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    Monique Grego

    Senior Equity Analyst at Itau BBA

    Monique Grego is a Senior Equity Analyst at Itaú BBA, with expertise in Latin American utilities and infrastructure, particularly focusing on companies such as Engie Brasil Energia, Eletrobras, Equatorial Energia, Alupar, and CPFL Energia. Her research and recommendations are followed by institutional investors, and she has maintained a strong record of accuracy in earnings forecasting and company analysis, which has contributed to notable investment performance within the sector. Monique joined Itaú BBA in 2015 after previous experience at Santander Brasil and Kroton, and she holds a bachelor’s degree in Economics from Fundação Getulio Vargas as well as a CFA charter. Her analytical rigor and deep market knowledge have led to recognition among local industry peers, with strong TipRanks ratings and positive feedback from fund clients.

    Monique Grego's questions to Cosan (CSAN) leadership

    Monique Grego's questions to Cosan (CSAN) leadership • Q2 2025

    Question

    Monique Grego from Itau BBA focused on Raizen, asking about the ideal conditions for bringing in a strategic partner. She also followed up on the Move insurance claim, requesting more color on the expected timing of cash receipts and the potential results generation capacity of Move's new production arrangement.

    Answer

    Executive Marcelo Martins confirmed that bringing in a strategic partner for Raizen is a preferred option being actively pursued with Shell, highlighting a sense of urgency. CFO Rodrigo Araujo praised Raizen's operational performance. Regarding Move, Rodrigo reiterated that the company would not provide guidance but is focused on optimizing the new production ecosystem and that volume recovery is on track.

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