Cosan S.A. CSANY

Company Overview

Cosan S.A. is a Brazilian-based holding company operating across the energy, logistics, infrastructure, lubricants, and land management sectors. Through a portfolio of controlled companies and strategic investments, Cosan participates in fuel distribution, ethanol and sugar production, natural gas distribution, rail logistics, lubricants, and agricultural land development. The company’s operations are closely tied to Brazil’s energy transition, transportation infrastructure, and agribusiness sectors. Its primary revenue drivers are fuel distribution, energy-related operations, logistics services, and investments in affiliated businesses.

Cosan evolved from a sugar and ethanol producer founded in the 1930s in São Paulo state into one of Brazil’s largest diversified infrastructure and energy groups. Over time, the company expanded through acquisitions, joint ventures, and strategic investments, including the creation of Raízen, investments in rail operator Rumo, and participation in natural gas distributor Compass Gás e Energia. Cosan’s strategic positioning is supported by vertical integration across fuel, logistics, and energy value chains, as well as access to large-scale transportation infrastructure and agricultural assets.

Business Operations

Cosan operates through several major business platforms, including Raízen, Compass Gás e Energia, Rumo, Moove, and Radar Propriedades Agrícolas. Raízen, a joint venture with Shell, is one of the world’s largest sugar and ethanol producers and a major fuel distributor in Brazil and Argentina, operating Shell-branded service stations and renewable energy assets. Rumo is among Brazil’s largest railway logistics operators, focused on agricultural freight transportation and port connectivity. Compass Gás e Energia operates in the natural gas distribution and infrastructure market, while Moove produces and distributes lubricants internationally under the Mobil brand through licensing arrangements. Radar Propriedades Agrícolas manages agricultural land investments and farmland assets.

The company generates revenue through fuel sales, logistics services, natural gas distribution, lubricants, sugar and ethanol production, renewable energy operations, and investment holdings. Cosan maintains substantial domestic operations in Brazil while also operating internationally through fuel distribution, lubricants, and trading activities in Latin America, Europe, Asia, and North America. Strategic partnerships are central to its operating model, particularly the Shell joint venture in Raízen and infrastructure relationships linked to Brazil’s export economy.

Strategic Position & Investments

Cosan’s strategy has focused on long-term investments in energy transition infrastructure, logistics efficiency, and scalable energy platforms. The company has invested heavily in renewable fuels, bioenergy, rail transportation, and natural gas infrastructure. Through Raízen, Cosan has expanded second-generation ethanol production and bioenergy capabilities, positioning itself within lower-carbon fuel markets. Investments in railway expansion through Rumo support Brazil’s agricultural export chain and reinforce the company’s infrastructure exposure.

The company has also pursued acquisitions and portfolio investments to diversify its energy footprint. Cosan has been associated with investments involving Vale S.A., strengthening exposure to mining logistics and industrial infrastructure. Additional investments have included natural gas assets, fuel distribution networks, and renewable energy projects. The company’s strategic emphasis remains centered on integrated energy solutions, transportation infrastructure, and decarbonization-related opportunities tied to Brazil’s economic development and global commodity demand.

Geographic Footprint

Cosan is headquartered in São Paulo, Brazil, and maintains extensive operations throughout Brazil’s major agricultural, industrial, and urban regions. Its logistics and energy infrastructure are concentrated in key Brazilian export corridors, including rail lines connected to major ports. The company has a significant operational presence in the country’s southeast, center-west, and southern regions through fuel distribution, rail logistics, and agricultural operations.

Internationally, Cosan’s reach is primarily driven by Raízen and Moove. The company has fuel distribution operations in Argentina and lubricant distribution activities across Europe, Asia, North America, and other parts of Latin America. Through exports of sugar, ethanol, and agricultural commodities linked to its logistics network, Cosan also maintains influence in global commodity and renewable fuels markets.

Leadership & Governance

Cosan’s leadership structure reflects its role as a diversified holding company with operational subsidiaries managed through specialized executive teams. The company was founded by the Ometto family, and businessman Rubens Ometto Silveira Mello has been a central figure in its expansion and strategic direction. Cosan’s governance model emphasizes long-term infrastructure investment, operational integration, and disciplined capital allocation across its portfolio businesses.

Key executives and leadership figures include:

• Rubens Ometto Silveira Mello – Chairman
• Marcelo Martins Eduardo – Chief Executive Officer of Cosan S.A.
• Nelson Gomes – Executive associated with finance and investor relations leadership roles within Cosan-related operations
• Ricardo Mussa – Executive leadership associated with energy and gas operations within the Cosan group
• Luis Henrique Guimarães – Chief Executive Officer of Raízen
• Pedro Palma – Chief Executive Officer of Rumo

The company’s leadership philosophy has consistently emphasized integrated infrastructure development, scale advantages in energy and logistics, and long-term positioning in renewable energy and transportation markets.