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    Matteo Sveld

    Research Analyst at UBS Group AG

    Matteo Sveld is an analyst at UBS Group AG, where he specializes in covering Latin American corporates, with a current focus including companies like Cosan SA. He is recognized for his incisive earnings call questions that probe company debt strategies and asset portfolio management, particularly for major Brazilian conglomerates. Sveld's professional background and performance metrics such as published rankings or historical returns are not publicly available, but his active participation in earnings and investor calls indicates strong sector expertise. Detailed information on his previous career timeline and FINRA or securities licensing credentials are not available in public sources.

    Matteo Sveld's questions to Cosan (CSAN) leadership

    Matteo Sveld's questions to Cosan (CSAN) leadership • Q2 2025

    Question

    Matteo Sveld from UBS Group AG inquired about the financial impact on the Move segment following a recent fire, specifically asking about the insurance claim's effect on EBITDA and the asset itself. He also questioned the dynamics of the debt service coverage ratio, noting a seemingly low net interest payment and its potential future pressure on the metric.

    Answer

    An executive, likely CFO Rodrigo Araujo, explained that the BRL 400 million insurance impact on Move is part of an ongoing regulation process and the full financial scope will become clearer in future quarters. He confirmed production is resuming and capacity is no longer a constraint. Regarding the debt service coverage ratio, he acknowledged the analyst's logic, clarifying that some debt is bullet-style without intermediate interest payments, and confirmed a future reduction in the ratio is expected, reinforcing the company's focus on structural deleveraging.

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