Juan Rodriguez's questions to Cosan SA (CSAN) leadership • Q2 2025
Question
Juan Rodriguez from XP Inc. sought clarification on the BRL 400 million insurance amount related to the Move segment. He asked if this was a preliminary assessment and questioned the timeline for the actual cash monetization of this claim.
Answer
An executive, likely CFO Rodrigo Araujo, clarified that the accounted insurance amount is a comprehensive figure covering multiple categories, including lost profit and rebuilding costs, not just a preliminary estimate. He stated that the company could not provide a timeline for monetization as the regulation process involves multiple stakeholders, but confirmed the process is progressing as expected.