Cosan SA (FRA:9CI0)

€ 6 0.15 (2.56%) Market Cap: 2.79 Bil Enterprise Value: 15.06 Bil PE Ratio: 8.24 PB Ratio: 0.92 GF Score: 75/100

Q2 2020 Cosan SA Earnings Call Transcript

Aug 11, 2020 / 01:00PM GMT

Transcript

Operator

(foreign language)

Phillipe Casale

Cosan S.A. - IR Executive Manager

(foreign language) We have done our homework. Everything suggests that the worst is behind us, and we are ready to capture the opportunities that the recovery of the economy will bring during the rest of this year.

Today's presentation will be slightly different. And I would like to start with Slide 3, which shows macroeconomic and specific sector's indicators for the past few months that are directly related to our business, such as fuel consumption and industrial production.

The crisis definitely peaked in April, as you can see on the charts. Since then, the gradual flexibility of social distancing restrictions has led to a steady improvement on all of those indexes. We can see that, clearly, in our business, results in April were very poor. May was still affected but with initial signs of improvement, to finally improve in June when our performance was much closer to the precrisis levels. And the trend has continued in the past few weeks.

Moving to Slide 4. As

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