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Cosan S.A. (CSAN)
NYSE:CSAN
US Market
CSAN
Cosan
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Cosan (CSAN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 14, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.06
Last Year’s EPS
-0.38
Same Quarter Last Year
Analyst Consensus
Moderate Sell
Based on 1 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 14, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
Cosan's earnings call presented a mixed outlook. The successful capitalization and strategic shareholder engagement were significant positives, enhancing future growth prospects. However, the company faces challenges with declining EBITDA, negative net income, and unresolved capital structure issues at Raizen. Operational performance was strong in some segments but offset by difficulties in others.
Company Guidance
During Cosan's Third Quarter 2025 Earnings Release Conference Call, the company reported several financial metrics and strategic initiatives. The EBITDA under management was BRL 7.4 billion, a decrease of approximately BRL 1 billion from the previous year, largely due to the performance of subsidiaries like Moove, Radar, and Raizen. The net income for the quarter was negative BRL 1.2 billion, influenced by lower EBITDA and increased financial expenses. Despite a relatively stable net debt, the company's debt service coverage ratio remained at 1x. Operational highlights included a 4% increase in EBITDA for Rumo due to higher transported volumes, and a 6% growth in Compass's EBITDA, driven by higher distributed volumes and increased residential segment participation. Moove experienced a 13% rise in volumes sold compared to the second quarter, although EBITDA was 7% lower. Additionally, Raizen's sugarcane crushing activities increased, supported by favorable weather, despite lower sugar prices impacting its EBITDA. The call also addressed the company's strategic focus on improving capital structure, with recent transactions and new shareholder engagements aimed at reducing debt to zero or near zero, while maintaining investment attractiveness and portfolio quality.
Successful Capitalization and Shareholder Engagement
Cosan successfully completed two rounds of equity offerings, significantly improving its capital structure. The first offering was 10x oversubscribed, and the second also saw significant demand. New strategic shareholders with expertise in infrastructure have joined, enhancing the company's future prospects.
Operational Performance in Key Segments
Rumo saw an increase in transported volumes and a 4% EBITDA growth. Compass increased distributed volumes and residential segment participation, resulting in a 6% EBITDA growth. Moove experienced a 13% increase in volumes sold compared to Q2 '25, despite a 7% decrease in EBITDA.
Insurance Proceeds at Moove
Moove received BRL 500 million in insurance proceeds, which has positively impacted the company's cash flow and is aiding in the reconstruction of the Rio de Janeiro plant.
Strategic Focus and Streamlining Initiatives
Cosan is streamlining its holding company to reduce costs by half, focusing on decentralizing roles and evaluating ADR costs to enhance operational efficiency.

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
Press Release
Slides
Play Transcript
Aug 14, 2026
2026 (Q2)
0.06 / -
-0.38―――
May 14, 2026
2026 (Q1)
<0.01 / -0.02
-0.68796.51% (+0.66)
Mar 09, 2026
2025 (Q4)
0.05 / -1.10
-3.43367.81% (+2.33)
Nov 14, 2025
2025 (Q3)
0.13 / -0.48
0.1-585.00% (-0.58)
Aug 14, 2025
2025 (Q2)
0.02 / -0.38
-0.087-336.78% (-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
-0.58385.08% (+0.50)
May 28, 2024
2024 (Q1)
0.10 / -0.05
-0.50690.51% (+0.46)
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
May 14, 2026
$3.63$3.69+1.65%
Mar 09, 2026
$4.46$4.75+6.50%
Nov 14, 2025
$5.08$4.77-6.19%
Aug 14, 2025
$4.03$4.05+0.50%
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 S.A. (CSAN) report earnings?
Cosan S.A. (CSAN) is schdueled to report earning on Aug 14, 2026, After Close (Confirmed).
    What is Cosan S.A. (CSAN) earnings time?
    Cosan S.A. (CSAN) earnings time is at Aug 14, 2026, 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 2026 (Q2) is 0.06.