Cosan Future Growth

Future criteria checks 5/6

Cosan is forecast to grow earnings and revenue by 62.4% and 41.4% per annum respectively. EPS is expected to grow by 34.8% per annum. Return on equity is forecast to be 10.7% in 3 years.

Key information

62.4%

Earnings growth rate

34.8%

EPS growth rate

Oil and Gas earnings growth	0.7%
Revenue growth rate	41.4%
Future return on equity	10.7%
Analyst coverage	Good
Last updated	26 Apr 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

BOVESPA:CSAN3 - Analysts future estimates and past financials data (BRL Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	170,682	N/A	N/A	N/A	1
12/31/2025	167,430	5,094	-903	16,156	6
12/31/2024	161,768	4,666	1,611	15,679	7
12/31/2023	39,468	1,049	4,008	10,276	N/A
9/30/2023	40,649	-462	5,002	10,718	N/A
6/30/2023	41,903	-1,156	5,851	10,992	N/A
3/31/2023	41,464	-238	5,525	10,489	N/A
12/31/2022	39,323	1,126	5,441	9,972	N/A
9/30/2022	35,733	1,647	4,384	8,810	N/A
6/30/2022	31,116	4,927	1,921	6,367	N/A
3/31/2022	28,096	5,995	1,005	5,680	N/A
12/31/2021	24,907	6,123	1,155	5,222	N/A
9/30/2021	22,088	5,466	1,443	4,609	N/A
6/30/2021	18,912	2,505	1,744	4,082	N/A
3/31/2021	14,718	1,388	1,762	3,024	N/A
12/31/2020	13,509	852	1,090	2,143	N/A
9/30/2020	13,015	999	1,392	2,433	N/A
6/30/2020	12,986	1,518	1,761	2,753	N/A
3/31/2020	13,973	2,115	1,605	2,532	N/A
12/31/2019	13,560	2,414	1,988	2,808	N/A
9/30/2019	12,926	3,003	1,360	2,127	N/A
6/30/2019	12,152	2,224	994	1,686	N/A
3/31/2019	11,228	1,736	725	1,368	N/A
12/31/2018	10,290	1,681	2,062	2,694	N/A
9/30/2018	9,623	1,012	2,216	2,769	N/A
6/30/2018	8,782	1,467	2,257	2,759	N/A
3/31/2018	8,233	1,456	2,449	2,926	N/A
12/31/2017	7,671	1,315	1,384	1,793	N/A
9/30/2017	7,312	906	N/A	2,072	N/A
6/30/2017	7,084	714	N/A	2,225	N/A
3/31/2017	7,196	1,045	N/A	2,348	N/A
12/31/2016	7,542	1,071	N/A	2,235	N/A
9/30/2016	7,878	1,363	N/A	2,028	N/A
6/30/2016	8,263	1,025	N/A	1,892	N/A
3/31/2016	8,353	743	N/A	1,893	N/A
12/31/2015	8,349	479	N/A	1,863	N/A
9/30/2015	8,278	-173	N/A	1,474	N/A
6/30/2015	8,151	-148	N/A	1,371	N/A
3/31/2015	8,133	-39	N/A	1,035	N/A
12/31/2014	8,147	199	N/A	1,000	N/A
9/30/2014	7,574	352	N/A	1,367	N/A
6/30/2014	7,908	562	N/A	1,322	N/A
3/31/2014	8,078	280	N/A	1,403	N/A
12/31/2013	8,118	104	N/A	1,236	N/A
9/30/2013	33,646	249	N/A	3,046	N/A
6/30/2013	31,820	317	N/A	2,676	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CSAN3's forecast earnings growth (62.4% per year) is above the savings rate (9.9%).

Earnings vs Market: CSAN3's earnings (62.4% per year) are forecast to grow faster than the BR market (13.7% per year).

High Growth Earnings: CSAN3's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: CSAN3's revenue (41.4% per year) is forecast to grow faster than the BR market (7.1% per year).

