Monique Grego's questions to Cosan SA (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.