Q4 2024 Cosan SA Earnings Call (English, Portuguese) Transcript
Key Points
- Cosan SA (CSAN) successfully extended the maturity of its debt portfolio, improving the duration and capital structure.
- The company reported a strong EBITDA under management of approximately BRL30 billion, showcasing the resilience of its portfolio.
- Rumo achieved record-level transports and results, demonstrating the quality of the asset and execution capabilities.
- Compass experienced growth in distributed natural gas volumes and ramped up Edge operations, indicating positive future prospects.
- Moove managed to increase revenues despite lower volumes sold, highlighting effective supply management and operational efficiency.
- Cosan SA (CSAN) reported a negative BRL900 million result for 2024, primarily due to the depreciation of the Brazilian Real and mark-to-market impacts.
- The company faced challenges with sugarcane crushing at Raizen due to dry weather and fires, leading to lower EBITDA in the renewable and trading segments.
- The appreciation of the Brazilian Real negatively impacted perpetual bonds, affecting financial results.
- Radar experienced a lower EBITDA compared to 2023 due to a smaller change in portfolio value appreciation.
- The company still recorded fatalities in 2024, indicating ongoing challenges in improving safety culture despite efforts.
Good afternoon everyone. Thank you for waiting and welcome to Cosan's Fourth Quarter 2024 Earnings Release Conference Call with unaudited numbers as well as for the year end. Simultaneous translation will be available during the session by clicking on the interpretation button at the bottom of your screen and choosing your preferred language, Portuguese or English.
If you are listening to the conference call in English, you have the option to mute the original audio in Portuguese by clicking on Mute Original Audio. This video conference call is being recorded and will be made available on the company's IR website at cosan.com.br. The presentation is also available for download in English through the chat.
During the company's presentation, participants will be in listen-only mode. The question-and-answer session will begin after the presentation. Please note that the information contained in this presentation and in statements that may be made during the conference call regarding Cosanâs business prospects, projections and operating our financial goals constitute the beliefs and
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