Cosan S.A ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY EPS (est.)
-$0.22next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| 3Q26 Earnings Release - Cosan | 12 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Debt Service Coverage Ratio (DSCR) Quarterly40.0%Target: >= 100x%
Expanded Net Debt Quarterly11.5BTarget: Deleveraging trend
Consolidated Net Sales Revenue QuarterlyTarget: Revenue stabilization
Watch Items
- Raízen's recovery process and equity value restorationTrigger: Raízen's shareholders' equity becomes positive (currently carrying value is zero)Action: Resume equity pickup method (MEP) accounting for Raízen's results
- Compass secondary public offering proceedsTrigger: Receipt of up to BRL 2.5 billion in cash proceedsAction: Allocate proceeds toward liability management and gross debt reduction
- Funding plan for the Cosan Dez put optionTrigger: Exercise of the put option by preferred shareholdersAction: Execute capital allocation strategy to address the BRL 4.1 billion liability
Research as of 19 Jun 2026