Cosan 2Q26 net loss narrows 66% to R$ 320 million; revenue rises 3% to R$ 10.78 billion

• Cosan posted a net loss attributable to controlling shareholders of R$ 320 million, narrowing 66% from a year earlier.
• Expanded net debt fell to R$ 9.22 billion, down 20% from 1Q26 and down 47% from 2Q25.
• Trailing 12-month net debt service coverage slid to 0.2x from 0.4x in 1Q26 as dividends and JCP received fell.
• Compass secondary IPO on B3 raised R$ 3 billion, delivering about R$ 2.3 billion net proceeds to Cosan.
• Radar portfolio sale was set at R$ 1.85 billion, with about R$ 586 million attributable to Cosan; closing is expected by Oct. 30, 2026.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Cosan SA published the original content used to generate this news brief on August 14, 2026, and is solely responsible for the information contained therein.