Cosan S.A. Overview
Pro stress-test →Cosan S.A. is a Brazilian public company with investments in energy, lubricants, logistics and infrastructure, listed on NYSE and B3. The company has TTM revenue of roughly $7.6 billion as of mid-2025. Cosan is a holding company pursuing a wide range of businesses, including its Raizen joint venture with Shell in sugar, ethanol, and retail fueling, its Rumo rail operations, and other businesses like natural gas distribution, lubricants, and land development.
Strategic Profile
Pro stress-test →Cosan stands out as a major player in sugar and ethanol production primarily through Raízen, a joint venture with Royal Dutch Shell, and diversifies its portfolio with involvement in natural gas distribution via Comgás, lubricants through Moove, and railway logistics via Rumo Logística. The company's dual listing on NYSE and B3 gives it access to both US and Brazilian capital markets for funding large-scale infrastructure and energy projects.
Competitive Landscape
Pro stress-test →Investors comparing CSAN often look at related companies including Delek Logistics Partners (DKL), PBF Energy Inc (PBF), CVR Energy (CVI), Ultrapar Participações (UGP), and Icahn Enterprises (IEP). Relative to other sugar/ethanol producers in Brazil, Cosan's diverse operations are better placed to absorb weaker prices.
Industry Context
Cosan S.A. operates in Oil & Gas Refining & Marketing.
Key facts
Founded: 1936 · Headquarters: São Paulo, Brazil · Employees: N/A · Revenue: $7.6B · Market cap: $4.1B