69	-0.048	-1331.25% (-0.64)
Feb 26, 2025	2024 (Q4)	0.11 / -3.43	0.453	-857.84% (-3.89)
Nov 13, 2024	2024 (Q3)	0.34 / 0.10	0.186	-46.24% (-0.09)
Aug 14, 2024	2024 (Q2)	-0.06 / -0.09	-0.583	85.08% (+0.50)
May 28, 2024	2024 (Q1)	0.10 / -0.05	-0.506	90.51% (+0.46)
Mar 27, 2024	2023 (Q4)	0.30 / 0.45	0.347	30.55% (+0.11)
Nov 13, 2023	2023 (Q3)	0.34 / 0.19	-0.082	326.83% (+0.27)
Aug 14, 2023	2023 (Q2)	-0.11 / -0.58	-0.053	-1000.00% (-0.53)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CSAN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$4.03	$4.05	+0.50%
May 15, 2025	$5.44	$5.33	-2.02%
Feb 26, 2025	$4.88	$5.10	+4.51%
Nov 13, 2024	$7.82	$7.78	-0.51%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cosan (CSAN) report earnings?

Cosan (CSAN) is schdueled to report earning on Nov 13, 2025, After Close (Confirmed).

What is Cosan (CSAN) earnings time?

Cosan (CSAN) earnings time is at Nov 13, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CSAN EPS forecast?

CSAN EPS forecast for the fiscal quarter 2025 (Q3) is 0.16.

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