Cosan S.A. filings document foreign-private-issuer reporting for an ADR issuer with investments across energy, logistics, gas, lubricants and related infrastructure. The company’s Form 6-K reports and Form 20-F annual reporting cover IFRS financial statements, management reports, operating results and portfolio disclosures for businesses including Raízen, Compass, Moove and Rumo.
Material-event filings also describe capital-structure actions, debt-reduction initiatives, governance matters, ownership changes in controlled companies and securities offerings involving portfolio assets. These disclosures connect Brazilian CVM material facts with U.S. reporting for Cosan’s NYSE-listed American depositary shares.
Cosan S.A. reported consolidated net revenue of R$ 19.8 billion for the six months ended June 30, 2026, slightly below the prior-year period. EBITDA rose strongly to R$ 6.69 billion, driven mainly by Compass, Rumo and Moove, but finance costs and impairments kept results weak.
The loss attributable to Cosan’s shareholders narrowed to R$ 1.90 billion from R$ 2.73 billion a year earlier, while non-controlling interests recorded R$ 746 million of profit. Cash and cash equivalents fell from R$ 27.24 billion to R$ 13.36 billion as the group executed large early redemptions of debentures and senior notes and settled a total return swap on its own shares. Cosan monetized part of its portfolio through the Compass IPO, receiving R$ 2.29 billion in a secondary offering while retaining 76.18% control, and sold its remaining stake in Vale. The investment in joint venture Raízen remains at zero; accumulated losses not recognized by Cosan reached R$ 9.54 billion, and Raízen entered a court-approved Extrajudicial Restructuring Plan that reprofiles about R$ 61.4 billion of unsecured financial debt, which may later change Cosan’s level of influence and accounting treatment.
Cosan S.A. Chief Legal Officer Maria Rita de Carvalho Drummond reported an internal restructuring of equity holdings coded as "other acquisition or disposition." On 2026-08-10, she shifted 103,765 units at BRL 3.99 between directly held common stock and a Long-Term Incentive Program, with no net change in total shares. Following these movements, she directly holds 2,407,459 common shares, 304,490 Long-Term Incentive Program shares, and 672,888 ADSs, each ADS representing four common shares.
Cosan S.A. Chief Executive Officer Marcelo Eduardo Martins reported a restructuring of his equity holdings in the company on August 10, 2026. He recorded an acquisition of 276,475 shares of common stock (BVMF: CSAN3) at 3.99 Brazilian reais per share, bringing his directly held common shares to 5,090,732. A corresponding entry shows an adjustment to his Long-Term Incentive position tied to CSAN3, now reflecting 2,074,530 units subject to vesting and performance conditions. He also reported direct ownership of 1,613,666 ADSs, with each American Depositary Share representing four shares of common stock.
Cosan S.A. announced that its lessees exercised a right of first refusal over land assets in Mato Grosso and signed new purchase and sale agreements. The total transaction value is R$1.85 billion, of which about R$586 million reflects Cosan’s indirect interest.
The parties also agreed to a consensual segregation of the properties as part of this restructuring. Closing is subject to customary conditions precedent and is expected to occur by October 30, 2026. Cosan plans to update shareholders as required by regulation.
Cosan S.A., through subsidiaries of its Radar Group, has signed a purchase and sale commitment to dispose of part of Radar’s agricultural land portfolio in Brazil. The Properties represent 12% of Radar’s total agricultural land, located in Mato Grosso and covering 41,214 hectares used for soybeans, corn, and cotton.
The agreed total price is BRL 1.85 billion, with approximately BRL 586 million attributable to Cosan’s interest, subject to customary conditions precedent for this type of transaction. The deal is presented as consistent with Cosan’s strategy of divestments, deleveraging, and portfolio simplification.
Cosan S.A. director Mello Rubens Ometto Silveira, through an associated entity, reported an indirect open-market sale of 77,640 shares of Common Stock at $3.44 per share. These shares were held indirectly through Rio das Pedras Acoes, which reported zero shares following the transaction.
The filing also shows large indirect holdings in Cosan through other entities, with 109,532,616 shares held via Queluz Holdings Limited and 712,702,674 shares held via Aguassanta Participacoes S.A. Common stock is represented by American Depositary Shares, with each ADS equal to four Common shares.
Cosan S.A. Chief Executive Officer Marcelo Eduardo Martins reported substantial open-market share purchases alongside adjustments to his long-term incentive holdings. On April 10, he bought 1,599,086 shares of common stock (BVMF: CSAN3) at 7.0482 per share, lifting his direct common stock position to 3,120,178 shares. On May 19, he purchased another 2,441,528 common shares at 5.14 per share, increasing his direct common stock holdings to 4,890,286 shares.
On the same dates, Form 4 records J-code “other” transactions in Long Term Incentive entries linked to Cosan’s Long-Term Incentive Programs, covering 1,552,511 shares on April 10 and 2,441,528 shares on May 19. A separate line shows direct holdings of 1,613,666 Cosan ADSs as of April 10, with each ADS representing four common shares.
Cosan S.A. Chief Legal Officer Maria Rita de Carvalho Drummond reported multiple share movements in Cosan stock and incentive awards. On April 15–17, 2026, she completed three open-market sales totaling 109,400 shares of common stock (BVMF: CSAN3) at prices around R$5.48–R$5.57 per share.
On May 19, 2026, she recorded an “other” transaction involving 280,954 long-term incentive shares and a related 280,954 common stock entry, tied to Cosan’s long-term incentive programs. After these actions, she directly holds 2,332,228 common shares, 409,122 long-term incentive shares, and 672,888 American Depositary Shares, with each ADS representing four common shares.
Cosan S.A. reports Q1 2026 consolidated net sales of R$9,028,800 thousand, slightly below R$9,662,601 thousand a year earlier, but EBITDA rose to R$3,167,110 thousand from R$1,982,026 thousand, driven by Compass, Moove and Rumo. The group still posted a consolidated net loss of R$1,344,979 thousand, though this narrowed from R$1,935,398 thousand, with basic earnings per share at R$(0.40). Cosan used strong cash flow to reduce leverage, redeeming debentures and offshore bonds and paying about R$6.2 billion of debt while raising new long‑term funding mainly at Compass. It settled a total return swap and bought back 52,611,312 of its own shares for R$270,533 thousand, and received insurance proceeds of R$433,683 thousand for the Moove plant fire plus R$319,723 thousand from selling its remaining Vale stake. A key risk is joint venture Raízen S.A., which disclosed going‑concern uncertainty and entered Extrajudicial Reorganization; Cosan’s investment has been written down to zero, and management states it has no obligation to provide financial support and maintains adequate liquidity.