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an S.A.(CSAN) - 2022 Q4 - Annual Report
2023-04-23 16:00
[Form 6-K Filing](index=1&type=section&id=Form%206-K%20Filing) This section details the filing of Cosan S.A.'s annual report on Form 20-F with the SEC and its official authorization [Notice to the Market](index=2&type=section&id=Notice%20to%20the%20Market) Cosan S.A. announced the filing of its 2022 annual report on Form 20-F with the SEC, accessible online and via shareholder request - On **April 24, 2023**, Cosan S.A. filed its annual report on Form 20-F for the fiscal year ended December 31, 2022, with the SEC[4](index=4&type=chunk) - The Form 20-F is publicly available on the SEC's website (www.sec.gov) and the company's investor relations website[4](index=4&type=chunk) - Shareholders can request a free hard copy of the Form 20-F, which includes the company's complete audited financial statements[5](index=5&type=chunk) [Signatures](index=3&type=section&id=Signatures) The report was officially filed under the Securities Exchange Act of 1934 and signed by the Chief Financial Officer on April 24, 2023 - The report is filed pursuant to the requirements of the Securities Exchange Act of 1934[7](index=7&type=chunk) - The report was signed on **April 24, 2023**, by Ricardo Lewin, Chief Financial Officer of Cosan S.A[8](index=8&type=chunk)[9](index=9&type=chunk)
an S.A.(CSAN) - 2022 Q4 - Earnings Call Transcript
2023-03-03 16:08
Financial Data and Key Metrics Changes - In the fourth quarter of 2022, adjusted EBITDA for Raizen decreased by 35% to BRL 880 million due to higher product supply and inventory reductions, despite a strong international demand for second-generation ethanol [30] - The overall EBITDA for Raizen's renewables segment increased by 31% due to higher sales volume and average sales prices [2] - Adjusted EBITDA for sugar decreased to BRL 118 million in the quarter due to higher costs impacting margins, although year-to-date results showed a 7% EBITDA expansion [2] Business Line Data and Key Metrics Changes - Rumo achieved a record volume of almost 75 billion RTK in 2022, driven by increased capacity, particularly in the North operation [31] - Moove reported a consistent performance with a 41% increase in EBITDA, driven by sales volume growth and operational efficiency [32] - Comgas reported robust results, reflecting higher natural gas distribution volumes and inflation adjustments on margins, despite a decline in industrial volumes [8] Market Data and Key Metrics Changes - The fuel market dynamics in Brazil significantly affected the Marketing & Services operation, leading to margin pressures [7] - The company noted a strong demand for ethanol, particularly in the international market, which is expected to continue influencing performance positively [30] Company Strategy and Development Direction - The company is focused on executing its growth strategy across various segments, including Rumo, Compass, Moove, and Raizen, with an emphasis on operational efficiency and profitability [62] - The strategic focus includes expanding the land portfolio in areas with competitive advantages such as mining, renewable power, and logistics [14] - The company aims to enhance its governance and operational efficiency through partnerships and best practices across its subsidiaries [72] Management's Comments on Operating Environment and Future Outlook - Management highlighted the challenges posed by macroeconomic fluctuations, climate change, and geopolitical factors, but expressed confidence in the company's ability to navigate these challenges [6] - The management is optimistic about the growth potential in the ethanol market and the overall performance of its diversified portfolio in 2023 [62] - The company is committed to maintaining fiscal responsibility and ensuring that investments in oil and gas are not hindered by tax changes [66][67] Other Important Information - The company has made significant progress in its ESG agenda, maintaining participation in key sustainability indices and advancing its 2030 ESG vision [12] - The acquisition of a minority stake in Vale was completed, and the company is focused on ensuring transparency in its financial reporting related to this investment [34][68] Q&A Session Summary Question: Can you discuss the land management portfolio and future asset sales? - Management indicated that land sales are a natural part of the portfolio management strategy, with ongoing assessments of land value and crop yields [42] Question: What is the guidance for Compass and its CapEx? - Management noted that Compass is in a major regulatory year, with commitments tied to its five-year plan, and that most of the CapEx has been completed [44] Question: How is the integration with Vale progressing? - Management confirmed ongoing discussions with Vale and other shareholders to enhance governance and operational performance [46][48] Question: What are the next steps for Compass in terms of efficiency and network expansion? - Management emphasized the importance of implementing best practices and improving customer satisfaction while exploring opportunities for network expansion [72] Question: What is the long-term outlook for Compass following the acquisition of Gaspetro? - Management highlighted the successful integration of Gaspetro and the focus on operational efficiency and potential future acquisitions [76][78]
an S.A.(CSAN) - 2022 Q3 - Earnings Call Presentation
2022-11-15 01:37
| --- | --- | --- | --- | |-------|-------|-------|-------| | | | | | | | | | | 2 Público Disclaimer Eventual estimates and forward-looking statements made during this presentation regarding our strategy and opportunities for future growth is mainly based on our current expectations and estimates or projections of future events and trends, which affect or may affect our business and results of operations. Although we believe that these estimates and forward-looking statements are based upon reasonable assum ...
