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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Cosan SA (NYSE:CSAN) Q3 2021 Earnings Conference Call November 16, 2021 9:00 AM ET Company Participants Ana Perina - IR Manager Luis Henrique Guimaraes - CEO & Director Marcelo Martins - Vice Chairman, CFO & IR Officer Conference Call Participants Thiago Duarte - BTG Pactual Luiz Carvalho - UBS Regis Cardoso - Crédit Suisse Bruno Montanari - Morgan Stanley Gabriel Francisco - XP Investimentos Christian Audi - Santander Investment Securities Isabella Simonato - Bank of America Merrill Lynch Operator Good mor ...

Financial Data and Key Metrics Changes - Cosan reported a significant increase in adjusted EBITDA, with pro forma EBITDA and net income showing strong growth compared to the second quarter of 2020 [25][26]. - The company's leverage reduced to 2.8 times net debt-to-EBITDA, approaching the ideal range of 2 to 2.5 times for the group [26][28]. - Free cash flow to equity reached almost R$800 million, supported by improved operating cash flow despite seasonal working capital impacts [28]. Business Line Data and Key Metrics Changes - Raízen's adjusted EBITDA more than doubled year-on-year, driven by higher biofuel prices and increased sales volume despite lower production due to adverse weather [10][11]. - The sugar segment also saw adjusted EBITDA more than double, supported by a favorable commodity cycle and effective pricing strategies [11]. - Compass experienced robust growth in adjusted EBITDA, although there was a quarter-over-quarter reduction due to lower gains from supply and commercialization strategies [15][18]. - Moove's lubricants business reported significant EBITDA expansion, benefiting from increased sales volumes across all geographies [21]. Market Data and Key Metrics Changes - The demand for fuel in Brazil and Argentina increased due to the resumption of economic activity and vaccination progress, leading to market share growth for Cosan [14][15]. - Comgás reported growth in distributed volumes across all segments, particularly in industrial consumption, due to higher demand from various sectors [17]. Company Strategy and Development Direction - Cosan aims to enhance its capital structure by listing subsidiaries at the right moment, with Raízen's IPO being a significant step [8]. - The company is focused on expanding its renewable energy offerings and has made strategic acquisitions, such as Biosev and a leading fuels network in Paraguay [13][16]. - Cosan is committed to sustainability and has made significant progress in its EESG agenda, including the development of second-generation ethanol and biomethane [30][32]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the vaccination process in Brazil and its positive impact on business volumes, despite concerns regarding the Delta variant [39]. - The company is focused on building strong foundations for future growth, emphasizing the importance of regulatory certainty and infrastructure investment [56][62]. Other Important Information - Cosan's corporate structure has been simplified, and the company is actively managing its liabilities, including a recent issuance of R$2 billion in long-term debentures [26][28]. - The company has made strides in diversity and governance, receiving recognition for its ESG practices [30][32]. Q&A Session Summary Question: Future growth and capital allocation for the group - Management highlighted solid growth plans across all business lines, with a focus on synergies and decarbonization efforts [41][43][48]. Question: Acquisition of Gaspetro and regulatory concerns - Management acknowledged the complexities surrounding the acquisition and expressed optimism about regulatory developments favoring privatization [42][49][50]. Question: Regulatory discussions and competitive landscape - Management emphasized the need for regulatory certainty to encourage infrastructure investment and maintain competitive markets [55][62]. Question: Compass's significant loss and future business plan - Management clarified that the loss was due to market volatility, and the focus will shift to balanced trading strategies moving forward [69][76]. Question: Cosan's role and capital allocation strategy - Management indicated that Cosan will continue to support its subsidiaries while exploring buybacks and liability management as part of its capital allocation strategy [75][82].

Cosan S.A. (NYSE:CSAN) Q1 2021 Results Conference Call May 17, 2021 9:00 AM ET Company Participants Luis Henrique de Beauclair Guimaraes - CEO Paula Kovarsky - Head, IR and EESG João Arthur Souza - Head, Finance Phillipe Casale - IR Executive Manager Conference Call Participants Lucas Ferreira - JP Morgan Thiago Duarte - BTG Pascual Operator Good morning, ladies and gentlemen. At this time, we would like to welcome everyone to CosanÂ's First Quarter of 2021 Results Conference Call. Today with us, we have Mr ...

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, 2020 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 ...