High Growth Revenue: CSAN3's revenue (41.4% per year) is forecast to grow faster than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: CSAN3's Return on Equity is forecast to be low in 3 years time (10.7%).

Cosan Future Growth

Future criteria checks 5/6

Key information

Recent future growth updates

Price target decreased by 7.9% to R$23.21

Consensus EPS estimates increase by 12%, revenue downgraded

Price target increased to R$91.35

Analysts update estimates

Analysts update estimates

Analysts update estimates

Recent updates

Cosan S.A. announced delayed 20-F filing

Full year 2023 earnings released: EPS: R$0.56 (vs R$0.60 in FY 2022)

Cosan S.A. to Report Q1, 2024 Results on May 28, 2024

Full year 2023 earnings released: EPS: R$0.56 (vs R$0.63 in FY 2022)

Investors Holding Back On Cosan S.A. (BVMF:CSAN3)

Is Cosan (BVMF:CSAN3) Using Too Much Debt?

Cosan S.A. to Report Q3, 2024 Results on Nov 08, 2024

Be Wary Of Cosan (BVMF:CSAN3) And Its Returns On Capital

Third quarter 2023 earnings released

Third quarter 2023 earnings released

Cosan (BVMF:CSAN3) Has A Somewhat Strained Balance Sheet

Returns On Capital At Cosan (BVMF:CSAN3) Paint A Concerning Picture

Second quarter 2023 earnings: EPS and revenues miss analyst expectations

Is Cosan (BVMF:CSAN3) A Risky Investment?

Be Wary Of Cosan (BVMF:CSAN3) And Its Returns On Capital

First quarter 2023 earnings: EPS and revenues miss analyst expectations

Upcoming dividend of R$0.43 per share at 2.6% yield

Investor sentiment improves as stock rises 15%

Price target decreased by 7.9% to R$23.21

Consensus EPS estimates increase by 12%, revenue downgraded

Less than half of directors are independent

Cosan S.A., Annual General Meeting, Apr 27, 2023

Cosan S.A. to Report Q4, 2022 Results on Feb 28, 2023

Queluz Holdings Engages in Discussions with Cosan S.A.

Cosan S.A. (BOVESPA:CSAN3) acquired a 47% stake in Radar for BRL 1.47 billion.

Price target increased to R$91.35

Is Cosan (BVMF:CSAN3) Using Too Much Debt?

Analysts update estimates

Revenue beats expectations, earnings disappoint

Full year 2020 earnings released: EPS R$2.21 (vs R$6.13 in FY 2019)

New 90-day high: R$86.40

How Did Cosan S.A.'s (BVMF:CSAN3) 8.8% ROE Fare Against The Industry?

Cosan S.A. to Report Q4, 2020 Results on Feb 11, 2021

What Type Of Shareholders Make Up Cosan S.A.'s (BVMF:CSAN3) Share Registry?

Returns On Capital - An Important Metric For Cosan (BVMF:CSAN3)

Cosan S.A. to Report Q2, 2021 Results on Aug 13, 2021

Here's Why Cosan (BVMF:CSAN3) Can Manage Its Debt Responsibly

Should You Use Cosan's (BVMF:CSAN3) Statutory Earnings To Analyse It?

Third quarter 2020 earnings released: EPS R$0.79

Revenue and earnings miss expectations

New 90-day low: R$64.99

Analysts update estimates

New 90-day low: R$68.30

Cosan S.A. (BOVESPA:CSAN3) entered into private agreement to acquire additional 7.5% stake of Companhia de Gás de São Paulo - COMGÁS from Alaska Investimentos LTDA. and others for BRL 810 million.

Cosan S.A.'s (BVMF:CSAN3) Share Price Could Signal Some Risk

Analysts update estimates

We Think Cosan (BVMF:CSAN3) Can Stay On Top Of Its Debt

First half earnings released

How Much Of Cosan S.A. (BVMF:CSAN3) Do Institutions Own?

New 90-day high - R$77.40

Should You Be Excited About Cosan S.A.'s (BVMF:CSAN3) 18% Return On Equity?

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity

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