CSAN3: Operational Efficiency Improvements Will Support Recovery Amid Challenging Environment

Analysts have lowered their price target for Cosan from $10.63 to $10.45, citing recent downgrades and a more cautious outlook on the company’s near-term prospects. Analyst Commentary Analyst opinions regarding Cosan remain divided as market participants weigh the company’s strategic positioning against recent challenges.

Shared on 23 Oct 25

Fair value Decreased 8.81%

Narrative Update on Cosan Analysts have lowered Cosan's fair value estimate from $11.65 to $10.63. This change reflects a reduced outlook on revenue growth and profit margins, as well as a recent downgrade in rating.

Shared on 23 Sep 25

Fair value Decreased 5.87%

The downward revision in Cosan's consensus analyst price target reflects a decline in net profit margin, with the fair value estimate reduced from R$12.38 to R$11.65. Valuation Changes Summary of Valuation Changes for Cosan The Consensus Analyst Price Target has fallen from R$12.38 to R$11.65.

Shared on 03 Sep 25

Fair value Decreased 4.22%

Cosan’s consensus price target has been revised down to R$12.38, primarily reflecting slightly lower net profit margin expectations. Valuation Changes Summary of Valuation Changes for Cosan The Consensus Analyst Price Target has fallen slightly from R$12.93 to R$12.38.

Shared on 04 Aug 25

Fair value Decreased 5.64%

Cosan's fair value estimate has been revised downward, primarily due to a decline in its forward P/E multiple while profitability margins remained stable, resulting in a lower consensus price target of R$12.43. Valuation Changes Summary of Valuation Changes for Cosan The Consensus Analyst Price Target has fallen from R$13.70 to R$12.43.