an S.A.(CSAN) - 2022 Q3 - Earnings Call Transcript
2022-11-15 01:36
Cosan S.A. (NYSE:CSAN) Q3 2022 Earnings Conference Call November 14, 2022 4:00 PM ET Â Company Participants Luis Henrique Guimarães - Chief Executive Officer Ricardo Lewin - Chief Financial and Investor Relations Officer Conference Call Participants Thiago Duarte - BTG Pactual Bruno Montanari - Morgan Stanley Regis Cardoso - Credit Suisse Luiz Carvalho - UBS Operator Good afternoon, ladies and gentlemen, and thank you for waiting. Welcome to Cosan's Conference Call to discuss the results for the Third Quart ...
an S.A.(CSAN) - 2022 Q2 - Earnings Call Transcript
2022-08-15 22:41
Cosan S.A. (NYSE:CSAN) Q2 2022 Earnings Conference Call August 15, 2022 9:00 AM ET Company Participants Ricardo Lewin – Chief Financial and Investor Relations Officer Luis Henrique Guimarães – Chief Executive Officer Conference Call Participants Isabella Simonato – Bank of America Thiago Duarte – BTG Pactual Vicente Neto – Bradesco BBI Luiz Carvalho – UBS Bruno Montanari – Morgan Stanley Gabriel Barra – Citi Regis Cardoso – Credit Suisse Lucas Ferreira – JP Morgan Operator Good morning, ladies and gentlemen ...
an S.A.(CSAN) - 2022 Q2 - Earnings Call Presentation
2022-08-15 15:32
Confidencial | --- | --- | --- | |-------|-------|-------| | | | | | | | | Confidencial 2 Disclaimer Eventual estimates and forward-looking statements made during this presentation regarding our strategy and opportunities for future growth is mainly based on our current expectations and estimates or projections of future events and trends, which affect or may affect our business and results of operations. Although we believe that these estimates and forward-looking statements are based upon reasonable assum ...
an S.A.(CSAN) - 2022 Q1 - Earnings Call Transcript
2022-05-16 21:30
Cosan S.A. (NYSE:CSAN) Q1 2022 Earnings Conference Call May 16, 2022 1:00 PM ET Company Participants Ricardo Lewin - CFO and IRO Luis Henrique Guimarães - CEO Ana Luisa Perina - Investor Relations Manager Conference Call Participants Isabella Simonato - Bank of America Merrill Lynch Christian Audi - Banco Santander Lucas Ferreira - JPMorgan Bruno Montanari - Morgan Stanley Gabriel Barra - Citigroup Operator Good afternoon, ladies and gentlemen, and thank you for waiting. Welcome to CosanÂ's Conference Call ...
an S.A.(CSAN) - 2022 Q1 - Earnings Call Presentation
2022-05-16 17:15
Confidencial | --- | --- | |-------|-------| | | | | | | | | | Confidencial 2 Disclaimer Eventual estimates and forward-looking statements made during this presentation regarding our strategy and opportunities for future growth is mainly based on our current expectations and estimates or projections of future events and trends, which affect or may affect our business and results of operations. Although we believe that these estimates and forward-looking statements are based upon reasonable assumptions, they ...
an S.A.(CSAN) - 2021 Q4 - Annual Report
2022-05-15 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Issuer Pursuant To Rule 13a-16 Or 15d-16 of the Securities Exchange Act of 1934 For the month of May 2022 Commission File Number: 333-251238 COSAN S.A. (Exact name of registrant as specified in its charter) N/A (Translation of registrant's name into English) Av. Brigadeiro Faria Lima, 4100, – 16 th floor São Paulo, SP 04538-132 Brazil (Address of principal executive offices) Indicate by check mark whether the ...
an S.A.(CSAN) - 2021 Q4 - Annual Report
2022-05-13 23:05
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commissi ...