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    Gustavo Sarica

    Research Analyst at Bradesco BBI

    Gustavo Sarica is an Executive Director and Senior Equity Analyst at Bradesco BBI, specializing in Brazilian financials with focused coverage of leading institutions such as Banco do Brasil, Banco Bradesco, BTG Pactual, and Itaú Unibanco. He is recognized for his sharp analytical insights and strong forecasting record, consistently earning top rankings among Latin American bank analysts; according to platforms like Institutional Investor, he has maintained a high success rate and outperformed relevant equity benchmarks over the years. Beginning his career in equity research in the mid-2000s, Sarica held analyst roles at other leading firms before joining Bradesco BBI, where he quickly rose to a senior leadership position. He holds advanced finance credentials, with industry certifications in securities analysis, and is regarded as an authoritative voice in Brazil's financial sector equity research.

    Gustavo Sarica's questions to Cosan (CSAN) leadership

    Gustavo Sarica's questions to Cosan (CSAN) leadership • Q2 2025

    Question

    Gustavo Sarica from Bradesco BBI inquired about the dividend outlook for Cosan's subsidiaries. He asked if Compass, given its strong cash generation, might exceed its 50% payout policy, and whether Move could resume its role as a major dividend payer by 2026 or 2027 after its restructuring.

    Answer

    CFO Rodrigo Araujo agreed that Compass is a stable, cash-generative business expected to pay good dividends but declined to provide specific guidance. Regarding Move, he stated it is too soon to discuss future dividends as the immediate focus is on operational recovery. However, he affirmed that Move is fundamentally a healthy, cash-generative company for the long term.

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